How to Change the Company Name on Your Hubspot Invoice
When your business rebrands or updates legal details, you may need to change the company name that appears on your Hubspot invoices and receipts. This step-by-step guide explains exactly how to update that information in your account so future billing documents display the correct name.
Before You Update Your Hubspot Billing Details
Before changing the company name on your Hubspot invoice, make sure you have:
- Administrator or Billing access to your Hubspot account.
- The new company name, exactly as it should appear on invoices and receipts.
- Any legal documentation your finance team might require internally (not required by Hubspot for the change itself).
It is also a good idea to inform your accounting or bookkeeping team so they can expect the change on upcoming billing documents.
Accessing Your Hubspot Account Settings
The company name that appears on your invoice is managed through your account and billing settings. To begin, you must first open the settings area.
Step 1: Sign in to your Hubspot account
- Go to the Hubspot login page and sign in with your credentials.
- If you have multiple accounts, select the correct account from the account picker in the top-right corner.
Make sure you are using the primary account where your subscription and billing are active.
Step 2: Navigate to Settings in Hubspot
- In the main navigation bar, locate the settings gear icon in the top-right corner.
- Click the gear icon to open your Hubspot account settings.
All billing and company information is managed from this area of the platform.
How to Change the Company Name on Your Hubspot Invoice
Once you are in settings, you can adjust the name that appears on invoices and receipts. Follow these steps carefully to ensure your change is applied correctly.
Step 3: Open Billing settings in Hubspot
- In the left sidebar menu of settings, scroll until you find the Account & Billing or Billing section.
- Click Billing to open your billing overview page.
This section contains your payment details, upcoming charges, invoice history, and billing profile information.
Step 4: Locate your billing profile
- On the Billing page, identify the billing profile associated with your current subscription.
- Look for an option such as Edit billing information or Manage billing profile.
- Click to open the editable billing profile details.
Your billing profile typically includes company name, billing address, tax details (if applicable), and payment method information.
Step 5: Update the company name field
- In the billing profile form, find the field labeled Company name or similar.
- Replace the existing company name with your new, correct company name.
- Double-check for spelling, capitalization, and any legal suffix (Inc., LLC, Ltd., etc.).
The company name you enter here is what Hubspot uses for future invoices and receipts issued from this point forward.
Step 6: Save your Hubspot billing changes
- After updating the company name, scroll to the bottom of the form.
- Click Save or Update to apply the changes.
- Wait for the confirmation message indicating that your billing information has been successfully updated.
Once saved, the new company name is stored in your Hubspot billing profile and will appear on upcoming invoices and receipts generated after the change.
What Changes on Your Hubspot Invoices and Receipts
Updating the company name in your billing profile affects billing documents going forward. It is important to understand what will and will not change.
- Future invoices and receipts: New billing documents generated after the update will display the updated company name.
- Past invoices and receipts: Previously issued invoices usually retain the original company name used at the time of issue and may not change retroactively.
- Billing email notifications: Emails that include invoice details may also reflect the new company name.
If you need historical invoices reissued or annotated with the new name for internal compliance, contact Hubspot Support or your finance advisor to discuss options.
Verifying Your Hubspot Company Name Update
After saving the new information, you should confirm that your Hubspot account is using the correct company name in all relevant billing areas.
Step 7: Check your next Hubspot invoice
- Return to the Billing section in settings.
- Open your invoice list or history.
- When your next invoice becomes available, open it and confirm the company name appears correctly in the header.
If the new invoice still shows the old name, wait a short time, refresh your browser, and check again. If the issue persists, reach out to Hubspot Support for assistance.
Step 8: Confirm internal records align
Once you have confirmed that your Hubspot invoice displays the new company name, notify your internal finance or accounting team. Provide them with:
- A copy of the updated invoice.
- The effective date of the name change.
- Any internal reference they use for the subscription.
This helps make sure your internal records and reconciliation processes remain accurate.
Additional Hubspot Considerations for Company Name Changes
Changing the billing company name is only one part of a broader rebrand or legal name change. You may also need to review other areas of your Hubspot account.
Company name in Hubspot account profile
Beyond invoices and receipts, your company name may appear in:
- Account profile details.
- Portal name or account name displayed to users.
- Branding settings in certain tools, such as emails or quotes.
Review these areas in settings to make sure your new company name is consistent across the entire platform.
Branding, quotes, and email settings in Hubspot
If you use Hubspot quotes, documents, or branded emails, you may want to:
- Update logo files to match your new company brand.
- Adjust default email footers and signatures.
- Review quote templates and default company information fields.
Ensuring consistent branding across all Hubspot tools helps maintain a professional appearance to customers and partners.
Official Hubspot Documentation and Support
For the most current, official instructions on editing your billing information and changing the company name on your invoice and receipt, review Hubspot’s own documentation:
Official Hubspot guide to changing the company name on your invoice and receipt
If you encounter issues or if the options described here do not match what you see in your account (for example, due to interface updates or different subscription tiers), contact Hubspot Support directly from within your portal.
Improving Your Hubspot Setup with Expert Help
Updating the company name on invoices is just one small part of maintaining a clean, well-structured Hubspot environment. To fully optimize your portal, you may want assistance with data structure, automation, reporting, and CRM governance.
Specialized agencies can help you align billing details, account structure, and operational processes within the platform. For advanced consulting, implementation, and optimization services, you can explore partners such as Consultevo, which focuses on scalable CRM and revenue operations improvements.
Summary: Keeping Your Hubspot Invoices Accurate
Keeping your Hubspot invoice company name accurate is crucial for compliance, bookkeeping, and a professional customer experience. By updating the billing profile in your account settings, verifying that new invoices show the new name, and reviewing other branding locations, you can ensure all documentation reflects your current business identity.
Whenever your organization changes legal name or completes a rebrand, revisit these Hubspot billing and branding settings promptly so every customer-facing and finance-related document remains correct.
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