Streamline Your Workflow with HubSpot Invoice for Teams

Hubspot invoice for teams

today I'm going to show you how to create invoice in appspot so as you can see now abort is invoice easily create and send and track professional invoice from Ab customer platform create professional invoice for you and your customer embed payment links gain a full pitch of Revenue in one place alongside your customer data consolidate invoice on one platform with your payment and quoting so I'm going to put this link in the description so invoicing made easy made a manual work and combine your tools on ABS customer platform put Revenue reporting Auto pallet and so for uh free invoice template generator create invoice process and now set up invoice so let's go so now uh for you to get to the invoice you go to Commerce and then invoice yeah so you're going to have invoice there as you can see get invoice without leaving your CRM get paid faster track how much customer or you so click there create invoice so as you can see later so we have the build contact so here where you can add your contact here so select the contact for the person that you invers you are sending invoice to uh the company and then here we have the invoice date you can update it you can change it if you want to due date you can put the due date there you can put a custom date here we have due dates uh I mean payment terms and then after that we have du date based on time zone of your account Ed here you can put the PO number there we have the um the billing address of the company that you did put there and then after that here we have the currency so if you can if you have more currency you're going to see some the currency here you going to select and then we have to add now the line item you can create a line item or you can select it from the product okay let's say like this add it there and then after that here we have you can add your discount one time discount uh one time discount one time fee you can add your tax there you can add one time tax for the percentage there say for instance 14% And then we have um yeah so if you want to edit discount and so forth so here we have the comment you can put the comment there accept form of payment credit card collect billing so as you can see choose default payment method to check out in the settings in settings you already have where you can set up the stuff and then Building address collect Building address for credit cards PES and then yeah so up is already giving you where you going click you're going to go there to that page to change some of the settings and then here you can update your if you want to update your your content slack or you can just keep it like that this the local format and address by local Lage us for more the title and labels and then here you can set up your tax ID so that must be shown in your invoice yeah so okay so p number let's for instance 1 2 three set up your p number there if you want to put a discount let's say put discount 10% 10% and then the tax here you must put the tax name let just try to say uh we put what can you put here uh remove the percentage see yeah okay so let's say for instance we call this one just that we give it a name so you can give it any name of your text there yeah so once it's done and then after that you just preview so invoice going look like this can download it to send it yeah see check out checkout is going to look like this and then invoice going to look like this if you want to change the branding you go to account branding settings to CH change your your branding yeah so here what it said yeah so here to finalize abort invo you need to enroll in payment for to finalize it so this is the way of how you create your your your invoice uh in appspot so in this uh dashboard here you're going to be able to see the overdue invoice you're going to be able to see the upcoming invoice you're going to be able to see the paid invoice and then here we have like um all the views you can see all the views and stuff like that yeah so this is the way that you create invoice um in abort you click and then if you want to delete you can click there and then after you de yeah great stuff thank you so much if you like this video click in thumbs up and then you can subscribe for more