Ethan walks through HubSpot's invoicing tool: create invoices from deals, quotes, or contacts; edit fields like PO numbers and discounts; send them to customers or let them pay through HubSpot Payments; track overdue and paid invoices in one place; trigger automations when invoices are paid or overdue.
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Ethan — product manager for HubSpot Invoices.
Sales → Invoices.
Chapters
Hey everyone. My name is Ethan and I'm the product manager for HubSpot Invoices. And I'm so excited to share our invoicing offering with you. So HubSpot invoices can be used to create and send invoices straight from HubSpot CRM and then customers, your customers can pay Those invoices using HubSpot payments, or you can also mark invoices as paid if you receive payments outside of HubSpot payments, like a check or a wire transfer. And so right now we're on the invoices index page, which you can find by going to sales and invoices. And this is kind of the command center for invoices. So you can see we've got our tab for overdue invoices and upcoming invoices, paid invoices. So we've got a lot of out of the box reporting for you right here. And then in terms of creating invoices, you can create invoices on the index page, but you can also create invoices from the contact or company or deal or or quote objects to speed up invoice creation and kind of accelerate that quote to cash process. So I'm actually going to show you how to create an invoice from a deal because I think it really shows how we could speed up that quote to cash process. So you can see I've got a deal right here in my contract signed deal stage. So I'm going to click in here and then over here in the invoices section, I can actually convert this deal into an invoice. And so that's not going to do anything to the deal, but it is going to pull all that useful information from the deal into the invoice to save me some time. And then once I'm here, I can edit anything that's pulled in from the deal. Maybe I can add a PO number, I could add comments, I could add a fee or a discount. And I can also mark how I want to be paid for this invoice. So I'll say that I want to be paid by credit card. Once I'm ready to send the invoice, I can go ahead and finalize it and that's going to assign the invoice a number as well as ready it to be sent. And you can either send this directly to your customer manually or HubSpot can send it for you. And then if we send this invoice to the customer, this is what they're going to see. So they're going to see this nice invoice, it's going to contain all that information and then your customer can actually pay this invoice directly from the invoice page. So they can press pay now and that's going to go ahead and open up this checkout page that is using HubSpot payments. But like I said, if your customer does is, you know, sends you a check or does want to pay through HubSpot payments, you can always go back to your invoices index page and you can mark this invoice as paid manually like that. In addition, you can, you know, HubSpot invoices are available in our reporting platform as well as our automation platform. So you can create automation based off of, you know, when an invoice is paid or if an invoice becomes overdue, you can create reports showing, you know, the total amount of overdue invoices or the number of overdue invoices by company. So there's so much I'm power to having invoices inside the CRM. I really appreciate you listening to me and I hope this has been useful and I'm so excited to see the invoices that you create. So thanks for listening.
