Managing invoices doesn’t have to be a headache. With HubSpot Invoice Integration, you can streamline your invoicing process, create professional invoices, and get paid faster—all within HubSpot.
Say goodbye to manual data entry and late payments. Automate invoice creation, send invoices directly to clients, and track invoice status effortlessly. Whether you need recurring invoices, payment links, or seamless QuickBooks integration, HubSpot has you covered.
By integrating invoicing features into your HubSpot CRM, you ensure smooth cash flow management, reduce errors, and simplify billing for both your sales and finance teams.
HubSpot invoices make it easy to streamline your invoicing process, track payments, and ensure timely collections—all within HubSpot CRM. By integrating with Stripe or HubSpot Payments, you can send invoices directly and accept payments without leaving HubSpot.
Before making any changes, ensure that the user updating invoice settings has Super Admin permissions. This allows full access to configure invoice creation, payment terms, and automated invoice features.
Customising your HubSpot invoice settings helps tailor your invoicing process to your business needs. In the HubSpot account, navigate to Settings > Payments > Invoices to:
Set default business details (company name, address, tax ID).
Define payment terms (e.g., net 30, net 60) and due dates.
Enable multiple currencies for international clients.
Customise invoice templates with branding elements.
Leverage HubSpot workflows to automate invoice creation and send invoices directly based on deal stages. For example:
Convert quotes to invoices automatically.
Trigger reminder emails for unpaid invoices.
Update invoice status within the CRM.
With HubSpot invoice management, you can:
Monitor existing invoices and invoice data in real time.
Identify late payments and send follow-ups.
Sync with QuickBooks Online for seamless accounting.
Setting up HubSpot invoices helps sales teams and the finance team save time, reduce manual entry, and improve cash flow management—all while ensuring clients are billed professionally and efficiently.
To ensure smooth invoice management and prevent conflicts with your existing accounting system, HubSpot provides flexible customisation options. Here’s how to configure your invoice settings for a more efficient invoicing process.
Avoid duplicate invoice numbers by setting a custom prefix and starting number in your invoice settings. This ensures that HubSpot invoice numbers don’t overlap with invoices in QuickBooks or other accounting platforms.
By default, finalised invoices cannot be changed. However, you can turn on the option to edit open invoices, allowing users to make necessary modifications to invoices that are in Open status without creating a new one.
For better control over unpaid invoices, Super Admins can enable the ability to delete unpaid invoices. This feature helps maintain accurate records by removing finalised but unpaid invoices when necessary.
To streamline invoice communications, you can set a default email address for sending invoices. This can be a team email address for centralised billing or a personal email for individual client management.
Simplify invoice creation by enabling billing contact association. This automatically assigns the correct billing contact for deals and quotes that are converted into invoices, ensuring accurate recipient details.
By configuring these invoicing features, you can improve invoice accuracy, reduce manual updates, and streamline your overall HubSpot invoice integration process.
Creating invoices that match your business needs is essential for smooth billing. With HubSpot invoices, you can customise invoice presets and automate invoice creation to save time and reduce errors.
Set up invoice templates with your business details, including your company name, address, and tax ID. Define payment terms like net 15, net 30, or custom due dates to ensure clarity for your clients. If you deal with international customers, enable multiple currencies for seamless transactions.
Automation can take your invoicing process to the next level. Convert deals and quotes into invoices instantly and use HubSpot workflows to trigger invoice creation when a deal reaches a certain stage.
You can also set up automated reminders for unpaid invoices, helping you maintain cash flow without the need for manual follow-ups.
Creating invoices in HubSpot is simple and efficient. With built-in invoice templates, you can quickly generate professional invoices that align with your business branding. These templates are fully customisable, allowing you to add your business details, adjust payment terms, and include important elements like your tax ID, due dates, and company logo.
To make the process even smoother, you can create invoice presets that define the specific information collected for each invoice. This helps maintain consistency across all invoices and eliminates the need to enter details manually every time. Whether it’s customer details, payment terms, or invoice numbering, your presets ensure that every invoice follows the same format.
Need to make updates? No problem. Simply go to invoice settings, update your presets, and use the Preview tab to see a live preview before saving the changes. This allows you to fine-tune your invoices and ensure they meet your business requirements before sending them out.
With HubSpot invoice presets, you can streamline your invoicing process, reduce manual errors, and save time while ensuring every invoice is accurate and professional.
Managing invoices manually can be time-consuming and prone to errors. With HubSpot's automated invoice creation, you can streamline your invoicing process by automatically generating invoices for payment links, quotes, and subscriptions. This ensures that invoices are created instantly, keeping your cash flow organised and eliminating manual data entry.
You can configure HubSpot invoices to be automatically created when a customer makes a payment via a quote, payment link, or subscription. This helps businesses reduce administrative work and ensures that every completed transaction has a corresponding invoice.
Depending on your business needs, you can choose whether invoices should be automatically generated for:
One-time payments made through quotes or payment links
Recurring payments for subscription-based services
By setting up automation, you ensure that invoices are consistently created and sent, improving payment tracking and minimising missed invoices.
For businesses offering subscription services or recurring billing, HubSpot allows you to schedule invoices at regular intervals. This is ideal for:
Monthly retainers
SaaS subscriptions
Service-based contracts
You can configure custom billing schedules to send invoices at the start of a billing cycle, on a specific date, or based on triggered events like contract renewals. This not only simplifies billing but also enhances customer experience by ensuring timely and predictable invoicing.
With HubSpot workflows, you can set up invoices to be triggered by specific sales or service events. For example:
Sending an invoice immediately after a deal closes
Generating an invoice when a contract is signed
Automating reminders for unpaid invoices
This level of automation eliminates the need for manual follow-ups, helping you get paid faster while keeping your invoicing process organised.
By leveraging HubSpot invoice automation, you can save time, reduce manual errors, and improve cash flow management—all while ensuring that your customers receive timely and professional invoices.
Managing invoices can be tedious, but HubSpot invoices help streamline the process by integrating invoicing directly into your sales and marketing CRM. This ensures a seamless workflow, reducing manual effort and improving efficiency.
With HubSpot invoices, you can track all your financial interactions within the same platform where you manage sales and customer relationships. No need to switch between multiple tools—everything is accessible within HubSpot CRM, making it easier to manage invoices, payments, and customer transactions.
Invoices aren’t just about getting paid—they also provide key financial data that helps you understand your business performance. By analysing invoice trends, payment statuses, and revenue patterns, you can make informed decisions about cash flow, sales performance, and customer payment behaviors.
HubSpot invoices integrate effortlessly with your sales and marketing processes. This allows sales teams to convert deals and quotes into invoices instantly, while marketing teams can track revenue generated from specific campaigns. The result? A data-driven approach that aligns sales, marketing, and finance for better decision-making.
By automating invoice creation, payment reminders, and tracking, you reduce manual tasks and get paid faster. Features like automated invoice generation, payment links, and recurring billing help businesses maintain steady cash flow while ensuring a smooth experience for customers.
With HubSpot invoices, you can save time, minimise errors, and gain better control over your financial processes, all while keeping everything within one powerful CRM platform.
Managing invoices doesn’t have to be complicated. HubSpot invoices allow you to integrate invoicing directly within HubSpot CRM, creating a seamless process for tracking payments, managing finances, and keeping customer data in one place.
With HubSpot invoices, you can quickly generate professional invoices, customise templates, and send them directly to customers—all without leaving HubSpot. Whether it’s a one-time payment, a recurring invoice, or a subscription-based bill, you can automate the process to reduce manual work and improve efficiency.
No more switching between different platforms to track revenue and customer interactions. HubSpot invoices allow you to view payments, outstanding balances, and invoice statuses right alongside customer data, sales activity, and marketing campaigns. This centralised approach provides better insights into customer purchasing behavior and business performance.
By automating invoice creation and payment tracking, you can ensure that invoices are sent on time and reduce the risk of late or missed payments. Set up reminder emails for unpaid invoices, track payment statuses in real-time, and keep your cash flow organised without manual follow-ups.
With HubSpot invoices, you can simplify financial management, improve efficiency, and gain full visibility into your revenue—all from one platform.
Getting paid should be easy. With HubSpot Payments, you can accept payments anywhere and seamlessly collect revenue from your customers—without leaving the HubSpot platform.
Whether you’re selling a product, offering a service, or managing subscriptions, HubSpot Payments gives you multiple ways to collect payments:
Payment links – Share a simple, secure link for quick transactions.
Recurring payments – Automate billing for subscriptions or retainer services.
Quotes – Convert approved quotes into invoices and get paid instantly.
By integrating payments directly into HubSpot CRM, you eliminate the need for manual data entry and reduce payment delays. Customers can pay using credit cards, debit cards, or ACH transfers, ensuring a smooth and hassle-free checkout experience.
Track all incoming payments, outstanding balances, and customer transactions within HubSpot. Automate payment reminders for overdue invoices and ensure your finance team has full visibility into real-time payment statuses.
With HubSpot Payments, you can streamline payment collection, improve cash flow, and provide a frictionless payment experience for your customers.
Getting paid shouldn’t be complicated. With HubSpot Payments, you can offer seamless billing to your clients, making transactions simple, transparent, and hassle-free.
With HubSpot Payments, customers always know what to expect. Whether you’re charging for one-time services, subscriptions, or retainers, you can set up payment links, recurring invoices, or automated billing to ensure a smooth experience.
No more chasing down unpaid invoices. Set up automated email reminders to notify customers about open invoices, upcoming due dates, and overdue payments. This helps reduce late payments and improves cash flow without extra effort.
With HubSpot Payments fully integrated into HubSpot CRM, you can accept payments directly within your workflow. Track transactions, invoice statuses, and revenue insights in real-time—all in one place.
By using HubSpot Payments, you create a frictionless payment process, ensuring faster payments and a better experience for both your business and your customers.
Managing invoices isn’t just about sending bills—it’s about tracking payments, optimising cash flow, and improving efficiency. With HubSpot invoicing reports and workflows, you get real-time insights into your invoicing process while automating key tasks.
Stay on top of your finances by monitoring invoice status in HubSpot. Easily identify:
Paid invoices to track completed transactions.
Unpaid invoices to follow up with customers.
Overdue invoices to trigger automated reminders.
These reports provide a clear view of your revenue stream, helping you make data-driven decisions.
Save time and reduce manual work by setting up HubSpot workflows to:
Send invoices automatically when a deal closes.
Trigger payment reminders for overdue invoices.
Update invoice statuses based on customer actions.
By leveraging invoicing reports and workflows, you can streamline your billing process, improve cash flow, and enhance financial visibility—all within HubSpot.Get Insights into Your Invoicing Process
Use invoicing reports to gain a comprehensive view of revenue in one place, alongside customer data.
Set up workflows to automate invoice creation and streamline your invoicing process.
Automating invoice creation saves time and reduces errors in your invoicing process. With HubSpot invoices, you can generate invoices instantly, ensuring a smooth billing experience.
Integrating invoices into your sales and marketing CRM allows you to track payments alongside customer interactions. This provides better visibility into your revenue streams and financial health.
With automated invoice creation, you can set up recurring invoices for subscription-based services. This eliminates the need for manual entries and ensures timely payments.
Easily create professional invoices using customisable templates. Add your business details, payment terms, and tax information to maintain a consistent brand image.
Send and track digital invoices with embedded payment options. Customers can pay directly through credit cards, debit cards, or ACH transfers, making transactions seamless.
Use HubSpot workflows to automate invoice reminders for overdue payments. This helps improve cash flow without constant follow-ups.
With real-time invoice tracking, you can monitor paid, unpaid, and overdue invoices within HubSpot. No need to switch between different platforms.
Automating your invoicing process allows your team to focus on closing deals and growing revenue rather than managing manual paperwork.
Using HubSpot Invoice Integration allows businesses to manage invoices directly within HubSpot, eliminating the need for costly third-party tools. This streamlines your invoicing process and improves efficiency.
With seamless billing, clients always know what to expect. Whether you're sending one-time invoices, recurring bills, or subscription-based payments, HubSpot ensures a smooth and transparent experience.
By automating invoice creation, you can reduce manual data entry and minimise errors. This helps your team focus on closing deals and driving revenue instead of handling paperwork.
Track paid, pending, and overdue invoices in real-time, ensuring better cash flow management. Automated reminders make it easier to collect payments on time.
With HubSpot Invoice Integration, businesses can simplify billing, enhance customer experience, and gain full financial visibility—all in one place.
Implementing HubSpot Invoice Integration is just the first step. To unlock its full potential, you need expert guidance—and that’s where Pixcell.io, a HubSpot Gold Partner, comes in.
Our team specialises in HubSpot implementation, customisation, and automation, ensuring that your invoicing system is seamlessly integrated with your sales and marketing processes. Whether you're looking to set up automated invoice workflows, optimise payment tracking, or integrate QuickBooks, we provide tailored solutions to fit your business needs.
With our deep expertise in the HubSpot ecosystem, we help businesses streamline financial operations, eliminate manual tasks, and enhance cash flow management. From custom invoice templates to advanced reporting and payment automation, we make sure your HubSpot Invoice Integration works efficiently for your business.
Let Pixcell.io help you save time, reduce errors, and improve revenue tracking with our HubSpot implementation services. Get in touch today and take your invoicing process to the next level!