How can I edit or customize my invoice template? I would like to remove the line, “All fees are listed in USD and are subject to sales tax (as applicable)”.

Hi @JHebert, Thank you for reaching out to the Community! So you created an invoice in HubSpot, right? Or did you use another tool (like this one for example: “Invoice Template Generator”)? If you are using the invoice in HubSpot, I checked for you, and at the moment you cannot customize the template for invoices. I would highly recommend you to please post this product suggestion on our ideas forum here. I’d recommend supporting the Idea with an upvote and explaining your use case in the comments. Our product team uses that forum to collect ideas on how we can improve the product for our customers. Product pays particular attention to the top voted ideas & takes them into consideration along with other feedback channels as well as their own vision to understand what features will be most valuable. I also wanted to invite a couple of subject matter experts to this conversation @Shadab_Khan, @ChrisoKlepke and @Alex_Elborn do you have a workaround to help @JHebert, please? If anybody else has anything to add and/or share, please feel free to join in the conversation :slightly_smiling_face: Thanks and have a lovely day! Best, Bérangère

@WesQ Yes its possible. Navigate to invoice Settings >> Templates. Click Set Default Custom Fields. [Screenshot 2025-03-04 123910.png] Then, under “Edit default custom fields”, click “Add custom field” to search for and select the fields to include on the invoice. A maximum of 4 fields can be added. Only custom properties can be added. Additionally, only the following types are eligible to be added: Single-line text, single checkbox, dropdown selection, radio selection, and number. [Screenshot 2025-03-04 124324.png] New invoices that are created will include these fields by default. Fields that are not filled out will not be displayed on the finalized invoice. If the custom property is deleted, the field will be removed from draft and future invoices. Invoices that were finalized before the deletion will still contain the property. This functionality is available to users with super-admin permissions. CC: @Tron321 @DianaGomez

@JHebert It would be nice if share screenshot or a loom, I can check based on that

Hello Shadab, Thank you for responding. I have solved my customization quandary.

Hi @JHerbert, You can create invoices as part of the tools HubSpot offers However, if you run into any limitations with customisation of how the invoices are formatted or function, we might be able to help. We have an App on the HubSpot Marketplace that customises invoices (& other documents) with HubSpot data. It is called Portant and it takes information from Deals/Contacts/Companies/Tickets etc (and all associated objects*, like line items and custom objects*) and generates invoices, which can then be generated, edited and approved within HubSpot. You can check it out here: HubSpot Marketplace And here is a 60 sec demo: [How to create Google Docs (& PDFs) from HubSpot in less than 60 seconds] Also, I am happy to hop on a call to help you get set up:slightly_smiling_face: Calendly Please let me know if you have any questions and have a great weekend! Cheers, James Co-founder @ Portant.co

Thank you for responding. I have solved my customization quandary.

Hello Bérangère Thank you for responding. I have solved my customization quandary.

Hello. Have you been able to do this?

Hi, were you able to do it now?

Please upvote here: https://community.hubspot.com/t5/HubSpot-Ideas/Custom-invoice-templates/idi-p/1100587#feedback-succe… According to customer support, that is the only relevant place for product ideas

Customize Invoice

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BData May 7, 2024, 5:26pm 8

I need to customize the invoices to match the customization in the quotes. I need to remove the individual line item totals and only show the full total. Help!

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