Can HubSpot Create Invoices? Absolutely!

As a friendly consultant in the world of small business software, I often encounter clients asking about invoicing solutions. One of the most common queries is whether HubSpot, the popular CRM platform, can facilitate invoicing. The short answer? Yes! HubSpot allows users to create, send, and manage invoices directly within its platform, making it a fantastic tool to streamline your billing processes and save both time and money.

Creating Invoices in HubSpot

HubSpot offers several ways to generate invoices, providing flexibility tailored to your needs:

  • From the Invoices Index Page: Simply navigate to Commerce > Invoices and click Create invoice.
  • From CRM Records: Within your contact, company, or deal records, you can easily access the Invoices section to create a new invoice.
  • From Published Quotes: If you have existing quotes, converting them into invoices is a breeze! Just select Convert to invoice from the quote's actions menu.

These options allow you to manage invoices directly from relevant records, ensuring that your billing process is closely tied to your sales activities.

Payment Processing Options

To enhance your invoicing capabilities, HubSpot offers integrations with payment processors that enable online payment acceptance. Here are the two primary options:

  • HubSpot Payments: Available for Starter, Professional, or Enterprise subscriptions, this option supports payments in USD. It's a convenient way to accept payments seamlessly within the platform.
  • Stripe Integration: Perfect for businesses seeking flexibility, this integration is accessible to all subscription levels and supports multiple currencies. Be sure to check Stripe's documentation for the list of supported currencies!

For currencies not supported by these processors, you can record manual payments against the invoice, ensuring you have full control over your billing operations.

Invoice Customization and Management

HubSpot not only allows you to create invoices, but it also provides powerful tools for customization and management, including:

  • Customization: Set up invoice prefixes, starting numbers, and include necessary tax information to tailor your invoices to your business's branding and legal requirements.
  • Automation: Save even more time by generating invoices automatically! You can set up subscriptions or trigger invoices when payments are made via payment links or quotes.
  • Tracking: HubSpot’s platform lets you keep an eye on invoice statuses, due dates, and outstanding balances.

These features not only create a cohesive experience but also enhance the efficiency of your invoicing process, allowing you to focus more on growing your business instead of getting bogged down in administrative tasks.

Access and Permissions

What’s impressive is that the invoicing feature is available to all HubSpot users, including those with free accounts! Super Admins and users with invoice object permissions can create and manage invoices. Members of your accounting and finance departments can also access and manage invoices without requiring a paid Sales Hub subscription. This makes it easy for your whole team to be involved in the invoicing process, ensuring smooth operation across departments.

Final Thoughts

In summary, HubSpot’s invoicing capabilities empower businesses to create professional invoices, integrate payment processing, and manage their billing within a unified platform. This not only enhances your operational efficiency but also improves the overall customer experience. If you’re considering a CRM solution with robust invoicing options, HubSpot should definitely be on your radar!

By utilizing HubSpot for your invoicing needs, you can streamline operations, save precious time, and ultimately grow your business—all while maintaining a professional appearance that your clients will appreciate. So why wait? Dive into HubSpot’s invoicing tools today and unlock the potential of a more organized and efficient billing process!