Setting up invoicing in HubSpot begins with activating the Commerce Hub via the HubSpot dashboard. Users must configure payments by setting up a Stripe account or applying for HubSpot Payments (U.S. only). Once approved, they can begin creating invoices directly from CRM records.
Initial configuration includes:
Assigning permissions to users
Customizing branding elements (logo, brand colors, domain, etc.)
Setting up invoice prefixes and numbering sequences
Enabling email templates and reminders
New users can get started for free with limited features or opt into a Starter, Professional, or Enterprise CRM suite to unlock additional billing automation tools.
Branded Invoicing: Users can apply company branding, including logos, themes, and custom domain links for a more professional look.
Recurring Billing: HubSpot supports both recurring invoices and subscription billing through auto-charged payment links.
CRM Integration: Every invoice is tied to HubSpot contact or deal records, making it easy to track customer history, follow-ups, and payments.
Embedded Payment Links: Payment links can be embedded directly into emails and quotes, making it easier for customers to pay.
Multi-Currency Support: HubSpot Commerce supports over 130 currencies, though actual availability may depend on the payment processor used.
Permission-Based Access: Admins can assign and limit invoice access and visibility based on user roles.
HubSpot’s support structure includes:
Live Chat & Email Support: Available 24/7 for paying customers
Phone Support: Available for Professional and Enterprise plan users Monday–Friday, 7 AM to 8 PM EST
Community Forums & Knowledge Base: Extensive documentation on invoicing, payments, and troubleshooting
Phone: 1-888-HUBSPOT (482-7768)
Email: support@hubspot.com (or through logged-in support portal)
HubSpot’s Commerce Hub is built with a focus on uptime, data integrity, and security. It uses industry-standard encryption protocols and complies with PCI-DSS requirements to protect customer payment data. All activity is logged within the CRM for accountability. Invoice status (e.g., sent, paid, overdue) is updated in real time, and users can configure email alerts for each status change.
While the invoicing tool is newer compared to established billing platforms, its deep integration with HubSpot's CRM environment makes it reliable for users already within the ecosystem. Payments are processed via HubSpot Payments (U.S.) or Stripe (international), both trusted and compliant gateways.
Users may cancel or downgrade their HubSpot subscription directly from their account settings. Invoicing tools are part of the broader CRM platform, so canceling may affect other modules:
Downgrading to the free CRM plan will remove access to some invoicing features, such as recurring billing and embedded payment links. It’s advisable to export invoice data before cancellation.
Yes, HubSpot offers a mobile app for iOS and Android. While the full invoicing suite is best accessed via desktop, users can:
View and track invoice statuses
Access contact and deal data linked to invoices
Send payment reminders
The app supports push notifications for invoice actions, but does not yet offer full invoice creation/editing capabilities on mobile.
HubSpot Commerce is included in all CRM product tiers, with varying access levels:
Free Plan: Create and send basic invoices, integrate with Stripe
Starter Plan ($20/mo+): Branding, automated email reminders, multiple users
Professional Plan: Advanced automations, recurring billing, analytics
Enterprise Plan: Custom permissions, advanced reporting, phone support
HubSpot Payments is only available to U.S.-based businesses and charges a 2.9% fee for credit card payments and 0.5% for ACH transactions. Stripe integration fees vary depending on the region.
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