Quick tipHow toCommerce Hub

Customize the invoices you send buyers

Invoice look is set with presets.

Subscription
Commerce tools in your subscription
Permissions
Super Admin
Time
3 min · Intermediate
Last verified

Short answer

HubSpot's KB: Super Admins customize invoice presets. Select Use custom document title to change the header title, choose up to four custom properties to show on invoices, and optionally Allow users to override default custom fields. Invoices collect payment through HubSpot payments or Stripe.

1. Payments setup

My demo portal hasn't set up payments.

Payment Links list with Set up online payments link and Create a payment link button
Set up online payments (1) and Create a payment link (2).

2. QuickBooks

See QuickBooks invoices.

3. Related

Payment links.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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