Adrithy walks through HubSpot Invoices, showing how to create them from deals, customize details like discounts and taxes, send them to customers, and set up HubSpot Payments so they can pay by card. You can also automate reminders for unpaid invoices and build dashboards to track open balances.
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I need to get paid from my customers quicker. And you know how I'm going to do that? Through HubSpot's invoices. Hi, it's Adrithy from HubSpot and I'm here to talk to you about one of my favorite features within commerce invoices. Come, I'll show you how it works. Now, invoices is one of my favorite ways to just consolidate my billing process. I can create invoices directly from HubSpot, send them through HubSpot, and yep, you guessed it, my customers can even pay me through HubSpot. So if I navigate to sales in the top navigation and click Invoices, I'll be taken to my invoice index page. This is where I can see all of the invoices, the status, amount, build, et cetera. I can edit these columns here if I'd like. I can also filter through all of my invoices and see ones that are overdue, upcoming or paid. So as a sales manager, this overdue invoice page is probably a page that I want to look at fairly, fairly often. Now to create an invoice, I can either do so directly from this page and click Create Invoice. And here I'll have to add in the contact information, billing address, the line items, et cetera. But an even better way to create invoices is directly from the deal. So if we go into sales and click Deals, I'm going to go into any old deal and on the right hand side I I have a tab that says invoices and I can see all of the invoices already associated with this deal and I can even add an invoice right here. So I'm going to convert this deal to invoice and here you'll notice all the information is filled out for me. So the contact, the company, the billing address. HubSpot pulled all of that in from the deal. To create this invoice, I just need to make sure I put in a purchase order number, make sure my line items are good. I can even add a line item or create a custom line item if I'd like. Let's just add this one in. Giving him a pretty good discount here. But if I want to even give him a bigger discount, I can add discounts, fees or taxes and I can even add comments. Pro tip, you can use snippets in the comment section to save even more time. So let's just write a note thanking him. As you can see, the payments are already here and I don't actually want to do bank transfer, just credit or debit card. Now before I send it out I want to click preview and make sure everything looks good. I see my logo here information and If I have HubSpot payments set up, my customer can even pay me directly through the invoice. Everything looks good. I am ready to finalize. Now I can either send my invoice or I can write the email manually. Sending the Invoice means that HubSpot will send it for me, or I can write it out by myself. Let's write it out manually just to see what it looks like. Great. The subject line is there. The link to the invoice. This is exactly what I needed. Now the invoice magic doesn't just stop there. You can also add automation behind your invoices so that you get notified when an invoice is overdue or paid so that you can send them a thank you message. If you want, click automation and select Workflows and I'm going to show you one. I already created unpaid invoice, so here I have if the invoice due date is more than 10 days ago and it's unpaid, I can send an internal email to the deal owner and also a task assigned to the deal owner saying follow up on this invoice. This way no invoice is going to fall through the cracks. Now as a manager, I'm sure you're also wondering if you can report on your invoices. And of course HubSpot's got you covered. Some of my favorite reports that you can create include a report that shows all of the open balances per company. So here I have the balance due and the company name and I'm going to go ahead and add that to my dashboard. Another report that I love is Invoice by status, so I can see all of the money that is in each status. So I have about 7,000 in waiting to be sent, 34,000 in fully paid. I had a pretty good year and I'm going to also add that to my dashboard. If you're ready to create a billing process that you and your customer will love, make sure you Sign up for HubSpot and get started with using Commerce Hub today.
