HubSpot Ideas

RFlynn

Invoice Association to Custom Objects

It is important for us to be able to assocate an invoice to a custom object. At present it doesn't seem this is possible.

6 Replies
MDowgwillo
Contributor

Yes, I agree.

 

1. I created a custom Inovice Property https://knowledge.hubspot.com/crm-setup/manage-your-properties

 

But. it is not in my invoice creator page (sales>invoices). Similar to 'comments' I'm trying to add additional information, like confirmation of shipping method, tracking code, affirming agent, etc.

 

I'm also trying to edit after invoice is created

RShapton
Member

Yes, this is a deal breaker for our company. We have a custom "Company Object" labeled Recieving hours. We are not able to add this custom property to our invoices because it is not an invoice property. When we print our invoices and give them to our drivers they need to know this information or chaos ensues. We were about to make the switch to square invoicing, but after a couple of tests... no way. I'm sure hubspot would like to be our payment processor, but thats never going to happen as long we can't add our own properties to invoices. Currently our invoicing and payment processing is done through square, in which it will remain.

KatyaManges
Contributor | Platinum Partner

This is an absolute necessity for businesses using HubSpot Invoices. Not being able to tie invoice data to custom objects is a huge limitation for Enterprise clients. 

BAugust
Member | Platinum Partner

It's slightly absurd that you can't associate an invoice to a custom object.

jmbray
Contributor

+1.

 

This is critical for our organization where we have a Custom Object for Jobsites. Invoices should be associated with the appropriate Jobsite because one Contact/Company can manage multiple Jobsites.

basdenhoed
Participant

+1