topic Can I Use HubSpot to See Who Owe's Me Money? in Tips, Tricks & Best Practices

Can I Use HubSpot to See Who Owe's Me Money?

AdamSinger-AGP — Wed, 21 Sep 2022 15:54:33 GMT

I like the idea of using HubSpot to invoice my clients. The problem is that some of my clients pay by check or feel squeemish about putting their bank info into an online payment system.

So, if I send out invoices to these clients, I want to have a centralized place like a report where I could see who has paid and who has payments outstanding.

I tinkered with some custom reports, but did not find anything that felt right. Would love if someone could fill me in here. Thanks!

Re: Can I Use HubSpot to See Who Owe's Me Money?

Jnix284 — Wed, 21 Sep 2022 23:13:30 GMT

@AdamSinger-AGP Are you still creating deals for these customers?

I would create a property called "invoice type" and have choices of "online" and "check" - you can automate the "online" and then manually set the "check" deals. This would let you create a basic report for how many are online and how many are checks.

From there, you could have another property called "check status" and have choices like "invoice issued" "check received" "check cashed" "check cleared" (or whatever you need) and then create additional reports to show you how many are in each stage.

Re: Can I Use HubSpot to See Who Owe's Me Money?

AdamSinger-AGP — Thu, 22 Sep 2022 15:58:58 GMT

Thanks! That makes a lot of sense. I started working on it, and then I stumbled on to this. Any idea where this property could be used?

Re: Can I Use HubSpot to See Who Owe's Me Money?

Jnix284 — Thu, 22 Sep 2022 16:38:36 GMT

@AdamSinger-AGP are you editing an existing HubSpot property? If so, you won't be able to change the field type. I recommend creating new, unique, custom properties so you have full control.

Re: Can I Use HubSpot to See Who Owe's Me Money?

PMabmabpov — Sat, 16 Mar 2024 16:49:25 GMT

Ok help me make money