Configure a default note for HubSpot invoices

HubSpot's Commerce Hub is quickly rolling out a number of improvements, making it easier for businesses to manage their Configure/Price/Quote (CPQ) functions directly in HubSpot.

With this update, admins can now set a default note that appears on all invoices. Ideal if you want to thank customers for their business or maybe leave payment instructions.

You can set the default by Visiting 'Settings', then 'Invoice Settings' and choosing 'Creating Invoices'. You'll then see the option to set a 'Default Comment'. 

Configure the default note for invoices in HubSpot

Late last year, HubSpot expanded Commerce Hub to the UK market but it does come with some significant restrictions for British businesses that depend on recurring transactions. If you need support understanding these limits or you want to find out how SpotDev has worked around them, then why not explore our Support Block services

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