QUOTES - Quote Status, Invoice Status and Creating Invoices from Quotes
QUOTES - feature requests
Request the following features
1. Quote status - request ability to mark and check status for quotes as "accepted", "pending" or "not accepted"
2. Invoice status - request ability to see on Quote summary page, also the status of invoices and whether they have been drafted, approved, and issued. V's having to go into deal by deal to check status. Delivers one view for quote + invoice, saving time and making sure teams do not forget to invoice customers.
3. Creating invoices from quotes - creating invoices directly from quotes page or quotes, instead of having to go back into deals. Saves significant time for all sales and admin for one click from the quotes page.
Hey folks - my name is Ethan and I'm a product manager here at HubSpot. I wanted to let y'all know that since this thread was posted, we've developed a nativeHubSpot Invoicingsolution and we're actively recruiting for the Invoices Beta. If you're interested,fill out this formand I'll reach out. Keep in mind, invoice creation requires that you are using HubSpot Payments (which is a Starter+ feature), so you will need to apply for Payments if you do not already have access. Learn moreabout applying here.
Invoices can be created directly from Contacts, Companies, Deals, or Quotes (and will pull in associated object information) to speed up your sales process and reduce the risk of human error. Invoices are payable via HubSpot payments (both ACH and Credit Card), and can also be marked as paid manually if payment is received outside of HubSpot payments (e.g. wire transfer, check, PayPal, etc). Invoices are also available in Reporting and Automation to enable you to create time-saving automation and keep a pulse on your revenue and their receivables.
The HubSpot <> Quickbooks integration (and all other accounting integrations) do not yet support invoice-sync.
Invoice sending is manual (for now), so invoices cannot be automatically sent on a pre-set schedule.
The beta is a great fit for small businesses who want to centralize their invoicing and reduce the number of tools they use to send invoices and get paid.Fill out the form if you would like access, or pass it along to someone you know who could benefit. Thank you!
I don't use the Quotes function, but we definitely need a single place to view all invoices and their status (sent, paid, unpaid, etc). I don't even know how to change the existing status of an invoice - all of mine say "Waiting to be Sent."
I think there is a major design flaw with the quote and payment integration. HubSpot tried to take a short cut by avoiding the development of an invoicing system but they ended up with a solution that seem to confuse users.
A quote is typically accepted by the issuance of a Purchase Order ahead of providing a service. Then the vendor issues an invoice for the fraction of the service of that have been provided (partial shipment, hours dedicated to a project). The invoice is paid by the client net 30 days or whatever terms have been agreed.
I cannot remember a single example of a quote from any vendor that I used that included a payment link or used payment as a way to accept a quote.
Many businesses do not use quote. For example, HubSpot does not send its users a quote.
Some business need to issue an invoice to their users in order to be paid.
In other threads people have suggested changing the name of quotes into invoices but that's not a great solution because invoices don't have an expiration date. Also invoices typically have information that you cannot fit in the quotes.
Long story short, I think that HS should allow us to send invoices just like it allows us to send quotes. And it seems that the payment integration with quote would fit better with the invoices than it fits with the quote module.
Hey folks - my name is Ethan and I'm a product manager here at HubSpot. I wanted to let y'all know that since this thread was posted, we've developed a nativeHubSpot Invoicingsolution and we're actively recruiting for the Invoices Beta. If you're interested,fill out this formand I'll reach out. Keep in mind, invoice creation requires that you are using HubSpot Payments (which is a Starter+ feature), so you will need to apply for Payments if you do not already have access. Learn moreabout applying here.
Invoices can be created directly from Contacts, Companies, Deals, or Quotes (and will pull in associated object information) to speed up your sales process and reduce the risk of human error. Invoices are payable via HubSpot payments (both ACH and Credit Card), and can also be marked as paid manually if payment is received outside of HubSpot payments (e.g. wire transfer, check, PayPal, etc). Invoices are also available in Reporting and Automation to enable you to create time-saving automation and keep a pulse on your revenue and their receivables.
The HubSpot <> Quickbooks integration (and all other accounting integrations) do not yet support invoice-sync.
Invoice sending is manual (for now), so invoices cannot be automatically sent on a pre-set schedule.
The beta is a great fit for small businesses who want to centralize their invoicing and reduce the number of tools they use to send invoices and get paid.Fill out the form if you would like access, or pass it along to someone you know who could benefit. Thank you!
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