Set up the hubspot invoices tool

🔗 HubSpot KB Bridge: Set up the hubspot invoices tool

💡 Core Capability

Permissions required Super Admin permissions are required to set up invoices.

🛠️ Key Operations & Headings Outline

• Before you get started
  • Understand limitations and considerations
• Configure general invoice settings
• Set up invoices
  • Customize your invoice prefix and starting number
  • Allow editing of open invoices
  • Allow editing of paid invoices
  • Allow invoice deletion
  • Set the billing contact association
  • Set a default email address to send invoices from
• Automatically create invoices for payments
• Send reminders to customers to pay their open invoices

📋 Subscription Availability

• All products and plans

🔗 WayCup Operations & Workspace Context

• Active Projects & Client Notes:
  • drag-to-hubspot-blueprint
  • HubSpot Tasks - June 2026
  • HubSpot Native Workflows
  • clg_delivery_blueprint
  • ftf_clg_category_mapping
• WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.

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TIP

Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot