Editing Custom Invoicing Properties

[RMandel]

It is very important that I am able to edit custom invoicing properties. For example, when we create an invoice in hubspot, we then need to upload that invoice into quickbooks. I created a custom property but I am unable to edit it. I included an screenshot below of the property that I would like to use. This has been mentioned on a thread previously https://community.hubspot.com/t5/CRM/Update-Invoice-Custom-Properties-Value/td-p/944553

[1stClaas]

Same here, it is difficult to understand how it was possible to create properties when not being able to edit them also.

[iusmanabbasi]

Yes, this feature should be implemented. We encountered a similar issue with one of our clients. As a workaround, we created a sync property in the Invoices object and used the associated object (Deals, in our case) to update it. Finally, we added this property as a column in the Invoices view for the client.

[ilonamiller]

YES pls. I need at least one of the following:

- Ability to edit invoice properties (in bulk)

- Ability to edit invoice properties via workflow

- A HS default field that says OVERDUE=TRUE. I need to be able to aggregate the number + amount of invoices overdue at the company level which I cannot do right now via rollup.

[CCosta45]

I agree. As we transition away from XTRF and adapt our workflows to HubSpot, we have encountered a significant limitation around editing invoicing properties.

While we appreciate HubSpot’s broader capabilities, this restriction is proving highly impractical in real-world use. Invoicing often requires legitimate post-creation adjustments, and the inability to do so introduces unnecessary operational friction and risk.

We strongly believe this limitation does not reflect how businesses actually operate and would welcome a review of this functionality. Thank you.

[mikechampion]

Hello from HubSpot! The team is working on supporting editing Invoice custom property and is targeting a release in Q1, 2026.