GOGETMUSCLE Community Recommendation for Custom Invoices

Recommendation for Custom Invoices

Hello,

Does anybody have any suggestions on how best to create custom invoices in HubSpot? The invoice object is somewhat limited in this regard.

Here are the general requirements we are trying to satisfy:

  1. We should be able to choose properties from the contact and deal records that should print on the invoice.
  2. We should be able to determine where these fields should be printed on the invoice.
  3. We should be able to enter all line items manually with our own custom descriptions and amounts.
  4. We should be able to configure the full layout and save it as a template.
  5. If using a third party solution that integrates with HubSpot –
    1. The invoices should be automatically saved in HubSpot directly.
    2. We should be able to search for the invoices using key search words in HubSpot

Thank you.

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