With the addition of Invoices to HubSpot CRM, companies can now track individual transactions as invoices, giving a more detailed understanding of your income stream. By tracking invoices, you will be able to follow specific payments where a deal will typically only tell you the total value of an agreement, or average recurring revenue.
Starting out, invoices could only be accessed by also using subscriptions or payments through HubSpot's Commerce Hub, but these are now available on their own on all HubSpot plans.
Who should implement this?
After all-round testing of the current status of invoices in HubSpot, it seems clear that this feature is still in development, and we also know that some product updates are on the way or already being tested. The following is based on what the capabilities are right now for fully launched features.
The invoices object in HubSpot can be a great fit for you if you:
- Are planning on also using payments or subscriptions as a part of your HubSpot setup.
- OR Are planning on setting up an integration that will create and manage invoices from a separate system.
- OR want to manually send your invoices and receipts to clients from HubSpot
The...
