Mobile Application

LMerentie
Member

hubspot mobile app

SOLVE

I cannot find any buttom to create invoice using mobile app.

3 Accepted solutions
Jnix284
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

hubspot mobile app

SOLVE

Hi @LMerentie creating invoices aren't available via the mobile app, you can see the tools available in the knowledge base here:

Jnix284_0-1712512593040.png

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

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0 Upvotes
Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

hubspot mobile app

SOLVE

Hey @LMerentie 

For the moment you can only create Invoice from desktop or API

https://knowledge.hubspot.com/invoices/create-and-manage-invoices

If you think this will be a good improvement of the app

you can post the idea in the Ideas forum

hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

View solution in original post

0 Upvotes
james-portant
Solution
Participant

hubspot mobile app

SOLVE

Hi @LMerentie,.

Nice to meet you!

We have an invoice automation app for HubSpot called Portant. It will enable you to generate an invoice via the mobile app because you can add a "Generate invoice" action to a HubSpot workflow, which can be triggered by a property changing (via the mobile app) like this:
Screenshot 2024-04-08 at 4.34.29 PM.png
This means you can add a property to your deal and when this property changes to "Generate invoice" Portant will generater an invoice for you. I made a short 60s video to give you a top level overview here:

 

If that looks helpful, we have some docs to help you get started: https://docs.portant.co/portant-docs/sources/hubspot but if you need any additional help, please feel to book a call here: https://calendly.com/james-portant/30-min-meeting

Cheers,
James - CEO @ Portant

Portant App for HubSpot: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-in...

 

View solution in original post

3 Replies 3
james-portant
Solution
Participant

hubspot mobile app

SOLVE

Hi @LMerentie,.

Nice to meet you!

We have an invoice automation app for HubSpot called Portant. It will enable you to generate an invoice via the mobile app because you can add a "Generate invoice" action to a HubSpot workflow, which can be triggered by a property changing (via the mobile app) like this:
Screenshot 2024-04-08 at 4.34.29 PM.png
This means you can add a property to your deal and when this property changes to "Generate invoice" Portant will generater an invoice for you. I made a short 60s video to give you a top level overview here:

 

If that looks helpful, we have some docs to help you get started: https://docs.portant.co/portant-docs/sources/hubspot but if you need any additional help, please feel to book a call here: https://calendly.com/james-portant/30-min-meeting

Cheers,
James - CEO @ Portant

Portant App for HubSpot: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-in...

 

Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

hubspot mobile app

SOLVE

Hey @LMerentie 

For the moment you can only create Invoice from desktop or API

https://knowledge.hubspot.com/invoices/create-and-manage-invoices

If you think this will be a good improvement of the app

you can post the idea in the Ideas forum

hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

0 Upvotes
Jnix284
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

hubspot mobile app

SOLVE

Hi @LMerentie creating invoices aren't available via the mobile app, you can see the tools available in the knowledge base here:

Jnix284_0-1712512593040.png

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

0 Upvotes