Written by: Hayley Bonnett
Published: 4 December, 2023
Bringing your invoices into HubSpot can be a valuable addition to your business operations by closing the loop between sales and finance. The addition of invoices into HubSpot nicely compliments deals, quotes, and payments and can be used in workflows.
There are three ways to create invoices in HubSpot, catering to various business needs:
HubSpot offers different subscription tiers with varying capabilities for invoicing. The availability of invoicing tools depends on the subscription tier you have:
By selecting the appropriate HubSpot subscription tier, you can unlock the specific invoicing tools that meet your business needs and scale as your requirements grow.
Why would you want to bring your invoices into your sales and marketing CRM? There are many reasons! Here’s a few:
Collecting payments from customers is a critical part of the invoicing process. With HubSpot Payments, you can effortlessly collect payments directly in HubSpot using payment links, recurring payments, or quotes. Integrated with the HubSpot CRM platform, HubSpot Payments offers a seamless buying experience for customers, especially for businesses selling non-physical goods. Simply complete the application and verification process with HubSpot and Stripe to get started. From there, you can easily manage payments, refunds, receipts, and reports within HubSpot.
Benefits of using HubSpot Payments include:
Unfortunately, HubSpot Payments are not available in Canada. However, there is a workaround. Check out our blog Can You Use HubSpot Payments in Canada to learn more.
Integrating invoicing within HubSpot provides a streamlined approach to managing the financial aspects of your business. With tools for generating reports, setting up workflows, and other functionalities, HubSpot makes it easier to keep track of your financial interactions with customers.
Several innovative features can be leveraged with HubSpot invoicing:
While HubSpot's invoicing feature is advanced, it's important to understand its limitations:
Invoicing in HubSpot is a powerful feature that can enhance the efficiency of your financial processes. By integrating invoicing with HubSpot’s CRM capabilities, you can streamline financial operations, improve customer relationship management, and gain valuable insights into business performance.
Hayley Bonnett is one of our Canadians working from Calgary, Alberta, a great location for her due to her love of the mountains. She recently graduated with a BBA majoring in marketing and is excited to continue learning and further her education even more.