HubSpot: Billing and Payments Software
Now you can invoice directly from HubSpot... Or you can invoice from your accounting system while allowing your team (or some people on the team) to view invoice status.
Billing, and payments software that helps you control and streamline billing - payments.
Economic Development Use Cases
- Invoice Investors
- Invoice for Membership
- Set up Annual Subscriptions
- Invoice for Sponsorships and Events
- Invoice for Co-Working, Leases, Rent, etc.
- Integrates with the following (and more - just ask)
QBO - QuickBooks Online
Sage Intacct, Sage Business Cloud
NetSuite
FreshBooks
Zero
Zoho
Microsoft Business Central
From the HubSpot Knowledge Base
Create and manage invoices in HubSpot to streamline your billing and payment collection processes. Generate invoices, customize invoice details, and send invoices to your customers. Collect digital payments through HubSpot payments or Stripe payment processing, or track payments made outside of HubSpot.
Invoices can be created:
- From a contact, company, deal, or quote record, or from the invoices index page.
- From a published quote, to copy the quote's details into a new invoice.
- Automatically using subscriptions.
- Automatically when payments are made through payment links or quotes.
Features
- AI-powered quotes: 1-click quote generation, branded templates, AI cover letters
- Integrated billing: Subscriptions, ramps, milestone billing, dunning
- Embedded payments: ACH, credit and debit card with flexible payment processor choice — HubSpot payments or Stripe
- Approval workflows: Smart routing, change tracking, audit-ready logs
- Quote analytics: Buyer engagement tracking, version control, expiration nudges