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HubSpot Customer Agent invoices: answer billing questions in chat | Shipped Jun 2026
HubSpot's customer agent can now look up a customer's invoice, explain the charges, and send a copy with a secure checkout link, in chat, email, or WhatsApp. We cover how email verification works, where the setup lives, what you need before it runs, and where our write-up and HubSpot's pages disagree on which plans get it.
Who it's for: support and billing managers whose queues fill with "what is this charge" questions, and HubSpot admins deciding whether to turn on customer agent actions.
Our research first covered the Find Invoices action on June 16, 2026. Here's where it stands as of our…
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