Resultify logo Fortnox app for HubSpot

Release Notes

Stay up to date with the latest improvements, features, and bug fixes

Quick Navigation
November 19, 2025

VAT Support for Line Items New Feature

Automatically include VAT codes for line items when creating Fortnox invoices from HubSpot deals, with automatic enrichment from Fortnox articles

What's New?
  • VAT codes from HubSpot line items are now automatically included in Fortnox invoice rows
  • Automatic enrichment: If a line item doesn't have a VAT code, the app automatically fetches it from the Fortnox article (when the line item has a SKU)
  • The app uses the tax property on line items, which contains the VAT code synced from Fortnox articles
  • VAT is only included when present - if a line item doesn't have a VAT code and the Fortnox article also doesn't have one, the invoice row is created without VAT
  • VAT values are automatically trimmed of whitespace for clean data
How It Works
  1. When products are synced from Fortnox to HubSpot, the VAT code from the Fortnox article is stored in the product's tax property
  2. When you add a product to a deal, the VAT code is available on the line item's tax property
  3. When creating an invoice in Fortnox from a HubSpot deal, the app checks each line item for a VAT code
  4. If the line item has a tax property: It uses that VAT code directly
  5. If the line item doesn't have a tax property but has an SKU: The app automatically fetches the Fortnox article and uses its VAT code
  6. If a VAT code is present (and not empty/null), it's automatically included in the invoice row
  7. The VAT code is set directly on the invoice row in Fortnox
How to Use It
Automatic Behavior:
  • VAT codes are automatically synced from Fortnox articles to HubSpot products during product sync (every 30 minutes)
  • When you add products to a deal, the VAT code is automatically available on the line items
  • If a line item is missing a VAT code, it's automatically enriched from the Fortnox article when creating the invoice
  • No manual configuration needed - it works automatically!
Important Notes:
  • VAT codes are synced from Fortnox articles during the regular product sync (every 30 minutes)
  • If a line item doesn't have a VAT code (empty or missing), the app automatically tries to get it from the Fortnox article
  • If both the line item and Fortnox article don't have VAT codes, the invoice row is created without VAT - this is normal behavior
  • VAT values are automatically trimmed of whitespace to ensure clean data
  • This feature works seamlessly with existing invoice creation - no changes to your workflow needed
  • VAT codes must match valid VAT codes in your Fortnox system
  • Custom line items (without SKU) won't be enriched - they need to have the tax property set manually if VAT is needed
Example 1 - Line Item with VAT:
Line item with SKU: "PROD-001"
Line item tax property: "25"

Result in Fortnox Invoice Row:
ArticleNumber: "PROD-001"
VAT: "25"
Price: 199
Quantity: 1
Example 2 - Automatic Enrichment:
Line item with SKU: "PROD-002"
Line item tax property: (missing)
Fortnox article VAT: "12"

Result: App automatically enriches line item with VAT "12" from Fortnox article
Result in Fortnox Invoice Row:
ArticleNumber: "PROD-002"
VAT: "12"
Price: 299
Quantity: 1
Example 3 - Multiple Line Items:
Line item 1: VAT code "25" on line item → Included in invoice
Line item 2: No VAT on line item, but Fortnox article has "12" → Enriched and included
Line item 3: No VAT on line item, Fortnox article has null VAT → Invoice row created without VAT
All line items are handled correctly!
Benefits:
  • Accurate VAT handling - VAT codes are automatically preserved from Fortnox articles
  • No manual entry required - VAT codes flow automatically from products to invoices
  • Automatic fallback - Missing VAT codes are automatically fetched from Fortnox when possible
  • Consistent data - VAT codes match what's configured in Fortnox
  • Flexible - works with or without VAT codes on line items

📚 See Get Started Guide for more details on invoice creation and field mappings

November 3, 2025

Remarks Field Enhancements New Feature

Enhanced Fortnox invoice Remarks field with agreement dates, featuring automatic localization based on deal currency

What's New?
  • Agreement Dates: Two new custom properties added to all HubSpot deals: "Agreement Start date" and "Agreement End date"
  • Agreement dates are automatically formatted and added to the Remarks field in Fortnox invoices
  • Localized formatting: Agreement dates are automatically localized based on the deal's currency code
  • Swedish (SEK): "Avtalsstartdatum {date} och slutdatum {date}" - Dates formatted as YYYY-MM-DD
  • English (other currencies): "Agreement start date {date} and end date {date}" - Dates formatted as MM/DD/YYYY
  • Smart ordering: The Remarks field is built in this order: Agreement Dates → Description
  • All fields are automatically created when the app is installed or updated
How It Works
  1. Agreement Dates: Add agreement start and/or end dates to any HubSpot deal using the new custom properties
  2. The system automatically determines the locale based on the deal's currency code
  3. When you create an invoice in Fortnox from that deal, the content is formatted and included in the Remarks field
  4. If both start and end dates are provided, they appear together in one text string
  5. If only one date is provided, only that date is included
  6. Agreement dates appear before the deal description in the Remarks field
How to Use It
Step-by-step:
  1. Open any deal in HubSpot
  2. Find the new custom properties in the Deal Information section:
    • "Agreement Start date" and/or "Agreement End date" - Enter agreement dates
  3. When you create an invoice from this deal, the content will automatically appear in the Fortnox invoice Remarks field
  4. The text will be in Swedish if the deal currency is SEK, or English for other currencies
Important Notes:
  • All fields are optional - invoices work perfectly fine without them
  • You can provide just the start date, just the end date, or both agreement dates
  • If both agreement dates are missing, no agreement text is added to the Remarks
  • Dates are formatted according to the locale (Swedish: YYYY-MM-DD, English: MM/DD/YYYY)
  • The fields are automatically created during app installation/update
  • All content is synced one-way from HubSpot to Fortnox
  • Agreement dates appear before the deal description in the Remarks field when both are present
Example (Swedish/SEK):
Deal description: "Monthly subscription"
Agreement Start date: 2025-01-01
Agreement End date: 2025-12-31

Result in Fortnox Remarks:
Avtalsstartdatum 2025-01-01 och slutdatum 2025-12-31

Monthly subscription
Example (English/USD):
Deal description: "Annual service agreement"
Agreement Start date: 2025-01-01
Agreement End date: 2025-12-31

Result in Fortnox Remarks:
Agreement start date 1/1/2025 and end date 12/31/2025

Annual service agreement
Remarks Field Ordering:

The Remarks field is always built in this order: Agreement Dates → Description. Each section is separated by a blank line (double newline) for clear readability. This ensures consistent formatting across all invoices, regardless of which fields are populated.

📚 See Get Started Guide for more details on invoice creation and Remarks field structure

November 3, 2025

Order Number Sync to Fortnox Invoices New Feature

Sync order numbers from HubSpot deals to Fortnox invoices for better order tracking and reference management

What's New?
  • A new "Order number" custom property has been added to all HubSpot deals
  • Order numbers from HubSpot deals are automatically synced to the YourOrderNumber field in Fortnox invoices
  • The field is automatically created when the app is installed or updated
  • Perfect for maintaining order references between HubSpot and Fortnox
How It Works
  1. Add an order number to any HubSpot deal using the new "Order number" custom property
  2. When you create an invoice in Fortnox from that deal, the order number is automatically included
  3. The order number appears in the YourOrderNumber field in Fortnox
How to Use It
Step-by-step:
  1. Open any deal in HubSpot
  2. Find the "Order number" field in the Deal Information section
  3. Enter the order number (e.g., "ORD-12345", "PO-2024-001")
  4. When you create an invoice from this deal, the order number will automatically sync to Fortnox
Important Notes:
  • The order number field is optional - invoices work perfectly fine without it
  • If the order number is empty or whitespace-only, it won't be included in the invoice
  • The field is automatically created during app installation/update
  • Order numbers are synced one-way from HubSpot to Fortnox

📚 See Get Started Guide for more details on invoice creation

October 23, 2025

Billing Email for Fortnox Invoices New Feature

Automatically set billing email addresses on invoices created in Fortnox from HubSpot deals, with automatic sync from Fortnox customers

What's New?
  • A new "Fortnox Billing Email" field has been added to all HubSpot companies
  • Automatic sync: Billing email is now automatically synced from Fortnox customers to HubSpot companies every 2 hours
  • The app prioritizes the EmailInvoice field from Fortnox, falling back to the Email field if EmailInvoice is not available
  • 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
How It Works
Automatic Sync from Fortnox:
  • Email syncs automatically during the regular company sync (every 2 hours)
  • Uses EmailInvoice field first, then falls back to Email
  • Email addresses are automatically trimmed of whitespace
  • If both fields are empty in Fortnox, the field won't be set in HubSpot
Manual Configuration:
  • You can also manually add/edit the email in HubSpot
  • Manual entries work alongside synced values
  • Manual changes will be overwritten on next sync (if Fortnox has a value)
How to Use It
  1. Automatic: Ensure your Fortnox customers have EmailInvoice or Email set - it will sync automatically
  2. Manual: Open any company in HubSpot, find the "Fortnox Billing Email" field (in Company Information section), and add the customer's billing email address
  3. When you create an invoice from a deal with that company, the email is automatically set on the invoice
Important Notes:
  • 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)
  • Email sync runs automatically with company sync every 2 hours
October 20, 2025

Enhanced Line Item Description Mapping Enhancement Superseded

Major enhancement to improve invoice creation with richer line item descriptions

⚠️ Update: This Feature Has Been Simplified

Line item descriptions have been simplified to use only the product name for cleaner, more consistent invoices.

Historical Context

This release introduced the ability to combine both name and description fields in line items. The feature was later simplified to use only product names for cleaner, more consistent invoices.

Previous Behavior (October 2025 - December 2025)

During this period, the app combined both name and description fields to create rich, contextual descriptions.

How It Worked
Format: "Name - Description"
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
Why It Was Simplified

Based on user feedback and to align with standard invoice practices, the feature was simplified in December 2025 to use only product names. This provides cleaner, more readable invoices with consistent formatting.

📚 See Get Started Guide for more details on invoice creation

October 17, 2025

Deal Owner Information in Fortnox Invoices New Feature

Automatically include HubSpot Deal Owner information in Fortnox invoices for better tracking

What's New

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.

How It Works
  • 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.

Action Required
  1. Re-install the app in your HubSpot portal to grant the new permission
  2. The new permission is crm.objects.owners.read (read-only access to owner information)
  3. Once re-authorized, the feature works automatically for all new invoices
Benefits
  • Better invoice tracking and accountability
  • Automatic owner information without manual entry
  • Seamless integration between HubSpot and Fortnox
  • No disruption to existing functionality
Technical Details:
  • 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