Release Notes
Stay up to date with the latest improvements, features, and bug fixes
Billing Email for Fortnox Invoices New Feature
Automatically set billing email addresses on invoices created in Fortnox from HubSpot deals
- A new "Fortnox Billing Email" field has been added to all HubSpot companies
- Billing email from the company is automatically included when creating invoices
- Email is set directly on each invoice - perfect for ensuring the right person receives it
- Open any company in HubSpot
- Find the "Fortnox Billing Email" field (in Company Information section)
- Add the customer's billing email address
- When you create an invoice from a deal with that company, the email is automatically set
- Only one email address per company is supported
- The field is optional - if left empty, invoices are created as normal
- The app validates the email format to ensure it's valid
- Invalid emails don't prevent invoice creation (logged as warning)
Enhanced Line Item Description Mapping Enhancement
Major enhancement to improve invoice creation with richer line item descriptions
Previously, line item descriptions were limited. Users had to choose between using either the product name or description, but not both.
Smart description mapping now automatically combines both name and description fields to create rich, contextual descriptions.
Example: "Premium Hosting - High-performance hosting with 24/7 support"
Intelligent Handling:
- Both fields exist and differ → Combined with " - "
- Only name exists → Uses name only
- Only description exists → Uses description only
- Name equals description → Uses name only (no duplication)
- Both missing → No description field sent
- Richer context with more details
- Better clarity on what they're being charged for
- More professional invoices
- Works with products and custom items
- 100% backward compatible
- Zero configuration needed
📚 See Get Started Guide for more details on Line Items handling
Deal Owner Information in Fortnox Invoices New Feature
Automatically include HubSpot Deal Owner information in Fortnox invoices for better tracking
The HubSpot Deal Owner's name is now automatically included in the "Our Reference" field when creating invoices in Fortnox. This makes it easier to track which team member is responsible for each deal.
- When a deal is converted to a Fortnox invoice, the system looks up the deal owner in HubSpot
- The owner's full name (First Name + Last Name) is added to the invoice's "Our Reference" field
- If there's no deal owner assigned, the invoice is created normally without the reference
⚠️ Important: New Permission Required
To use this feature, existing users need to re-authorize the app because we've added a new permission scope.
- Re-install the app in your HubSpot portal to grant the new permission
- The new permission is
crm.objects.owners.read(read-only access to owner information) - Once re-authorized, the feature works automatically for all new invoices
- Better invoice tracking and accountability
- Automatic owner information without manual entry
- Seamless integration between HubSpot and Fortnox
- No disruption to existing functionality
- Gracefully handles missing deal owners (continues working normally)
- If the new permission isn't available, invoices are created without the owner reference
- All existing functionality remains unchanged
Need Help?
Have questions about these features or need assistance?
Get Started Guide Contact Support