Create a new Invoice
Navigate to Commerce > Invoices
Click Create Invoice in top right corner
Add a contact for the invoice by clicking +Add contact and searching for desired contact
Choose desired contact
Click Save at the bottom to save contact
Add a company if needed for the invoice by clicking +Add company and searching for desired company
HubSpot can autofill the company based on the contact if the two are linked
Choose desired company
Click Save at the bottom to save company
Check if Invoice date is as desired, default is the date at time of making invoice, can be changed. Should be date the invoice is sent to customer
To set a due date, change the Payment terms dropdown to Custom date
Add a PO number if necessary
Click Save in the top left corner to save changes
Edit an existing Invoice
Editing an invoice can only be done if it has not been finalized!
Navigate to desired Invoice
Open the Actions dropdown in the top right corner of the invoice pane
Click the edit option
Add a Line Item
Navigate to desired invoice and open the editing view
Open the Add line item dropdown on the right side below Line items
Add a line item by:
Select from product library
Search, scroll, or look through folders for desired line item(s)
Check box to side of line item(s)
Select Add at the bottom
OR
Create custom line item
Note: Please see Tech before making a new line item.
Fill required information to create a new line item
Select Save or Save and add another to save line item
Update the quantity of the line item if needed by clicking in the box of the desired line item under the Quantity column
Click Save in the top left corner to save changes
View an Invoice
Navigate to Commerce > Invoices
Search for desired invoice
Click on desired invoice to open panel on right side
If the invoice has not been finalized:
Open the Actions dropdown in the top right corner of the invoice pane
Click the edit option
Add a discount
To add a discount on a single line item
Click in the box of the desired line item under the Unit Discount column
Choose if the desired discount is a percentage (%) or flat dollar ($) discount
Add the amount of discount
Click Save in the top left corner to save changes
Note: Lot discount is currently deactivated due to QuickBooks integration
Finalize an Invoice
Note: Invoices CANNOT be edited after being finalized!
Navigate to desired invoice into the invoice view
Double check all fields are correctly filled
Select Finalize in the top right corner
Select Finalize in the pop up to finalize the invoice
Void an Invoice
If you want to void an invoice, please see Tech.