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

Coopr
Colaborador

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 Soluciones aceptada
SanjayKumar
Solución
Asesor destacado | Partner nivel Platinum
Asesor destacado | Partner nivel Platinum

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.

Talk to Our HubSpot Expert

Marketing Automation Agency | RevOps & CRM Consultant

Did my post help answer your query? Help the community by marking it as a solution.

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1 Respuesta 1
SanjayKumar
Solución
Asesor destacado | Partner nivel Platinum
Asesor destacado | Partner nivel Platinum

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.

Talk to Our HubSpot Expert

Marketing Automation Agency | RevOps & CRM Consultant

Did my post help answer your query? Help the community by marking it as a solution.

0 Me gusta