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By
Aman Bhati
6 min
Invoicing is probably never going to be the most exciting business task, but it’s undoubtedly one of the most essential. Late or incorrect invoices can disrupt cash flow, strain client relationships, and create unnecessary administrative headaches. That’s where HubSpot comes in. HubSpot is known for its robust CRM capabilities; it also offers powerful invoicing features designed to simplify your billing process and keep your financial operations on track.
Imagine generating and sending invoices, tracking in real-time, or even creating automatic reminders for overdue payments—all from one single platform. HubSpot streamlines invoice handling efficiently and saves your time by reducing errors and keeping your team focused on what really matters to your business.
In today’s blog, we will discuss how to use HubSpot invoicing; that is to say, let’s go all the way from key features to setup tips. Whether you are a novice in HubSpot or want to fully exploit its potential, here’s how you transform billing.
HubSpot Invoicing is an online accounting software that simplifies billing, tracks professional invoices, and gets payments faster. With this invoice automation software, you can simplify how you create, send, and monitor your invoices.
With a HubSpot development company, you can maximize the benefits of implementing HubSpot Invoicing. Here are the benefits of this amazing tool.
HubSpot Invoicing is powerful invoice automation software for businesses with regular billing cycles. Automated time-consuming tasks reduce human errors and free up time for other important tasks. It also allows you to benefit from recurring invoices.
With recurring Invoices, you can provide on-time billing for customers without manual intervention. Plus, it’s easy to integrate HubSpot Invoicing with other HubSpot tools. As a result, you can generate invoices from deals effortlessly and track payments on a unified platform.
Creating invoices that complement your brand identity is possible with HubSpot Invoicing. It offers customization features, including modifying layouts, logos, and more. Also, enables the addition of custom fields to get the specific data relevant to your business, such as, project numbers and product codes. You can also get help from a HubSpot development company to create custom invoices that are professional and enticing for your customers.
Another benefit of HubSpot Invoicing is that it enables tracking the status of invoices and payments. It includes the number of invoices that are sent, which are paid, and the ones that are overdue. You can even send automatic reminders to those whose invoices have reached their due date.
It will help you to enhance the cash flow and minimize the number of overdue payments. Apart from tracking, HubSpot Invoicing provides reporting features that assist users in generating reports on invoice processing and analyzing areas that require improvement.
Interface of HubSpot Invoicing is not only intuitive but also user-friendly and easy to use for users who have not worked with invoicing software. When you hire HubSpot developers, they help you to customize the platform based on the requirements and enhance the user experience for more engagement.
Discover the key features of HubSpot Invoicing, a powerful account payable automation tool for invoice management.
With HubSpot Invoicing, you can create custom templates that reflect the style of your business uniquely. You can change the layout and the colors of your invoices in putting together a professional invoice aligned with your brand identity. As a result, it builds trust among customers and increases brand recognition. Plus, it offers custom fields to provide additional information, such as service descriptions.
HubSpot offers many features on automated invoice processing which not only saves time, but also reduces human errors. It includes creating recurring invoices, setting up automated reminders for payment while making your workflow more productive and efficient, and much more.
HubSpot Invoicing allows the integration of popular payment gateways like Stripe, to get direct payments from customers and make an easy invoice processing. After integration of the HubSpot Invoicing account with a payment gateway, it becomes easy to add a payment button to your invoices, which is helpful for customers.
It gives customers a hassle-free payment process when paying their invoices via their preferred payment method online. It will create a valuable experience for customers and your payment collection time will also get reduced.
HubSpot invoicing’s reporting tools let you track revenue and monitor payment statuses easily. Generate reports on crucial metrics like total revenue, outstanding invoices, and payment history. These insights help you assess your financial performance, make strategic decisions, and identify trends to drive growth.
Client Portal feature of HubSpot offers a seamless, secure experience for customers to view and pay invoices online. Clients can access invoice histories, download PDFs, and make payments effortlessly. This convenience not only improves customer satisfaction but also speeds up payment processing, boosting your cash flow.
HubSpot Invoicing’s automated reminders ensure clients pay on time by sending alerts when invoices are due. With customizable email templates, you can match your brand’s tone while eliminating manual follow-ups. This feature helps you save time, minimize late payments, and streamline your workflow efficiently.
HubSpot Invoicing simplifies global business operations with multi-currency support. You can create and send invoices in various currencies, ensuring smooth transactions for international clients. Real-time exchange rate conversions guarantee accurate billing, helping you avoid errors and confusion and keep your invoicing process organized across different markets.
You can track your invoices effortlessly with HubSpot’s real-time monitoring feature. This feature provides a quick view of invoice status from sent to pay, eliminating outdated spreadsheets and manual updates. It offers full billing visibility, so you can easily manage outstanding payments and maintain control over your financial processes with up-to-date insights.
Account payable automation tools like HubSpot Invoicing help to manage finances effectively. Let’s follow the below steps, or you can hire HubSpot developers to set up this account payable automation software.
To edit an invoice after it’s sent, enable editing. Go to Settings > Objects > Invoices, check “Allow editing of open invoices,” and click Save. It provides flexibility for adjustments or correcting errors.
Specify a default email address for sending invoices, like your team’s email. In Invoices, under Email settings, select Default from address, choose the appropriate email, and click Save to apply the change.
Capture business-specific details by adding custom fields to your invoices. Click the Invoice template tab, then under Template customization, select Set default custom fields to customize as needed.
Capture business-specific details by adding custom fields to your invoices. Click the Invoice template tab, then under Template customization, select Set default custom fields to customize as needed.
Include a default comment with important information or instructions, like payment terms or due dates. It can serve as a helpful reminder for clients, enhancing clarity and communication.
For compliance, add your company’s tax identification numbers. In the Invoice template, click Add tax ID, select the type, enter the Tax ID, and click Save. This step facilitates streamlined payment processes.
If you don’t need to collect sales tax or have integrated it into your payment gateway, remove the default sales tax notice from your invoices to keep them clean and relevant.
Utilizing HubSpot Invoicing features can streamline your billing process, improve cash flow, and save valuable time. If you need expert assistance to maximize these tools, consider partnering with a HubSpot Development Company.
Either you can hire HubSpot Developers to customize and optimize your invoicing setup, ensuring it aligns seamlessly with your business needs and enhances your financial management.
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