How to View Your Hubspot Invoices and Receipts

Managing payments inside Hubspot is easier when you know exactly where to find your invoices and receipts. This guide walks you through each step to access, download, and understand your billing documents directly from your account.

Accessing Billing Settings in Hubspot

Before you can see transaction details, you need to open the billing area in your account settings. Only users with the correct permissions can view all invoice information.

1. Log in to your account.

2. In the main navigation bar, click your account name or profile avatar.

3. Select Account & Billing from the dropdown menu.

4. Open the Billing tab to see your billing overview.

If you do not see the Billing tab, you may need an account admin to update your user permissions so you can access the Hubspot billing tools.

Where to Find Invoices in Hubspot

Once you are in the billing section, all current and past charges for your subscription are listed in a centralized table.

In the Billing tab you will typically see:

• Invoice number for each billing event
• Issue date and due date
• Status (paid, open, past due, or refunded)
• Amount and currency

Each row in the table represents a separate invoice, making it simple to review your Hubspot payment history at a glance.

Sorting and Filtering Hubspot Invoices

To quickly find a specific record, use the table controls.

• Sort by date to see the most recent invoice first.
• Sort by status to focus on open or past due items.
• Use your browser search (Ctrl+F or Cmd+F) on the invoice page to locate a known invoice number.

This helps you manage large volumes of Hubspot billing records efficiently.

How to View a Single Hubspot Invoice

From the billing list you can open the full details of any invoice.

1. Go to Account & Billing > Billing.

2. Locate the invoice you want to review.

3. Click the invoice number or the related View link (depending on your interface).

The invoice detail page usually includes:

• Hubspot account name and billing contact
• Billing address and tax information (where applicable)
• Product lines (subscriptions, add-ons, or services)
• Billing period and quantity metrics
• Subtotal, tax, discounts, and total due

These details make it easier for your finance team to reconcile Hubspot payments against internal purchase orders or budgets.

Downloading or Printing Hubspot Invoices

Most accounting or auditing processes require a downloadable or printable copy of each invoice.

1. Open the invoice detail page.

2. Click Download or Print, depending on the options shown.

3. Choose Save as PDF in your print dialog if you need a digital file.

Store these PDF invoices in your internal accounting system so your team can track long‑term Hubspot spending.

Resending Hubspot Invoices by Email

If someone in your organization needs another copy, you can often resend the invoice to a billing contact.

1. From the invoice detail screen, look for an option such as Email or Send invoice.

2. Enter the recipient email address if prompted.

3. Confirm and send the message.

This is useful when finance or procurement teams need confirmation of Hubspot charges but do not have account access.

Viewing Hubspot Payment Receipts

Receipts confirm that a charge has already been successfully processed. They are essential when you need proof of payment for audits or reimbursement.

To access receipts:

1. Open Account & Billing from your profile menu.

2. Select the Billing tab.

3. Find an invoice with a Paid status.

4. Click the invoice to view its full details.

On many accounts, a separate receipt document or confirmation is available on this page. It will reflect the payment method used and the date the transaction was completed within Hubspot billing.

Downloading Hubspot Receipts

To store proof of payment:

1. Open the paid invoice or dedicated receipt view.

2. Click the Download or Print receipt option.

3. Save it as a PDF and upload it to your finance system.

Centralizing your Hubspot receipts in this way simplifies audits and monthly reconciliations.

Understanding Common Hubspot Invoice Statuses

Invoice status labels help you understand the current state of each charge.

• Paid — the invoice has been fully settled and a receipt is available.
• Open — the due date is upcoming and payment has not yet been processed.
• Past due — the invoice was not paid by the due date and may require immediate attention.
• Refunded — the amount was returned to your payment method.

Monitoring these statuses in Hubspot ensures there are no interruptions to your subscription or add‑on services.

Updating Billing Contacts for Hubspot Documents

To make sure the right people receive invoices and receipts, confirm that your billing contacts are accurate.

1. Go to Account & Billing.

2. Open the Company info or Billing contacts section (name may vary).

3. Add or edit billing email addresses and contact names.

4. Save changes so future Hubspot invoices and receipts go to the correct inboxes.

Keeping this information current reduces delays in payment approval and processing.

Troubleshooting Hubspot Invoice and Receipt Issues

If you cannot find a document or something does not match your expectations, use the following checks.

• Permission issues: Confirm you have access to billing data in Hubspot.
• Missing invoices: Check date filters or search by amount or invoice number.
• Receipt not generating: Ensure the invoice shows as Paid. If it is still Open, the receipt will not appear.
• Incorrect details: Review your company name, address, and tax ID in billing settings, then contact support if corrections are needed on past invoices.

For official documentation on invoices, receipts, and billing behavior, you can review the detailed help center article at this Hubspot knowledge base page.

Improving Hubspot Billing Processes

Once you are comfortable with where everything lives, you can design repeatable internal processes around Hubspot billing.

• Schedule a monthly task to download new invoices and receipts.
• Store documents in a shared folder accessible to finance and operations.
• Use standard naming conventions that include date, invoice number, and product.
• Track subscription renewal dates to avoid surprises on future invoices.

For help designing broader RevOps or CRM processes around your subscription, you can work with a specialist agency such as Consultevo to align financial workflows with your overall platform strategy.

Key Takeaways for Managing Hubspot Invoices

To summarize the most important actions:

• Use Account & Billing to access the main billing dashboard.
• Open the Billing tab to see all Hubspot invoices and statuses.
• Click any invoice number to view, download, or email a detailed copy.
• Access receipts from paid invoices to document completed transactions.
• Keep billing contacts and company information up to date.

By following these steps, you will always have accurate, organized records of your Hubspot invoices and receipts for accounting, compliance, and internal reporting needs.

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