hubspot mobile app

[LMerentie]

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

[Jnix284 · Accepted solution]

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

[Lucila-Andimol · Accepted solution]

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

[james-portant · Accepted solution]

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:

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 · Accepted solution]

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

[Jnix284 · Accepted solution]

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