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Send Invoices

Available on Starter and aboveAvailable with Starter, Creator Pro, and Creator Pro+.
Overview

CM Hub makes it easy to create and send professional invoices for your completed brand campaigns.

Deal information can be automatically added to your invoice, while payment details saved to your creator profile can be included without having to enter them each time. You can generate a PDF to send yourself or have CM Hub send the invoice directly to the Brand Contact through your connected Gmail account.

When you send an invoice through CM Hub, the invoice and its date are automatically stored with the Deal, giving you an organized record you can reference later.

Updated October 1, 2026 · 4 min read

Send an Invoice

Once you’ve completed the work required for a campaign, CM Hub can help you create and send your invoice.

Before creating the invoice, change the Deal’s stage to Invoiced.

Then:

  1. Navigate to the Deals table.
  2. Select the Deal you’d like to invoice.
  3. Click the blue invoice button.
  4. CM Hub will automatically populate available Deal information into the invoice.
  5. Complete any additional information that’s required.
  6. Review the invoice carefully.
  7. Choose whether you’d like to Generate or Send the invoice.

Before Sending an Invoice

To send an invoice directly through CM Hub, make sure:

  • A Brand/Agency is linked to the Deal.
  • A Brand Contact is linked to the Deal.
  • Your Gmail account is connected to CM Hub.

CM Hub needs this information to know which company and Brand Contact should receive the invoice and to send the email from your connected account.

Add Your Payment Information

Before creating invoices, we recommend completing your payment information in:

Profile → Payment Info

Your saved payment details can then be automatically included when creating invoices.

This saves time and helps ensure your invoices consistently contain the information brands need to pay you.

If your payment information changes, update it from your Profile so future invoices contain the correct details.

Generate or Send Your Invoice

Once you’ve verified that your invoice is accurate, CM Hub gives you two options.

Generate

Click Generate if you’d like CM Hub to create a PDF version of your invoice that you can send manually.

This is useful if you need to download the invoice and submit it through another system or send it yourself.

Important

If you choose Generate, the invoice and its details are not stored within CM Hub.

You’ll also need to manually add the Invoice Date to the Deal so your records remain accurate.

Send

Click Send if you’d like CM Hub to send the invoice directly to the Brand Contact on your behalf.

When you send an invoice through CM Hub:

  • The invoice is sent to the linked Brand Contact.
  • The invoice is stored within CM Hub.
  • The Invoice Date is automatically added to the Deal.
  • You can reference the invoice later if needed.

For creators who want to keep their Deal records organized within CM Hub, Send provides the most automated workflow.

Review Before Sending

Before clicking Generate or Send, carefully review the invoice.

Confirm that information such as the following is correct:

  • Brand/Agency
  • Brand Contact
  • Campaign information
  • Compensation
  • Invoice amount
  • Payment information
  • Payment terms
  • Invoice date
  • Any other relevant details

Accurate invoices can help prevent unnecessary payment delays.

A Simple Post-Campaign Workflow

Together, invoices and follow-ups create a simple process for wrapping up one campaign while preparing for the next:

Complete Campaign → Invoice Brand → Receive Payment → Close Deal → Follow Up → Create Another Opportunity

The goal isn’t simply to complete individual sponsorships. Over time, you want to turn successful campaigns into long-term brand relationships.

Tips

  • Complete your Payment Info first. Add your payment details under Profile → Payment Info so CM Hub can automatically include them when creating invoices.
  • Link the Brand/Agency and Brand Contact to the Deal. Both should be connected before attempting to send an invoice through CM Hub.
  • Connect your Gmail account. Gmail must be connected if you want CM Hub to send the invoice directly to the Brand Contact.
  • Review everything before sending. Double-check the amount, recipient, campaign information, payment details, and payment terms to help prevent delays.
  • Use Send when you want CM Hub to maintain the record. Sending the invoice through CM Hub automatically stores the invoice and Invoice Date for future reference.
  • Remember the extra step when using Generate. If you generate a PDF and send it manually, CM Hub won’t store the invoice or automatically record the Invoice Date. You’ll need to update the Deal yourself.
  • Keep revised invoices organized. If campaign compensation or other invoice details change, make sure the version you send reflects the final agreed-upon terms.
  • Update the Deal as payment progresses. Keeping the Deal stage current ensures your pipeline and Dashboard accurately reflect where the campaign stands.