Walk through creating and sending an invoice in HubSpot's Commerce Hub. Add contacts and products, set payment terms and methods, then send it so customers can pay directly in the platform without leaving to process payment elsewhere.
May 23, 2024.
Navigate to Sales → Invoices → Create Invoice (in Commerce Hub).
Do you want to get paid faster by your customers? Let me show you how Commerce Hub can totally help you to get started. Scroll up top to Sales and down to invoices to create a new invoice, you can click Create Invoice. You'll go ahead and add a contact and you'll notice the company name is already filled in. You can select the invoice date and the due date, the terms and now you can start to either add in products from the product library or create a custom line item. So go ahead and give the product a name, description and a price. Click Save and the invoice is starting to take shape. You can see we have our total here. I can go in and add a discount, any fees or taxes and next I can select the acceptable forms of payment, billing, address and some other advanced settings. When I'm ready I can click Finalize and my invoice is in the draft state. I can CC any of my team members. When I'm ready to send I can hit send or I can choose to write it manually. This will allow the customer to get the invoice immediately and you can get paid directly inside HubSpot.
