Hey folks - my name is Ethan and I'm a product manager here at HubSpot. I wanted to let y'all know that since this thread was posted, we've developed a nativeHubSpot Invoicingsolution and we're actively recruiting for the Invoices Beta. If you're interested,fill out this formand I'll reach out. Keep in mind, invoice creation requires that you are using HubSpot Payments (which is a Starter+ feature), so you will need to apply for Payments if you do not already have access. Learn moreabout applying here.
Invoices can be created directly from Contacts, Companies, Deals, or Quotes (and will pull in associated object information) to speed up your sales process and reduce the risk of human error. In this particular situation (i.e. split payments), any number of invoices can be generated for a single deal or quote, representing split payments. Invoices are payable via HubSpot payments (both ACH and Credit Card), and can also be marked as paid manually if payment is received outside of HubSpot payments (e.g. wire transfer, check, PayPal, etc). Invoices are also available in Reporting and Automation to enable you to create time-saving automation and keep a pulse on your revenue and their receivables.
The HubSpot <> Quickbooks integration (and all other accounting integrations) do not yet support invoice-sync.
Invoice sending is manual (for now), so invoices cannot be automatically sent on a pre-set schedule.
The beta is a great fit for small businesses who want to centralize their invoicing and reduce the number of tools they use to send invoices and get paid.Fill out the form if you would like access, or pass it along to someone you know who could benefit. Thank you!
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