Enhance Your Workflow with Invoice Preview for Businesses

Invoice preview for businesses

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 adrii from HubSpot and I'm here to talk to you about one of my favorite features within Commerce Hub 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 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 Etc 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 often now to create an invoice I can either to 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 Etc 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 have a tab that says invoices and I can see all the invoices already associated with this deal and you 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 have S 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 a pretty good disc 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 uh 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 hubso 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 hubs Sal 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 it 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 tach 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 Hub slots 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 to 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 and 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