HubSpot Ideas

RMandel

Editing Custom Invoicing Properties

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

Screen Shot 2024-06-08 at 11.05.21 PM.png

2 Replies
1stClaas
Contributor

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

iusmanabbasi
Participant

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.