How to create an Invoice?

Recording Transactions in HubSpot

• Invoices capture the transaction details.

• Deals track payments made (named: "Payment – [number]").

Note: If payment is partial, invoice will remain open.

Creating a New Sale

1. Find patient in HubSpot.

2. Under “Invoices” → Click Add → Create Invoice.

3. Enter Invoice Date, Customer Type, Coordinator, and Treatment End Date.

4. Select plan(s) from Product Library → click Add.

5. Modify unit price as needed.

6. Click Finalize twice.

7. Close the email dialog box.

Applying a Payment to an Invoice

1. Hover over invoice and click Preview.

2. Click Actions → Record Payment.

3. Enter payment amount and source (card, cash, financing).

4. Uncheck email receipt.

5. Click Record Payment.