topic Re: Can we see a list of payment schedules somewhere? in Sales Hub Tools

Can we see a list of payment schedules somewhere?

danmoyle — Thu, 09 May 2024 14:53:54 GMT

Random question: When you add a payment schedule to a quote, can you see a list of those?

In other words, where do those payment schedules "live"?

Re: Can we see a list of payment schedules somewhere?

PamCotton — Thu, 09 May 2024 22:42:05 GMT

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

In HubSpot, payment schedules are typically associated with quotes. To view them, you can navigate to the specific quote you're interested in. Once you're on the quote page, look for the 'Payments' tab or section. There, you should find a list of the payment schedules linked to that particular quote.

Let me know if you need further help,

Kindly,

Pam

Re: Can we see a list of payment schedules somewhere?

KPearson1 — Wed, 05 Jun 2024 17:01:06 GMT

Thanks @PamCotton !

Is there any way to actually access this data in one place, either by report or API? To get a list of all payment schedules would be amazing. That data is extremely valuable to FP&A to predict future cash flow, but clicking on quotes one by one isn't an option.

Re: Can we see a list of payment schedules somewhere?

NEden — Tue, 24 Sep 2024 15:18:48 GMT

We ideally need to have a report that lists all of the quotes with payments due each month so we can manage the scheduled payments. Once we've sent out 100's of quotes with payment schedules, we can't go back into each quote to checkup on the payments. Anybody got any ideas?

Re: Can we see a list of payment schedules somewhere?

MichaelMeneses — Sat, 05 Jul 2025 14:24:13 GMT

I need this information via API.

Re: Can we see a list of payment schedules somewhere?

Victor_Becerra — Tue, 08 Jul 2025 15:32:23 GMT

Hi @MichaelMeneses,

Yes, you can access information related to payments and subscriptions via the HubSpot API. Payment schedules are often linked to quotes or subscriptions in HubSpot.

For detailed information on how to retrieve payment data, including scheduled payments, through the API, please refer to the official HubSpot developer documentation for the Commerce Payments API:

https://developers.hubspot.com/docs/guides/api/crm/commerce/payments

This guide provides information on creating, managing, and fetching payment information, which can include details about payment schedules if they are part of a subscription or quote. You might also find relevant information in the Subscriptions API documentation, as recurring payments are often managed through subscriptions.

Hope this helps!

Best,

Re: Can we see a list of payment schedules somewhere?

MichaelMeneses — Thu, 10 Jul 2025 12:38:10 GMT

Hi @Victor_Becerra,

Thank you for your awnser.

What we're discussing in this topic is that there's no option to query the payment schedule for QUOTES. The association type is "quote_to_payment_schedule".

Could you confirm if the API reference you provided supports this object?