Tips, Tricks & Best Practices

Coopr
Contributeur

How to auto-populate Invoice Line Items from associated Deal?

Résolue

I see how I can create an Invoice from a Deal.

 

When I do so, some aspects of the Invoice are populated from the Deal (like the Contact).

 

However, the Line Items in the Invoice are not updated from the Deal.

 

What I'd like to have happen is that the Deal Amount become the Line Item Total (because I'm invoicing for the thing I sold via the Deal).

 

Any suggestions on how to make this happen? 

1 Solution acceptée
Markestac
Solution
Participant | Partenaire solutions Gold
Participant | Partenaire solutions Gold

How to auto-populate Invoice Line Items from associated Deal?

Résolue

Hey @Coopr,

Unfortunately, HubSpot didn't provide this feature to automatically add the line items to Invoices. When you are creating an Invoice, you have to manually add the line item as described here in the HubSpot knowledgebase article.

 

Please let me know if you have any further questions. I would be happy to assist you.

Voir la solution dans l'envoi d'origine

0 Votes
1 Réponse
Markestac
Solution
Participant | Partenaire solutions Gold
Participant | Partenaire solutions Gold

How to auto-populate Invoice Line Items from associated Deal?

Résolue

Hey @Coopr,

Unfortunately, HubSpot didn't provide this feature to automatically add the line items to Invoices. When you are creating an Invoice, you have to manually add the line item as described here in the HubSpot knowledgebase article.

 

Please let me know if you have any further questions. I would be happy to assist you.

0 Votes