How to revise invoices using the preview sidebar

Invoice revision is now triggered with a Revise Invoice Now button in the invoice preview sidebar. It does the same backend processing (breakout expansion, price tiering, shipping placeholder, savings line) that used to be triggered by setting a Revise? field to Yes — see Create an invoice in HubSpot for what that processing actually does and how long it takes. The Revise? field has been removed — this button is now the only way to trigger revision.

One-time setup: add the card to your preview sidebar

As far as we currently know, each person needs to do this once for themselves — we haven't confirmed whether HubSpot offers a way for an admin to turn this on for everyone at once, so treat this as a per-person step until we learn otherwise.

1. Go to Revenue → Invoices and click any invoice to open its preview sidebar.
2. Find About this invoice near the top of the sidebar, and click the gear icon next to it.
3. This opens a preview customization panel listing every card available in the sidebar, including Revise Invoice.
4. Click and drag Revise Invoice to wherever you want it to appear — near the top is easiest to find later.
5. Save your changes.

You only need to do this once — it stays in place for you after that.

Using the button

1. Open any invoice's preview sidebar (click the invoice row from Revenue → Invoices).
2. Find the Revise Invoice card (wherever you placed it in setup above).
3. Click Revise Invoice Now.
4. The button shows a Sent or Failed result right away — this just confirms whether the request was received, not that revision has finished. The actual processing can take anywhere from under a minute to several minutes. Refresh the invoice and check its line items to confirm revision has actually completed.

If something looks wrong

Let the team know the button didn't behave as expected — this is a newer path and still being verified against real invoices.