Hub

What Was Ordered?

Items, amounts, and terms

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Actions BarPRIMARYCUSTOM

Quick actions: Create Invoice, Update Status, View Line Items

About This OrderPRIMARY

Order number, date, amount, status

Line ItemsPRIMARY

What was purchased - products, quantities, prices

Financial TermsPRIMARY

Total, subtotal, tax, discounts, currency

Payment TermsPRIMARYCUSTOM

Net 30, Due on Receipt, Milestone-based

Order SourceCUSTOM

Deal, Self-Service, Subscription, Direct

Billing Information

Billing contact, address, payment method

Where Does It Stand?

Status, payment, and fulfillment

Order PipelinePRIMARY

Received → Processing → In Fulfillment → Complete

Payment StatusPRIMARY

Pending, Partial, Paid, Overdue

Revenue RecognitionPRIMARYCUSTOM

Pending, Partial, Complete

Billing MilestonesPRIMARYCUSTOM

Milestone-based billing progress

What's Connected?

Source, billing, and delivery

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InvoicesPRIMARY

Billing documents generated from Order

PaymentsPRIMARY

Financial transactions against Order

Company

Organization that placed the Order

Source Deal

If Deal-originated, maintains attribution

Source Quote

If Quote-originated
👥 Customer View Supporting 💰 Revenue View Primary 🧠 Business Context Supporting ⚡ Team Enablement Supporting
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Associations

How orders connect to other records in HubSpot

Value Path Configuration

Configure each stage of the customer journey

Implementation Patterns

Common patterns and best practices