HubSpot Breeze invoice fixes: void or credit memo, you approve | Shipped Aug 2026

Sidekick's What Just Shipped · Oct 31, 2026 · 7m · transcript

When a customer is billed the wrong amount, the person fixing it has to pick between voiding the invoice and issuing a credit memo, and a void can't be undone. Our research reports that Breeze Assistant can now explain those options, draft the correction, and wait for your approval. We check that against HubSpot's own billing rules: when a void is allowed, what manual and online payments change, who has permission, how credit memos move money to the customer balance, how sales tax is adjusted, why it matters, and a safe Friday test.

Update, Nov 2026: per HubSpot's in-app product updates…