Commerceの新しい掲示板トピック

Getting rid of "Starts on effective date" in Quotes

InnovativH — Fri, 23 Jan 2026 01:30:25 GMT

Hello,

I'm trying to create my first quote, but the wording "Starts on effective date" appears under every product in every line item. That wording doesn't make sense since it's a one-time product they are purchasing and we are shipping to them. I have played with all the settings and properties related to quotes and products and I cannot seem to find a solution.

Is it possble to add image in Quota based on selected products.

RichardRetail25 — Wed, 21 Jan 2026 09:44:35 GMT

Hi y'all,

One of my clients is looking to use custom-designed quotes in HubSpot so they can maintain their existing look and feel. Their previous quotes were almost brochure-like and included accessories as well as up- and cross-sell suggestions.

While my coding knowledge is limited, I also believe this level of customization may not be possible out of the box. That said, the client would like to know whether the following is possible:

When a product is selected on a quote, can an image of that product be automatically added to the quote so the recipient can see the product visually?

Any insights would be greatly appreciated.

Thanks in advance!

Why isn't the line item font changeable?

CRoses — Tue, 20 Jan 2026 11:10:07 GMT

There is misleading verbiage directly under Heading 4 (H4) that says "formatting of the line item names." However, it doesn't actually change anything about the line item names and after talking to HS Support, they said the line item name font cannot be changed. If every other font area is available to be changed on a quote, please make it make sense that line item names are the only thing that cannot be changed and therefore they stick out oddly when they are a heavy bold (for some reason) and all the other text on the page can be a different font.

Has anybody figured out how to change their line items to match the rest of their chosen font on a quote?

Subscriptions - upselling

IClarke1 — Tue, 13 Jan 2026 15:05:13 GMT

We are a software company and are looking to start to use Hubspot Subscriptions. We currently do subscription management manually and think that we can improve our process flows by moving to subscriptions.

We use Hubspot as our CRM/Sales tool, and Sage Intacct as our finance tool. All invoices/payments are generated/managed in Sage Intacct. This won't change. We will never move to credit card/online payments due to the type of customers we serve.

Looking at Hubspot, I had the view that our sales process could generate the subscription, which will create the invoice record in Hubspot. We will then use our data mover to transfer the invoice record to Sage for processing. We will move the invoice status (paid!) back to Hubspot to close the loop.

For the most part, this seems to work. However I have found that we cannot amend (upsell) a subscription mid term, and have the interim invoice automatically generated. We can amend before a billing period boundary and the next invoice is uplifted, but we need the interim invoice to cover the difference. Apparently we cannot amend subscriptions if we don't use online payments.

Is there any workaround or dummy payment process we can implement to allow Subscription upselling?

many thanks,

Ian

Hubspot for nonprofit

PMiller28 — Wed, 07 Jan 2026 19:01:29 GMT

Hi all. I am currently looking for a way to track volunteer hours for our nonprofit so that we can let orginizatons and companies know how many hours their company has donated as well as how much that equates monetarily.

For example:

"Thank you, Chase Bank. Your employees have donated 146 hours of volunteer time in the past year. That is $3,000.00 of paid employment for survivors."

I would need a practice on how to put those volunteer hours into Hubspot and then how to pull that information so I can track it.

Thank you.

Hope that makes sense.

Thanks.

HubSpot Form to CRM Sync Delay – Troubleshooting Tips?

NaProxy — Fri, 26 Dec 2025 06:46:51 GMT

Hey fellow HubSpot users!

I’ve set up a HubSpot landing page form to feed leads directly into my CRM, but lately, there’s a 10-15 minute delay between someone submitting the form and the lead appearing in the CRM. I’ve double-checked the form’s "Sync to CRM" setting (it’s enabled!) and there are no error messages in the form submissions log.
Has anyone run into this sync lag before? Are there common culprits (like third-party integrations or plan limits) I should check? Any quick fixes to speed up the data flow?

Thanks for sharing your insights—super appreciative!
https://www.naproxy.com/

Invoice payment links not working

LWelton — Sat, 13 Dec 2025 13:40:15 GMT

Invoice payment pages on hubspotpagebuilder are failing with
ERR_SSL_PROTOCOL_ERROR. Payments and Stripe were previously working.

Commerce Hub 2025 Update Roundup: Transforming the Way You Do Business

EmilyNunes — Wed, 10 Dec 2025 14:08:11 GMT

2025 marked a significant year for Commerce Hub, filled with major updates and highly anticipated improvements....the exciting part is that this is only the beginning! We rolled out more than 58 product updates to Commerce Hub. Take a look at the summary below to see what’s new, and stay tuned for even more exciting developments in the new year.

Commerce Hub is structured around three main product groups: Billing, Payments, and CPQ, ensuring specialized solutions for every part of your commerce journey.

Billing

In direct response to the complexities our customers face with invoicing and subscription management, we introduced a set of powerful billing enhancements this year. These updates make it easier than ever to streamline billing workflows, improve accuracy, and give businesses greater flexibility and control.

Billing Contact for Invoices and Subscriptions: This allows you to define and automatically select the right billing contact for invoices and subscriptions, ensuring every invoice reaches the right person without manual intervention. This not only streamlines billing workflows, especially for B2B companies with accounting integrations like QuickBooks or Xero, but also guarantees successful invoice syncing and payment management.
Subscription Notifications: This update makes it easy to turn subscription-related emails on or off, so you control exactly which updates your buyers receive, including notifications about subscription changes, pauses, or billing date updates.
Custom properties for Subscriptions: Custom properties for subscriptions help extend the data model to make it easier to unify data in HubSpot. Subscriptions help you manage recurring revenue and now offer more flexibility to add important details like additional contract dates, external IDs for provisioning, or files such as POs.
Associate Invoices and Tickets: You can track and report on invoices generated from tickets. You can also track the tickets that are associated with a particular invoice.
Preview and customize invoice emails: You can now customize and preview invoice emails that are sent from HubSpot. The invoice link and PDF download are also available options.
Configurable invoice presets: Configurable invoice presets let you save and apply custom invoice settings, like alternate addresses or personalized comments, for different situations and customer groups.
Access invoice actions from the sidebar: You can access the Invoices actions from the sidebar, and no longer need to navigate to the Invoices preview panel first. This will save you time when managing invoices within HubSpot.
Automatically create invoices from one-time payments and subscriptions: This update now lets you automatically generate invoices from one-time payments, paid quotes, payment links, and subscriptions. This automation saves time and reduces manual work, ensuring invoices are consistently created whenever payments occur.
Commerce Tax Rates API: In 2024 we launched tax rates to support adding taxes to Commerce Hub tools such as Quotes, Invoices and Payments Links. The addition of a Tax Rates API enables you to fetch your tax rates, and then apply them to Line Items when you are creating those objects via API to collect tax.
Expanded Currency Support for Subscriptions: You can now create subscriptions, and convert deals or quotes, using any currency supported by HubSpot, not just those supported by your payment processor. This added flexibility eliminates currency restrictions, making it easier to manage subscriptions for customers worldwide.
Hide Billing Dates on Subscription Invoices: A new invoice setting enables you to choose whether to display or hide billing dates on your subscription invoices.
Import Subscriptions: You can now manage subscriptions just like any other CRM object in HubSpot: importing, customizing, and associating them with other records to track recurring revenue, automate workflows, and streamline renewals.
Display Partial Payments on Invoices: Your invoices now display complete payment history when customers make partial payments. This helps you track outstanding balances and maintain clear payment records. Your customers benefit from transparent payment history so they can manage their payments more easily.
Multiple one-time discounts on Invoices: Previously, invoices only allowed one discount to be applied. Now, users can add multiple discounts.
Invoice PDFs in Payment Receipt Emails: With invoice PDFs attached to payment receipt emails, buyers can easily track payment details, save or print invoices for their records, and reduce follow-ups to you.
Custom and default Net Payment Terms on Invoices: Invoice users can create, edit, and delete custom payment terms in Invoice Settings. Users can also set a default term, which is applied to new invoices, and can be edited in the invoice editor.
Apply company branding to invoices: New invoices now automatically reflect your company's branding. The "Pay Now" and "Download" buttons will now use your brand colors - something that wasn't customizable before.
AI-Generated Invoice Emails: Generate professional invoice email drafts automatically using AI. Each email includes relevant invoice context tailored to your customer. AI-generated emails save you time by eliminating manual drafting, and improve your customer's experience with timely, professional communication.
Create and Apply Credit Memos to Invoices: Credit memos enable you to record adjustments that reduce customer balances due to overpayments, pre-payments, or other corrections. You can apply credits directly to invoices to keep your financial records accurate.

Payments

With feedback from customers striving for efficient, flexible, and global payment processing, we continued to evolve our payments capabilities. Our latest updates empower businesses to accept payments with ease, provide more options for buyers, and gain deeper insights into their revenue streams.

HubSpot Payments Available in Canada & UK: This expansion means even more merchants can leverage HubSpot payments to collect payments directly from their CRM
Switch to HubSpot Payments from Stripe Payment Processing: Commerce Hub customers using Stripe payment processing can now easily switch to HubSpot payments right from within Payments Account settings.
New Bank Debit Payment Methods (SEPA, BACS, PADs) for HubSpot Payments: Offering additional local bank debit options gives your buyers more choice so they can pay using their preferred payment method
Expanded Multi-Currency Support for Payments in Commerce Hub: You can now sell in 130+ global currencies through HubSpot payments and Stripe payment processing, enabling you to charge buyers in their preferred local currency.
Payment Method on File: Storing a payment method for future charges allows you to charge your customers without asking them to complete an online checkout, streamlining revenue collection process.
Charge a stored payment method in Invoices Editor: You can now charge a buyer's stored payment method for one-time charges within the Invoices Editor, which simplifies your charge process.
Default Checkout Fees: You no longer need manual workarounds to add fees when customers pay by credit card. Your customers see fees clearly displayed at checkout before they pay, giving them transparency to choose the best payment method and encouraging them to select lower-cost options like ACH or other bank debit payments.
Apply and Manage Checkout Fees on Subscriptions: Checkout fees can now be used when creating a manually billed subscription. Additionally, checkout fees can be removed from a subscription, so buyers can update their payment method.
Set email address to send buyer receipts: In the past, buyer receipts were emailed from a no-reply email address, and buyers could not reply directly to you. Now, you can set a default email address to your team email address, so buyers can respond directly to you and the emails will flow into the HubSpot CRM. This may also improve the email deliverability of buyer receipts.
Set Maximum Redemptions & Expiration Dates for Discount Codes: You can now set the max number of redemptions and/or an expiration date for a discount code ensuring promotions stay within usage limits for payment links.
One-Click Subscription Cancellation: Simplify your customer's subscription cancellation process by allowing them to initiate subscription cancellation with a link in their receipt. You can enable a setting to include a link to open a pre-formatted subscription cancellation email in each buyer's subscription receipt.
Commerce Analytics Suite: Previously, there wasn’t a readily available dashboard to analyze this type of data. Now, you can view your sales reports alongside your commerce reports to get a full picture of your business.
Chargeback and Dispute Visibility for Payments: You’ll now receive automatic notifications at every stage of a payment dispute, with detailed dispute information easily accessible directly within each payment record. This ensures instant awareness and greater visibility, empowering you to respond and resolve disputes quickly and effectively.
Respond to Disputes & Chargebacks within Commerce Hub: Previously, disputes were managed through a manual email process. Now, you can respond to disputes and view real-time dispute resolution activity within HubSpot.
Two Way Invoice Sync for Xero: Until now, HubSpot’s Xero integration only supported one-way syncing of invoices from Xero → HubSpot. With this new functionality, you can use invoice sync to send invoices both from Xero → HubSpot, and HubSpot → Xero. This update makes is easy to reflect invoices and payments in your accounting system—you no longer need to manually export invoices from HubSpot and upload them to Xero.
Commerce User Permissions Settings: Commerce permissions give teams more precise control over who can access and manage commerce functions like quotes, products, billing, and payments.
Append Buyer Email to Payment Link Redirects: When someone completes a purchase using payment links, you now have the option to include the customer's email in the redirect URL. This enables better tracking and makes it easier to set up the correct onboarding experience for your customer upon redirect.
Enable Automatic Billing After First Subscription Invoice Payment: You now have more options for subscription billing. With this update you can set up subscriptions to automatically charge after the first invoice payment, which gives you flexibility in how you collect and store payment methods.
Subscription Retries for Card Payments: With this update, failed subscription card payments are now automatically retried. When a subscription card payment fails, the system will retry the payment following a predefined schedule to help prevent lost revenue.
Payments in the new Forms Editor: With Payments in updated forms editor, you can now collect digital payments directly within your HubSpot forms, letting visitors submit responses and pay in one seamless step. Both payment and submission data are stored together for easy tracking, and you can set up simple or conditional redirects to tailor the payment experience for each user.
Apple Pay and Google Pay Now Available with Stripe Payment Processing: Apple Pay and Google Pay are now available for users using Stripe payment processing, and no action is needed to enable them. If you accept credit or debit cards, then Apple Pay and Google Pay are automatically accepted.

CPQ

In response to valuable customer feedback seeking a more robust quoting solution, we proudly launched our new CPQ (Configure, Price, Quote) tool at INBOUND this year. Now, teams can close deals faster with AI-powered quotes, smart approvals, and actionable buyer insights—all while streamlining the quote-to-cash process within a unified customer platform. With powerful automation and reporting features, our CPQ tool gives your business true control and visibility at every step.

Streamlined Quote Approval for Admins: Admins can now quickly manage and approve quotes directly from the quotes index page, rather than relying on the old task-based process. This streamlines approval workflows, making it easier to review and prioritize quotes without sorting through unrelated tasks.
Additional Quote Activity Tracking: You can now track additional quote activity events that cover the entire quote journey. New trackable events include: buyer e-signed a quote, quote expired, and quote was manually marked as signed
Adding Required Documents to Quotes: Customers can now use quote attachments which are additional files that can be uploaded and attached directly to a quote. These attachments will be visible to the recipient within the signing envelope.
Preview and Customize Quote Emails: You can now customize and preview quote emails before sending them to buyers. You have the option to either send the email directly, or copy the quote link to send it separately.
Create Quotes from Contact & Company Record Pages: Quotes were previously only available on deal record pages. Now, you can view and create quotes directly from Contact and Company record pages as well.
Make Verification Optional for Quote E-Signatures: Email verification isn’t always necessary when signing quotes, and requiring it can disrupt the buyer’s quote and purchase experience. We've made this step optional, enabling you to choose whether to enable or disable email verification during the signing of a quote.
Updated Quote Expiration Logic for CPQ: CPQ quotes now remain active after all buyers have signed, allowing unlimited time for payment setup and countersignature, rather than expiring automatically on the expiration date. This prevents processing delays and eliminates the need to recall and re-send quotes when payments or signatures aren’t completed in time.
Customize Quote Acceptance Section with Rich Text: The "Acceptance" section within AI-powered CPQ quotes can now be edited using rich-text editing.
Quote Activity in Sales Workspace Feed: You can now see and monitor the latest activity on quotes related to your deals directly within the Sales Workspace Feed.
Customize Sections, Header, and Summary for CPQ Quotes: Sales admins can now standardize and customize how fields display via the quote template, and sales reps can easily make adjustments at the quote level, making it easy and fast to create and send quotes to buyers.
Quotes CRM Index Page: The quotes index page now uses the new index page design, giving you more control through customizable columns, views, and side panels.
Create Quotes from Deal Index: Commerce Professional and Enterprise users can now view quote status and create quotes directly from the Deal Index Table View in the CRM.
Closing Agent: Closing agent is your AI-powered sales assistant that provides instant responses to buyer questions 24/7. It's trained on your content: files, URLs, and knowledge base articles, and identifies when human expertise is needed, notifying you in-app, via email, or through Slack and Teams.
New Product Builder with Product Status: Instead of deleting or duplicating products, you can now easily deactivate outdated products and keep your offerings up to date. This reduces the risk of using old products, while making it simple to reactivate items when needed.
Tiered Pricing: You can now configure quantity-based tiered pricing directly in HubSpot, giving you the flexibility to scale prices based on how much your customers buy. Whether you offer bulk discounts, sell licenses in blocks, or price services by volume, tiered pricing helps you reflect real-world purchasing behavior without spreadsheets or workarounds.
Create Product Bundles: Bundles eliminate repetitive work by letting you define once, reuse everywhere. This reduces quote creation time, avoids mistakes (like forgetting installation or shipping), and gives RevOps more control over pricing consistency.
Line Item Custom Properties: Previously, line items were rigid and custom properties were only available by defining a custom property on Products. Now, you can: customize line items to your sales process without workarounds, add logic-based fields like margin, fees, or discounts, and unify how you manage data across all your core CRM objects.
Show/Hide Controls for Acceptance: in CPQ Quotes Sales teams want to use quotes for both proposal and agreement/contract use cases. By allowing Acceptance to be hidden, you can better use quotes as a proposal document.

APIs

Updated Commerce Hub Payments API: With the payments API, you can now create payment data that represents revenue received outside of Commerce Hub, making it easier to unify revenue data in HubSpot. Coupled with the invoices API, you can now create invoices and mark them paid via the API by creating an associated payment.
Updated Subscription API: You can now use the subscription API to create, update, pause, unpause, and delete subscriptions in HubSpot

As we reflect on all we’ve accomplished this year across Billing, Payments, and CPQ within Commerce Hub, it’s clear our commitment to delivering smarter, simpler, and more powerful commerce solutions is stronger than ever. The most exciting part is that we’re just getting started. Your feedback continues to inspire and guide our work, and together, we’ll keep redefining what’s possible. Stay connected, keep sharing your ideas, and look forward to even more transformative innovations from Commerce Hub in the coming year.

How to incentivize invoice online payment

darveesh — Thu, 04 Dec 2025 22:50:19 GMT

We use (standalone) invoices and online payments. Our clients can and some do mail in a physical check (you cannot remove the address field off the invoice template but that's a different post). We would like to encourage them to pay online by offering a discount for doing so.

However, it seems there is no straight forward way to do this. My ideal approach would have been to leverage the payment fee structure in place today. The same mechanism that can add 3% to credit card payments for example. We could enter a -2% "fee" for direct debit payment. But the setup screen doesn't allow me to enter a negative value. Smallest value is 0.01.

The next best approach would be to use discount codes. This wouldn't limit to ACH only, but it's better than nothing. Alas, discount codes aren't supported for invoices. Only direct payment links. So clicking the payment link on the invoice doesn't offer a place to enter a code.

Anyone have a suggestion on how to accomplish this? Will using Stripe instead of native Hubspot as payment processor allow us to apply this discount at the Stripe checkout page?

Appreciate any input.

Developer for CMS quote templates (??) Feedback wanted

LNitti — Mon, 01 Dec 2025 18:20:46 GMT

Hello,

We are currently on the legacy commerce hub and migrating to the new version next year.

We want to look at HubSpot for our quoting/proposal process. For anyone that recently starting building our proposals in HubSpot, can you share with me your experience and how difficult it is? I was looking at the knowledge base about quote customizations using no code and then what is part of the customization that would require a developer.

Has anyone had any luck with a HubSpot developer for these types of projects? Is it worth the cost or is this something that can truly be done in house?

Thank you!

Looking for Advice on Improving Day-to-Day Workflow in HubSpot

nickJohnson37 — Sun, 23 Nov 2025 18:19:00 GMT

Hey everyone,
I’ve been using HubSpot regularly for my daily tasks, but I feel like I’m not taking full advantage of some of the features.

Are there any simple workflow improvements, shortcuts, or small habits you’ve added that made your daily use of HubSpot smoother or more efficient?

Nothing advanced — just practical tips that help in day-to-day work.
Would love to hear your suggestions.

Thanks!

Attributing revenue from quotes to suppliers

MatthieuDumont — Wed, 19 Nov 2025 20:44:33 GMT

Hi there !

We have a major data attribution challenge:

A client can order from us multiple products from multiple partners.

Like:
Client Alpha
1000 product A (1$) from supplier 1

2000 product B (1$) from supplier 2

Client Beta

1000 product C (1$) from supplier 2

1 product D (1$) from supplier 3

Ideally, I'd want to have on the supplier company record ID, a view on how much revenue they represented for us.

for example: supplier 2 would represent 2000+ 1000 = 3000$ (assuming the price is 1$ for each product for the sake of the example)

I thought of creating inside the sales deal a quote and have a custom line item property with the supplier company record ID to be pasted in manually by each rep; but even with this, the best we can do a 1 custom report per supplier. Again the goal is to view on the supplier record how much revenue they generated for us.

Additional constraint: can we do this without custom code, zappier and custom objects (for budget reasons)

Any brilliant ideas?

CPQ License Access

brooke-Monad — Wed, 19 Nov 2025 16:01:21 GMT

We recently purchased 1 Commerce Hub Professional seat but it isn't fit for purpose.

We purchased it so that a sales rep could send out a quote and use the native e-signature functionality to get the quote signed. (With the intention of standardizing on Hubspot and not buying lots of 3rd party apps)

As an Admin working as the Deal Desk manager, I have setup the new quote templates using the new CPQ functionality, but I can't see the quote templates. I am stuck on the old legacy quote interface because I don't have a license.

After spending a bunch of time troubleshooting with support, it seems that this is the expected behavior, but it does not make sense to have an org where you have both legacy and new/beta quotes available in an org. (In Salesforce, you would only have one version for the whole org, regardless of license)

So, the very normal use case of having your Deal Desk person create an approved quote for a sales rep to send out to the customer doesn't work UNLESS you buy a seat for every single person that interacts with the quote. It is a very poor user experience to have an admin be able to configure a quote template but then not actually be able to test or access it.

I don't agree with this licensing model, but if you want to continue down this path, you need to make sure your sales reps are crystal clear that admins + every person sending out a quote need to have a Commerce seat. You should never buy a single license unless your sales rep is the admin, which I think most of us would agree is a very bad idea.

Payment Links Not Working

Mhachmann — Tue, 18 Nov 2025 23:34:41 GMT

I have approximately 5 or 6 different payment links. I created another one today. Everything was working fine. When i clicked on one a few minutes ago, its says its not working. The only think I have done today was create that new link and go into commerece to see if I could get a sales total for the year. Any help with figuring out what the problem is would be appreciated.

I get this in laptop and phone browsers and in the preview. Have no idea what happened.

Selling products on our Wordpress site

MEsperance — Mon, 17 Nov 2025 21:24:33 GMT

Hello, we need to list our products on our website for sale. How do we implement either "buy now" buttons or integreate our products listed on hubspot into wordperss (woocommerce or something else). Why doesn't HubSpot have product embed codes for each item?

Help please.

New Quote Builder

FruitfulRevenue — Sat, 15 Nov 2025 22:07:37 GMT

I'm a Partner that's had some big issues with the new Quote builder transition:

You cannot limit what line items details are presented
Cannot edit the Parties module defaults or remove the module
Creating a Quote presents all template editing options, too complex and overwelming for basic users
You can't preview the quote with Personalization Tolken in place until publishing.
Clients still using the Legacy builder are inconsistency struggling with e-signature permissions

Best way to manage multiple quotes

ENorberg6 — Fri, 14 Nov 2025 07:46:54 GMT

We are using the legacy quotes module and are struggling a bit with understanding best practise for handling multiple quotes in Hubspot.

The end goal is to offer the customer multiple product packages to choose from (could be changes in quantity, but also specific line items). My understanding is that Hubspot does not offer optionals within the same quote, so in order to send these different options to the customer, you need to create multiple quotes.

I've seen sales reps handling this by also creating multiple deals, each with a singular quote, which ends up causing forecasting issues. In my mind, it makes more sense to create all quotes and connect them to the same deal, but then the line items/amount on the deal will reflect the last published quote, meaning if you want to make updates to the first quote, I assume the sales reps has to change all the line items first.

At this point I'm not looking to install any 3rd party tools, just work within the Hubspot tool. Any advice on how to best handle these kind of scenarios, taking into account both the ability to report accurately on the pipeline, as well as not killing sales rep with admin? Also wondering what the best practise is for handling the rejected quotes after the customer makes their pick; should it be cancelled/voided or do you simply leave it and let it expire on its own?

Quote custom pricing calculation

JChmielak — Thu, 13 Nov 2025 08:53:26 GMT

Hi all

I'm facing a problem with "Legacy" Quote tool where I can't customize price for Line Items. To be specific: I have built custom quote with custom calculations so template display correct data but on the step when users add Line Items The TCV is wrong.

Here are some questions that may help me find correct solution:

1. Is there a way to upadte price for line item using custom calculation when we add Line Item?

2. Is it possible to hide Total Contract Value/Amount in Quote builder?

3. Is it possible to overwrite TCV/Amount and recalculate it when we add line items??

4. Is it possible to use new AI Quote tool and Old at the same time. Old for some cases and New for others?

Cannot Create Products

DCharnock — Fri, 07 Nov 2025 15:06:35 GMT

Anyone run into an issue where they cannot create a product? I've filled in all the fields but cannot enter a unit cost. Product Creation Error

P.S. I couldn't find a Community for Deals or Products so apologizes for not putting this in the right place.

Invoices - pulling through the deal ID and client name

KarisCapital — Thu, 06 Nov 2025 12:54:32 GMT

Sorry if this is an obvious thing, but I cannot find a clear answer and it seems like it should be very simple and I can't be the only one to need this.

When I create an invoice (Which I do via line items) I simply want to pull through:

1. The Deal Record ID property

2. The associated contact's full name (even if it's just the first contact)

I need to be able to produce an invoice for a 3rd party company (which will be selected as the addressee), referring to the specific deal and the contact associated with that deal.

The invoice list within the commerce module lists the deal ID and the contact name within the Invoice ID line... so why can't I toggle those property fields in the invoice itself?

What I have tried so far:

1. Creating an invoice property with a property sync to pull through the Deal Record ID - and I managed to get it into the invoice as a custom field, but it does not sync through in the invoice preview (it remains blank).

2. Creating an invoice property as a single line text, which we can fill manually but that is additional work remembering to copy the Deal ID to paste it in.

3. Creating a workflow to populate that single line text property, but I don't seem to be have the option to use 'update a CRM property' in the workflow where the trigger is 'upon creating a new invoice record'.

Hopefully there is a solution that can be easily implemented so I don't have to manually input this info to each invoice every time.