Invoices HubSpot Object

Creating and Managing Invoices

The HubSpot Invoices API allows external applications like noca.ai to create, manage, and track official billing documents. It enables your invoices directly within HubSpot’s Commerce Hub. An invoice is a dedicated CRM object, often referred to as an Invoices HubSpot Object. This object tracks essential financial details like the due date, balance due, and current payment status (Draft, Open, Paid, or Voided). Developers initiate the process by creating a draft invoice using a POST request. Initially, the only required property is the currency. Once the draft is complete, the API is used to move the invoice to the Open status. Now, it can be shared with the buyer for payment.

Required Data and Associations

To create a fully functional, billable invoice, the API requires it to be associated with two other types of CRM records. These are a Contact (the buyer) and one or more Line Items (the goods or services being sold). This linking is critical because it automatically inherits contact and company details. Additionally, it ensures the invoice is recorded on the customer’s timeline. The API also allows for updating other key properties, such as the Invoice Date and PO number. Moreover, it is possible to set payment configurations (like accepting credit card or ACH payments) if HubSpot Payments or Stripe is connected. Importantly, each invoice effectively serves as an entity that functions as an Invoices HubSpot Object. It links vital data for seamless workflow integration.

Syncing Commerce Data for Workflows

The main benefit of the Invoices API is integrating financial data with your CRM workflows. Noca.ai can use the API to automatically track when an invoice moves from Open to Paid. This change can then trigger a series of actions, such as updating the associated Deal stage, notifying the sales rep, or logging a Payment record. This synchronization involves each Invoices HubSpot Object. Thus, it removes manual steps, ensuring that the entire customer journey, from deal closure to revenue collection, is reflected accurately within the HubSpot CRM. This enables unified reporting and automated follow-up. Therefore, such HubSpot Objects for invoices play a critical role in streamlining operations and maintaining accurate data flow through each invoice stage.