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      Does HubSpot manage invoicing?

      If you're looking for a comprehensive invoicing solution, HubSpot is a great option. It's easy to use, customizable, and integrates with other popular CRM and accounting software.

      Yes, HubSpot can manage invoicing. HubSpot's payments tool allows you to create and send invoices, track payments, and manage your customer's payment history. You can also create custom invoices with your company's logo and branding.

      To create invoices in HubSpot, you'll need a Starter, Professional, or Enterprise account with the payments tool set up. Here are the steps on how to create an invoice:

      1. In your HubSpot account, click your account name in the top right corner, then click Account & Billing.
      2. At the top, click Payments.
      3. Click Create invoice.
      4. Enter the following information:
        • Invoice number: A unique identifier for your invoice.
        • Date: The date of the invoice.
        • Customer: The name of your customer.
        • Items: The products or services you're invoicing for.
        • Quantity: The quantity of each item.
        • Rate: The price per unit for each item.
        • Subtotal: The total amount of the invoice before taxes and shipping.
        • Taxes: Any applicable taxes.
        • Shipping: Any applicable shipping charges.
        • Total: The total amount of the invoice.
      5. Click Create invoice.

      Once you've created an invoice, you can send it to your customer by email or by printing it out. You can also track the status of payments and manage your customer's payment history.

      Here are some of the benefits of using HubSpot to manage invoicing:

      • Simplicity: HubSpot's invoicing tool is easy to use and can be accessed from anywhere.
      • Customization: You can customize your invoices with your company's logo and branding.
      • Tracking: You can track the status of payments and manage your customer's payment history.
      • Integrations: HubSpot integrates with other popular CRM and accounting software, so you can easily sync your data.

      If you're looking for a comprehensive invoicing solution, HubSpot is a great option. It's easy to use, customizable, and integrates with other popular CRM and accounting software.