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Lesson 7: Invoices

Lesson 7: Invoices

Generate detailed invoices for each transaction, including discounts and taxes. Download PDFs, issue refunds, and integrate with HubSpot for easy sharing of invoices and PDF links with clients.

Lesson 7: Invoices

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Every transaction now includes a detailed invoice with line items, quantities, unit prices, totals, discounts, and taxes. Learn how to download PDF versions of invoices or issue refunds directly from the platform.

Plus, discover the seamless integration with HubSpot, where invoice links and PDFs are automatically attached to contact and deal records. Share these professional invoices with your clients using public URLs or direct PDF links.

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