🔗 HubSpot KB Bridge: Share created invoices
💡 Core Capability
Permissions required Super Admin permissions or View permissions for invoices are required to view and download invoices, or send them via email.
🛠️ Key Operations & Headings Outline
- Send invoices via email
- Send invoices via a link or PDF
- Find and send invoices using customer agent (BETA)
- Insert invoices into one-to-one emails or messages in the conversations inbox
- Next steps
- Related content
📋 Subscription Availability
- All products and plans
🔗 WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot