🔗 HubSpot KB Bridge: Manage invoices
💡 Core Capability
After creating invoices for your buyers, use the invoice index page to manage your buyers’ invoices, including editing, tracking, and exporting them. You can also associate invoices with other records in HubSpot to maintain a complete view of customer and payment activity. Learn more about creating and sharing created invoices.
🛠️ Key Operations & Headings Outline
- Before you get started
- Understand limitations and considerations
- Manage invoices
- Manage drafted invoices
- Edit finalized invoices
- Manage finalized invoices
- Remove a payment from an invoice
- Export invoices
- Delete and download multiple invoices
- Review edit history
- Associate invoices with other records
- Automatic associations
📋 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