Create and Manage HubSpot Invoice Generator for Engineering Effortlessly

Hubspot invoice generator for Engineering

do you find it challenging to create and manage invoices say hello to hubspot's streamlined invoice creation tool with just a few clicks you can effortlessly generate professional invoices directly from your HubSpot dashboard let's dive in and revolutionize the way you manage invoices to access the invoice creation feature start by navigating to Commerce then invoices in the upper right corner click create invoice now let's dive into setting up the invoice in the bill two section click add contact search for an existing contact or create a new one you can also associate the invoice with one company to update the billing address click edit enter the address information and click apply to change the invoice date click invoice date then use the date picker to select a different date click the payment terms drop down to select your preferred payment term the due date field will automatically update to match the selected term if you have a product Library click select from product Library select the desired products and click add to add a custom item click add line item and select create custom line item add the name and unit price and then click save you can update other details later after adding line items review the subtotal including any applied discounts in the summary section next select the accepted forms of payment and specify whether you want to collect billing and shipping address information expand advanced settings for customizing the language local and invoice URL finalize your changes alternatively to create an invoice from a record follow these steps go to the contact company or deal records click on the name of the specific record in the right sidebar locate the invoices section then click on add a drop- down menu will appear select create invoice from the options now follow the same steps to set up your invoice with hubspot's intuitive features you can generate invoices and organize your payment records effortlessly enjoyed the video give it a thumbs up and stay tuned for more captivating content by subscribing to HubSpot tutorials by webd