Quick tipHow toSales Hub
Create invoices in HubSpot
Index, records or published quotes.
- Subscription
- Check your subscription
- Permissions
- Super Admin or Create invoice
- Time
- 2 min · Beginner
- Last verified
Short answer
HubSpot's KB: create invoices from the index page, records, or a published quote. Online payment needs HubSpot payments or Stripe.
1. In HubSpot
The relevant screen in my demo portal.
Set up online payments (1) and Create a payment link (2).
2. Worth knowing
Invoices can also be created automatically; the KB links to that setup.
3. Related
Invoice template.
Sources