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.

0 Upvotes
1 Reply
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