topic Re: Taking a down payment or deposit in Commerce Tools

Taking a down payment or deposit

FOffice — Fri, 27 May 2022 20:39:46 GMT

Has anyone found a way to process a 50% deposit with Hubspot payments/Quotes?

Re: Taking a down payment or deposit

bendonahower — Sat, 28 May 2022 17:47:05 GMT

It's not elegant, but we just send another quote and keep track of the
terms by creating a task to send another quote at another point in time.

Re: Taking a down payment or deposit

SKhetan — Fri, 24 Jun 2022 20:53:34 GMT

Hey Ben,

I am excited to tell you that we have prioritized this feature & actively looking to solve this in coming months.

Re: Taking a down payment or deposit

EricPatrick — Tue, 26 Jul 2022 22:39:53 GMT

@SKhetan, I found this discussion because of this very need. If you need a beta user or tester for your development, please let me know.

Re: Taking a down payment or deposit

DianaGomez — Tue, 26 Jul 2022 23:16:43 GMT

Hi @EricPatrick hope you are doing well 🙂

Thanks for sharing!

Best,

Diana

Re: Taking a down payment or deposit

RobinSmoot — Sat, 01 Oct 2022 10:02:34 GMT

Any updates on this feature?

Re: Taking a down payment or deposit

SKhetan — Wed, 05 Oct 2022 13:28:07 GMT

Hey RobinSmoot, your timing for the query couldn't be better. We started a controlled rollout of the feature last week. I would love to include you if you open to testing it out for us.

Re: Taking a down payment or deposit

JenWallace — Wed, 05 Oct 2022 14:46:09 GMT

I also have a current need and would love to be part of the controlled rooout fo the feature

I have a good use case to use for testing, relatively small group of people as well.

Re: Taking a down payment or deposit

kvlschaefer — Thu, 06 Oct 2022 12:39:34 GMT

What an exciting update, @SKhetan!

Thank you for sharing 🙂

Re: Taking a down payment or deposit

KTillman — Tue, 17 Jan 2023 19:29:52 GMT

Hello - just following up on this feature to take a 'deposit only', without having to create multiple quotes.

Re: Taking a down payment or deposit

SKhetan — Thu, 19 Jan 2023 16:21:35 GMT

Hey KTillman, this feature is in beta with HubSpot Payments. Shooting an email to continue the conversation

Re: Taking a down payment or deposit

BMason1 — Wed, 05 Apr 2023 12:23:46 GMT

Do we have any updates to taking a deposit inside the quoting tool?

Re: Taking a down payment or deposit

kvlschaefer — Thu, 06 Apr 2023 08:48:44 GMT

Hi @BMason1,

Thanks for reaching out!

@SKhetan - Would you have any information you would be able to share with @BMason1?

Thank you!

Best,

Kristen

Re: Taking a down payment or deposit

SKhetan — Thu, 06 Apr 2023 11:04:48 GMT

Hey BMason,

We launched this feature in beta last year, but wanted to iterate on it to help collect all the installment payments, rather than just deposits before we launch it for all customers. I am happy to ungate you for deposits and discuss some of the manual workaround to collect all the payments.

Re: Taking a down payment or deposit

KDatum — Tue, 09 May 2023 07:46:47 GMT

any updaets on this feature ? what i need to do is that: if i need to collect for example $100 for now from the client then after the job is done there will be another payment based on count of services so the first $100 as down payment and the final cost will be calculated after the job is done. and there is any way to connect the down payment with a form created by hubspot to take the count from it and calculate the final cost ?

Re: Taking a down payment or deposit

kvlschaefer — Tue, 09 May 2023 12:11:59 GMT

Hi @KDatum,

Thanks for reaching out!

@SKhetan mentioned that this feature is currently in beta.

@SKhetan - How can community members enroll in this beta? Can this be done through their portal or should they reach out to Support?

Thank you!

Best,

Kristen

Re: Taking a down payment or deposit

SKhetan — Wed, 10 May 2023 15:42:51 GMT

Hey KDatum,

I think it is possible to do it with HubSpot Payments, although it might be a workaround for now. I am happy to brainstorm & demonstrate this to you, if you are interested. I will send you an email with more details & link to book time with me.

-Shilpa

Re: Taking a down payment or deposit

KDatum — Wed, 10 May 2023 15:49:06 GMT

Thank you Shilpa, yes iam intersted please

Re: Taking a down payment or deposit

SKhetan — Wed, 10 May 2023 15:53:15 GMT

Unfortunately it can't be done via portals directly yet, but if customers reach out to the support or email me- I can grant them access.

Re: Taking a down payment or deposit

SKhetan — Wed, 10 May 2023 15:56:04 GMT

Hey Bryan,

Taking deposits from quotes is still not publically available, but I am happy to ungate you if it works for your use case. I will send an email out to discuss this further & assess if it will work for you!