topic Re: Line Items Billing in 💬 RevOps Discussions

Line Items Billing

TeamRapp — Thu, 22 Feb 2024 16:18:26 GMT

Is there is a way to setup weekly billing with line items? If not, are there any suggestions on ways anyone has setup this for client's who are wanting to do weekly billing? Thanks!

Re: Line Items Billing

PamCotton — Thu, 22 Feb 2024 22:21:11 GMT

Hey @TeamRapp, thank you for posting in our Community!

To create recurring invoices, which can be set to generate every week. You can include line items in these invoices to detail the charges for each week's services.

I want to invite our top experts @danmoyle, @Josh, and @jolle any recommendations for @TeamRapp matter?

Thank you,

Pam

Re: Line Items Billing

danmoyle — Mon, 26 Feb 2024 21:53:56 GMT

Good question @TeamRapp. In products, we have monthly, quarterly, and semi-annually (and others), but I don't see weekly or even semi-monthly.

Unless I'm missing something, I don't see a way with a standard HubSpot set-up to make that recurring payment anything else. I'd add this to ideas for sure.

I think it'd be possible to set up a workflow for either subscriptions or payments, and set a recurring weekly task (or maybe email to the contact) to re-bill, but I have not personally built that so I don't have an example.