SHORT ON TIME? HERE’S A QUICK SUMMARY
HubSpot Invoicing is a seamless, CRM-integrated invoicing solution that makes it easy to create, send, and track invoices. Designed to streamline your payment process, it automates invoicing, syncs effortlessly with QuickBooks and Stripe, and offers multiple payment options. Perfect for businesses already using HubSpot, this tool eliminates manual data entry, saving time and reducing errors. If you're looking for an invoicing solution that integrates smoothly with your existing workflow, HubSpot Invoicing is a fantastic choice!
HubSpot Invoicing is a seamless, CRM-integrated invoicing solution that makes it easy to create, send, and track invoices. Designed to streamline your payment process, it automates invoicing, syncs effortlessly with QuickBooks and Stripe, and offers multiple payment options. Perfect for businesses already using HubSpot, this tool eliminates manual data entry, saving time and reducing errors. If you're looking for an invoicing solution that integrates smoothly with your existing workflow, HubSpot Invoicing is a fantastic choice!
👍 PROS:
- Fully integrated with HubSpot’s CRM and commerce tools
- User-friendly interface with automated workflows
- No extra cost for HubSpot users on supported plans
- Customizable invoices with branding options
- Supports multiple payment methods, including credit cards and ACH
- Real-time tracking of invoice status and payments
- Syncs with accounting tools like QuickBooks and Stripe
👎 CONS:
- Limited standalone invoicing features compared to dedicated invoicing platforms
- Best suited for businesses already using HubSpot’s ecosystem
- Some automation features require premium HubSpot plans
Get Hubspot - Easily create, send, and track professional invoices!
WHAT IS HUBSPOT INVOICING?
HubSpot Invoicing is a built-in invoicing solution that integrates directly into the HubSpot CRM, allowing businesses to create, send, and track invoices seamlessly. Designed for sales and marketing teams, it streamlines the payment process by automating invoice creation and connecting invoices directly to customer records. This ensures better organization and eliminates the need for manual data entry between sales and accounting teams.
Unlike standalone invoicing software, HubSpot Invoicing is part of HubSpot’s broader commerce suite, making it a natural fit for businesses that already rely on HubSpot’s CRM, marketing, and sales tools.
WHO SHOULD USE INTUIT QUICKBOOKS?
If your business is already using HubSpot’s ecosystem, this invoicing tool is an excellent choice. It’s particularly beneficial for:
Small to mid-sized businesses looking for an easy, CRM-integrated invoicing solution.
Sales and service teams that want to manage invoices directly within customer records.
Subscription-based businesses that need recurring invoicing features.
B2B companies that require seamless integration between invoicing and customer management.
WHAT ARE THE FEATURES?
HubSpot Invoicing is a comprehensive, CRM-integrated solution designed to streamline your billing processes and enhance financial management. Below is an overview of its key features:
Automated Invoicing: HubSpot Invoicing simplifies your billing by automatically generating invoices based on deal records within your CRM. This automation reduces manual data entry, ensuring accuracy and consistency across all invoices. By leveraging existing customer and deal information, businesses can expedite the invoicing process, minimize errors, and focus more on strategic activities rather than administrative tasks.
CRM Integration: Seamlessly integrated with HubSpot’s CRM, the invoicing tool links invoices directly to customer profiles. This integration provides a holistic view of each customer's interactions, payment history, and outstanding balances in one centralized location. Such comprehensive visibility enables businesses to manage customer relationships more effectively, anticipate client needs, and maintain accurate financial records without toggling between disparate systems.
Customization & Branding: With HubSpot Invoicing, businesses can create professional, branded invoices that reflect their unique identity. The platform allows for the inclusion of company logos, selection of brand-specific colors, and definition of payment terms. This level of customization ensures that all client-facing documents are consistent with your brand, enhancing professionalism and fostering trust with clients.
Real-Time Invoice Tracking: Stay informed about your financial status with real-time tracking of invoices. HubSpot's dashboard enables monitoring of invoice statuses, due dates, and payment progress. This transparency facilitates prompt follow-ups on outstanding invoices, reduces the incidence of late payments, and improves overall cash flow management. Automated reminders and notifications can further enhance efficiency by keeping both your team and clients informed.
Multiple Payment Options: To accommodate diverse client preferences, HubSpot Invoicing supports a variety of payment methods, including credit cards, ACH transfers, and digital wallets. Offering multiple payment options not only provides convenience for clients but also accelerates the payment cycle, contributing to improved cash flow and client satisfaction.
Integration with Accounting Tools: HubSpot Invoicing seamlessly syncs with leading accounting platforms such as QuickBooks and Stripe. This integration ensures that financial data is consistent across systems, eliminating the need for manual data entry and reducing the risk of discrepancies. By maintaining synchronized records, businesses can achieve more accurate financial reporting and streamline their accounting processes.
Recurring Invoicing & Subscription Billing: For businesses offering subscription-based services, HubSpot Invoicing provides robust support for recurring billing. Users can set up invoices to be generated and sent automatically at predefined intervals, ensuring timely and consistent billing. This feature reduces administrative workload, enhances the customer experience by providing predictable billing, and ensures that revenue collection aligns seamlessly with service delivery.
By integrating these features into a single platform, HubSpot Invoicing empowers businesses to manage their invoicing processes more efficiently, maintain accurate financial records, and provide a seamless experience for their clients.
IS IT EASY TO USE?
Yes, HubSpot Invoicing is designed to be user-friendly, especially for businesses already using HubSpot's CRM. Here’s why it’s easy to use:
Seamless CRM Integration – Since it’s built directly into HubSpot, there’s no need for complicated setup or third-party apps. You can generate invoices straight from deal records in just a few clicks.
Automated Workflows – You can automate invoicing, reminders, and payment follow-ups, reducing manual effort and ensuring payments are on time.
Intuitive Dashboard – The interface is clean and easy to navigate, with real-time tracking of invoices, payments, and due dates all in one place.
Multiple Payment Options – Customers can pay easily via credit card, ACH, or digital wallets, ensuring a frictionless payment experience.
One-Click Accounting Sync – Integration with QuickBooks and Stripe means your financial data stays updated without manual entry.
Even if you’re new to invoicing software, HubSpot Invoicing makes the process straightforward, helping businesses save time and get paid faster with minimal effort.
USER INTERFACE
HubSpot’s user interface is one of the most intuitive and user-friendly we’ve encountered. From the moment we log in, the clean, well-organized layout makes it easy to navigate between tools like CRM, sales, marketing, and invoicing. The dashboard provides a clear snapshot of key metrics, allowing us to monitor deal progress, invoices, and customer interactions without feeling overwhelmed.
What stands out is the seamless navigation—whether using the left-hand menu to switch between features or customizing dashboards to focus on the data that matters most. The pipeline management view is particularly efficient, with a kanban-style board that visually organizes deals, making it simple to track progress. HubSpot also integrates drag-and-drop functionality in areas like email campaigns and workflow automation, allowing us to customize processes effortlessly.
Another major advantage is automation. HubSpot intelligently suggests follow-ups, schedules emails, and even automates invoicing reminders, reducing our manual workload significantly. The interface is also highly adaptable across devices, whether we’re using the desktop version or the mobile app, which is just as smooth and responsive. Plus, built-in integrations with tools like QuickBooks, Stripe, and Gmail ensure we can work within a familiar environment without jumping between multiple platforms.
Overall, our experience with HubSpot’s UI has been seamless. It’s modern, efficient, and thoughtfully designed to help businesses work smarter—not harder. Whether handling invoices, managing leads, or running marketing campaigns, HubSpot makes it easy to stay organized and productive.
DESKTOP AND MOBILE APPS
With HubSpot, you get a seamless experience across both desktop and mobile, keeping you productive no matter where you work. The desktop version is fully web-based, offering a clean and intuitive interface that makes managing CRM, sales, marketing, and invoicing effortless. With drag-and-drop functionality, customizable dashboards, and deep integrations with tools like QuickBooks, Stripe, Gmail, and Outlook, you can streamline workflows without constantly switching between platforms.
The mobile app (available for iOS and Android) brings HubSpot’s key features right to your smartphone or tablet, letting you track deals, update contact records, send invoices, and receive real-time notifications on payments and customer interactions. Designed for sales teams and business owners on the go, it gives you easy access to tasks, email management, and invoice tracking. Both the desktop and mobile versions sync in real-time, so any updates you make on one device are instantly reflected on the other. Whether you're managing leads from your laptop or closing deals from your phone, HubSpot helps you stay organized, efficient, and always connected.
IS IT SAFE AND SECURE?
Yes, HubSpot is safe and secure, offering multiple layers of protection to ensure that business and customer data remain private and well-protected. The platform follows industry-standard security protocols, including TLS encryption to safeguard data in transit and AES-256 encryption for stored information.
HubSpot also provides role-based access controls, allowing businesses to set permissions and restrict sensitive data to authorized team members. Multi-factor authentication (MFA) adds another layer of security, helping prevent unauthorized access to accounts. Regular security audits and compliance with GDPR, SOC 2, and other industry regulations further demonstrate HubSpot’s commitment to data privacy.
Additionally, HubSpot’s infrastructure is built with automatic data backups and disaster recovery measures, ensuring that critical business information is not lost due to system failures or cyber threats. The platform also includes fraud detection and proactive monitoring to identify and mitigate potential security risks.
IS THERE A FREE VERSION?
Yes, HubSpot offers a free version with access to essential CRM, sales, and marketing tools, making it a great option for small businesses and startups. The free plan includes basic invoicing features, allowing users to create and send invoices while tracking payments within HubSpot’s CRM.
While the free version provides core functionality, it comes with some limitations. Advanced features like automated invoicing, recurring billing, payment processing integrations (e.g., QuickBooks and Stripe), and customizable branding are only available in paid plans.
HOW MUCH IS IT?
HubSpot offers a range of pricing plans tailored to different business needs, with invoicing features available across various tiers.
Starter Plan: Designed for growing businesses, the Starter plan offers additional marketing tools alongside invoicing features.
Professional Plan: Aimed at businesses seeking advanced marketing automation and reporting features, the Professional plan includes comprehensive tools to scale marketing efforts.
Enterprise Plan: Built for large organizations requiring advanced control and flexibility, the Enterprise plan encompasses all features of the Professional plan, along with additional capabilities tailored for complex business needs.
Please note that while invoicing features are accessible in the free plan, advanced functionalities such as automated invoicing, recurring billing, and integration with payment processors like Stripe may require a paid subscription.
CUSTOMER SUPPORT
In our experience, HubSpot’s customer service is reliable, responsive, and well-equipped to assist users at every level. The platform provides multiple support channels, including live chat, email support, and phone assistance for higher-tier plans, ensuring that help is always available when needed.
One of HubSpot’s standout features is its comprehensive self-help resources. The Knowledge Base is filled with detailed guides, step-by-step tutorials, and troubleshooting articles that make it easy to find solutions independently. Additionally, the HubSpot Community Forum allows users to ask questions, share insights, and learn from other professionals.
For businesses on paid plans, HubSpot’s support team is quick to respond, offering clear and actionable solutions. The 24/7 support available for Professional and Enterprise customers ensures that urgent issues are addressed promptly. Moreover, the HubSpot Academy provides extensive training courses that help teams make the most of the platform.
BOTTOMLINE
If you're already using HubSpot, HubSpot Invoicing is a powerful and intuitive tool that simplifies invoice management. It’s an ideal choice for businesses looking to streamline payments, automate workflows, and maintain a single source of truth for customer transactions. However, if you need standalone, advanced invoicing features, you may want to explore dedicated invoicing platforms. Try it out to see if it fits your business needs!
HubSpot Invoicing is a built-in invoicing solution that integrates directly into the HubSpot CRM, allowing businesses to create, send, and track invoices seamlessly. Designed for sales and marketing teams, it streamlines the payment process by automating invoice creation and connecting invoices directly to customer records. This ensures better organization and eliminates the need for manual data entry between sales and accounting teams.
Unlike standalone invoicing software, HubSpot Invoicing is part of HubSpot’s broader commerce suite, making it a natural fit for businesses that already rely on HubSpot’s CRM, marketing, and sales tools.
WHO SHOULD USE INTUIT QUICKBOOKS?
If your business is already using HubSpot’s ecosystem, this invoicing tool is an excellent choice. It’s particularly beneficial for:
WHAT ARE THE FEATURES?
HubSpot Invoicing is a comprehensive, CRM-integrated solution designed to streamline your billing processes and enhance financial management. Below is an overview of its key features:
Automated Invoicing: HubSpot Invoicing simplifies your billing by automatically generating invoices based on deal records within your CRM. This automation reduces manual data entry, ensuring accuracy and consistency across all invoices. By leveraging existing customer and deal information, businesses can expedite the invoicing process, minimize errors, and focus more on strategic activities rather than administrative tasks.
CRM Integration: Seamlessly integrated with HubSpot’s CRM, the invoicing tool links invoices directly to customer profiles. This integration provides a holistic view of each customer's interactions, payment history, and outstanding balances in one centralized location. Such comprehensive visibility enables businesses to manage customer relationships more effectively, anticipate client needs, and maintain accurate financial records without toggling between disparate systems.
Customization & Branding: With HubSpot Invoicing, businesses can create professional, branded invoices that reflect their unique identity. The platform allows for the inclusion of company logos, selection of brand-specific colors, and definition of payment terms. This level of customization ensures that all client-facing documents are consistent with your brand, enhancing professionalism and fostering trust with clients.
Real-Time Invoice Tracking: Stay informed about your financial status with real-time tracking of invoices. HubSpot's dashboard enables monitoring of invoice statuses, due dates, and payment progress. This transparency facilitates prompt follow-ups on outstanding invoices, reduces the incidence of late payments, and improves overall cash flow management. Automated reminders and notifications can further enhance efficiency by keeping both your team and clients informed.
Multiple Payment Options: To accommodate diverse client preferences, HubSpot Invoicing supports a variety of payment methods, including credit cards, ACH transfers, and digital wallets. Offering multiple payment options not only provides convenience for clients but also accelerates the payment cycle, contributing to improved cash flow and client satisfaction.
Integration with Accounting Tools: HubSpot Invoicing seamlessly syncs with leading accounting platforms such as QuickBooks and Stripe. This integration ensures that financial data is consistent across systems, eliminating the need for manual data entry and reducing the risk of discrepancies. By maintaining synchronized records, businesses can achieve more accurate financial reporting and streamline their accounting processes.
Recurring Invoicing & Subscription Billing: For businesses offering subscription-based services, HubSpot Invoicing provides robust support for recurring billing. Users can set up invoices to be generated and sent automatically at predefined intervals, ensuring timely and consistent billing. This feature reduces administrative workload, enhances the customer experience by providing predictable billing, and ensures that revenue collection aligns seamlessly with service delivery.
By integrating these features into a single platform, HubSpot Invoicing empowers businesses to manage their invoicing processes more efficiently, maintain accurate financial records, and provide a seamless experience for their clients.
IS IT EASY TO USE?
Yes, HubSpot Invoicing is designed to be user-friendly, especially for businesses already using HubSpot's CRM. Here’s why it’s easy to use:
One-Click Accounting Sync – Integration with QuickBooks and Stripe means your financial data stays updated without manual entry.
Even if you’re new to invoicing software, HubSpot Invoicing makes the process straightforward, helping businesses save time and get paid faster with minimal effort.
USER INTERFACE
HubSpot’s user interface is one of the most intuitive and user-friendly we’ve encountered. From the moment we log in, the clean, well-organized layout makes it easy to navigate between tools like CRM, sales, marketing, and invoicing. The dashboard provides a clear snapshot of key metrics, allowing us to monitor deal progress, invoices, and customer interactions without feeling overwhelmed.
What stands out is the seamless navigation—whether using the left-hand menu to switch between features or customizing dashboards to focus on the data that matters most. The pipeline management view is particularly efficient, with a kanban-style board that visually organizes deals, making it simple to track progress. HubSpot also integrates drag-and-drop functionality in areas like email campaigns and workflow automation, allowing us to customize processes effortlessly.
Another major advantage is automation. HubSpot intelligently suggests follow-ups, schedules emails, and even automates invoicing reminders, reducing our manual workload significantly. The interface is also highly adaptable across devices, whether we’re using the desktop version or the mobile app, which is just as smooth and responsive. Plus, built-in integrations with tools like QuickBooks, Stripe, and Gmail ensure we can work within a familiar environment without jumping between multiple platforms.
Overall, our experience with HubSpot’s UI has been seamless. It’s modern, efficient, and thoughtfully designed to help businesses work smarter—not harder. Whether handling invoices, managing leads, or running marketing campaigns, HubSpot makes it easy to stay organized and productive.
DESKTOP AND MOBILE APPS
With HubSpot, you get a seamless experience across both desktop and mobile, keeping you productive no matter where you work. The desktop version is fully web-based, offering a clean and intuitive interface that makes managing CRM, sales, marketing, and invoicing effortless. With drag-and-drop functionality, customizable dashboards, and deep integrations with tools like QuickBooks, Stripe, Gmail, and Outlook, you can streamline workflows without constantly switching between platforms.
The mobile app (available for iOS and Android) brings HubSpot’s key features right to your smartphone or tablet, letting you track deals, update contact records, send invoices, and receive real-time notifications on payments and customer interactions. Designed for sales teams and business owners on the go, it gives you easy access to tasks, email management, and invoice tracking. Both the desktop and mobile versions sync in real-time, so any updates you make on one device are instantly reflected on the other. Whether you're managing leads from your laptop or closing deals from your phone, HubSpot helps you stay organized, efficient, and always connected.
IS IT SAFE AND SECURE?
Yes, HubSpot is safe and secure, offering multiple layers of protection to ensure that business and customer data remain private and well-protected. The platform follows industry-standard security protocols, including TLS encryption to safeguard data in transit and AES-256 encryption for stored information.
HubSpot also provides role-based access controls, allowing businesses to set permissions and restrict sensitive data to authorized team members. Multi-factor authentication (MFA) adds another layer of security, helping prevent unauthorized access to accounts. Regular security audits and compliance with GDPR, SOC 2, and other industry regulations further demonstrate HubSpot’s commitment to data privacy.
Additionally, HubSpot’s infrastructure is built with automatic data backups and disaster recovery measures, ensuring that critical business information is not lost due to system failures or cyber threats. The platform also includes fraud detection and proactive monitoring to identify and mitigate potential security risks.
IS THERE A FREE VERSION?
Yes, HubSpot offers a free version with access to essential CRM, sales, and marketing tools, making it a great option for small businesses and startups. The free plan includes basic invoicing features, allowing users to create and send invoices while tracking payments within HubSpot’s CRM.
While the free version provides core functionality, it comes with some limitations. Advanced features like automated invoicing, recurring billing, payment processing integrations (e.g., QuickBooks and Stripe), and customizable branding are only available in paid plans.
HOW MUCH IS IT?
HubSpot offers a range of pricing plans tailored to different business needs, with invoicing features available across various tiers.
Starter Plan: Designed for growing businesses, the Starter plan offers additional marketing tools alongside invoicing features.
Professional Plan: Aimed at businesses seeking advanced marketing automation and reporting features, the Professional plan includes comprehensive tools to scale marketing efforts.
Enterprise Plan: Built for large organizations requiring advanced control and flexibility, the Enterprise plan encompasses all features of the Professional plan, along with additional capabilities tailored for complex business needs.
Please note that while invoicing features are accessible in the free plan, advanced functionalities such as automated invoicing, recurring billing, and integration with payment processors like Stripe may require a paid subscription.
CUSTOMER SUPPORT
In our experience, HubSpot’s customer service is reliable, responsive, and well-equipped to assist users at every level. The platform provides multiple support channels, including live chat, email support, and phone assistance for higher-tier plans, ensuring that help is always available when needed.
One of HubSpot’s standout features is its comprehensive self-help resources. The Knowledge Base is filled with detailed guides, step-by-step tutorials, and troubleshooting articles that make it easy to find solutions independently. Additionally, the HubSpot Community Forum allows users to ask questions, share insights, and learn from other professionals.
For businesses on paid plans, HubSpot’s support team is quick to respond, offering clear and actionable solutions. The 24/7 support available for Professional and Enterprise customers ensures that urgent issues are addressed promptly. Moreover, the HubSpot Academy provides extensive training courses that help teams make the most of the platform.
BOTTOMLINE
If you're already using HubSpot, HubSpot Invoicing is a powerful and intuitive tool that simplifies invoice management. It’s an ideal choice for businesses looking to streamline payments, automate workflows, and maintain a single source of truth for customer transactions. However, if you need standalone, advanced invoicing features, you may want to explore dedicated invoicing platforms. Try it out to see if it fits your business needs!
Get Hubspot - Easily create, send, and track professional invoices!
