JP | Knowledge Quick Answers

購入者向けの請求書テンプレートをカスタマイズする

customersupport@hubspot.com (HubSpot Support) — Fri, 19 Jun 2026 21:12:23 GMT

Super Admin permissions are required to customize invoice presets.

Use HubSpot invoices to send invoices, track receivables, and collect payments from your buyers using HubSpot payments or Stripe payment processing. This article explains how to customize invoice presets.

Use customizable presets to configure invoices based on different business requirement. For example, you could create a default invoice preset that uses your primary company address, and a different preset that uses a different company address, different regional tax IDs, or different custom properties.

This article explains how to customize invoice presets for invoices that bill your buyers. For help with your own HubSpot invoices, learn how to view, download, and pay for your HubSpot invoice.

購入者向けの請求書を作成する

customersupport@hubspot.com (HubSpot Support) — Fri, 19 Jun 2026 21:12:18 GMT

Super Admin permissions are required to set up invoices.

Use HubSpot invoices to send invoices, track receivables, and collect payments from your buyers using HubSpot payments or Stripe payment processing. Using invoices, buyers have a similar checkout process to payment links and quotes.

This article explains how to set up invoices that bill your buyers. For help with your own HubSpot invoices, learn how to view, download, and pay for your HubSpot invoice.

Invoices can be created:

将来開始する定期的な支払いをスケジュールする

customersupport@hubspot.com (HubSpot Support) — Fri, 19 Jun 2026 21:11:47 GMT

When creating a payment link, quote, legacy quote, or subscription for your buyers, set a recurring line item's billing start date to the future. This enables you to collect on confirmed future subscription payments.

This article explains how to schedule recurring payments for your buyers. For help with your own HubSpot subscription, learn how to manage your subscription.

Breezeプロジェクトを作成して管理する

customersupport@hubspot.com (HubSpot Support) — Fri, 19 Jun 2026 21:11:24 GMT

Summary

Use Breeze projects to organize related conversations and provide consistent context within Breeze Assistant. Breeze projects are used to group chats, define shared instructions, and add reference materials such as files or HubSpot content. This helps reduce repetitive prompts and ensures Breeze Assistant generates more relevant and consistent responses across related tasks.

案件創出エージェントで購買シグナルを活用する

customersupport@hubspot.com (HubSpot Support) — Fri, 19 Jun 2026 21:11:11 GMT

Use the prospecting agent to identify good fit companies based on real-world triggers and to source the right contacts at those companies for outreach. Create specific plays to guide the prospecting agent's research and to refine its outreach strategies based on the targeted segment and persona.

The prospecting agent helps you build a more efficient pipeline by:

Detecting companies that match the buying signals that are most important to you.
Identifying the relevant contacts at those companies.
Generating personalized outreach based on CRM data and fresh, high-intent signals.

Eメール配信カテゴリーを設定する

customersupport@hubspot.com (HubSpot Support) — Fri, 19 Jun 2026 21:11:04 GMT

Subscription types represent categories of marketing email communication, such as newsletters or blog posts. Contacts can manage their email preferences so they're only opted in to email subscription types they want to receive.

This article covers setting up subscription types and reviewing whether contacts are subscribed to them. Learn more about reviewing and archiving existing subscription types.

取引で商品項目を使用する

customersupport@hubspot.com (HubSpot Support) — Fri, 19 Jun 2026 21:10:47 GMT

Once a deal has been created, you can add or edit line items associated with the deal using the line item editor. Add line items pulled from existing products or create new ones. Apply discounts and taxes and review deal amount calculations. Line items can also be used with commerce tools.

Eメールでオートメーションを使う

customersupport@hubspot.com (HubSpot Support) — Fri, 19 Jun 2026 21:10:32 GMT

.You can add simple workflows to marketing emails to automate follow-up tasks. For example, a simple workflow could add contacts to a segment after they clicked a link in an email.

You can also copy existing emails and include their simple workflows. This can be helpful when duplicating a similar type of email for a new campaign. Learn more about cloning marketing emails.

HubSpotで請求されるサブスクリプションを表示して管理

customersupport@hubspot.com (HubSpot Support) — Fri, 19 Jun 2026 21:10:19 GMT

Super Admin permissions or View permissions for subscriptions are required to view subscriptions.

Super Admin permissions or Edit permissions for subscriptions are required to manage and edit subscriptions.

HubSpotで買い手の請求書を管理する

customersupport@hubspot.com (HubSpot Support) — Fri, 19 Jun 2026 21:10:17 GMT

After creating invoices for your buyers, use the invoice index page to manage your buyers' invoices, including editing, tracking, and exporting them. You can also associate invoices with other records in HubSpot to maintain a complete view of customer and payment activity. Learn more about creating and sharing created invoices.

This article explains how to set up invoices that bill your buyers. For help with your own HubSpot invoices, learn how to view, download, and pay for your HubSpot invoice.

JP | Knowledge Quick Answers

購入者向けの請求書テンプレートをカスタマイズする

購入者向けの請求書を作成する

将来開始する定期的な支払いをスケジュールする

Breezeプロジェクトを作成して管理する

Summary

案件創出エージェントで購買シグナルを活用する

Eメール 配信カテゴリーを設定する

取引で商品項目を使用する

Eメールでオートメーションを使う

HubSpotで請求されるサブスクリプションを表示して管理

HubSpotで買い手の請求書を管理する

Eメール配信カテゴリーを設定する