I’m considering using HubSpot for my invoicing instead of my current method, which has become quite chaotic. I’m curious about how effective HubSpot’s invoicing is in real situations. Has anyone had hands-on experience with it? Is it straightforward to use, or does it require a lot of setup time? Additionally, I want to know how well it integrates with other tools, as I rely on several platforms for my business. I’m eager to hear from actual users about their experiences with invoicing clients through HubSpot. Any advice would be much appreciated!
I’ve been using HubSpot for invoicing for 8 months now - it’s completely changed my workflow. Setup took 2-3 hours to configure templates and connect my payment processor, but after that everything runs smoothly. The best part? It pulls client data straight from my CRM so I don’t have to manually enter company details each time. Payment tracking works great too. Clients pay through the invoice link and it updates deal status automatically. Customization is pretty limited compared to dedicated invoicing tools, but it handles most standard business needs just fine. Stripe integration was seamless (can’t say for other payment platforms). The reporting is decent for tracking unpaid invoices and payment history.