How to download HubSpot invoices and receipts

Finding invoices

1. Select your account name at the top right, then Account & Billing.
2. Open the Transactions tab.
3. Select View or Download on an invoice to save a PDF.

Filters at the top right switch between invoices, payments, refunds and orders. Billing contacts get each invoice in the HubSpot account at the start of the billing cycle, and accounts on invoice billing terms also receive it by email. Paying an invoice needs billing admin permissions, and the PO number column on the same tab lets you add or change a purchase order number on an open invoice.

Receipts for card and other payments

The invoice is not the proof of payment: once an invoice is paid, by card or any other method, HubSpot emails a receipt to the billing admin. Receipts are also on the Transactions tab: filter Payments by Processed, then view or download the receipt.

An account statement

From Transactions, use Export Account Statement, choose a date range and a CSV, XLS or XLSX file, and download it from your notification center when it is ready. Useful when your auditor asks for the year's HubSpot spend in one file.

Your signed order

Under Transactions, Orders, Issued, you can view and download the order form for your subscription: the document that shows what you agreed to pay for, which is handy when a renewal invoice looks higher than expected.

Tax forms and company documents

Vendor forms, bank letters and tax forms such as a W-9 are on the Documents tab. Super Admins, Partner Admins and Billing Admins can open them, which covers most vendor onboarding requests from your finance team.

HubSpot billing on autopilot

HubSpot emails each receipt to the billing admin, which makes that admin's mailbox the natural place for email receipt capture to read: every paid invoice is filed as the receipt arrives. For the invoices themselves, and any new order form at renewal, connect a billing admin login and our AI agent signs in to Account & Billing and saves the PDFs through bill fetching. Seat and tier changes over the year show up in subscription tracking.