topic Payment Schedules or milestone payments in Sales Hub Tools

Payment Schedules or milestone payments

D_Azcunaga — Sat, 14 Mar 2026 17:39:25 GMT

Hello,

Recently I got a client on HubSpot for an implementation. They offer wedding photography and videography services. In their existing system, they have the ability to quote and charge an upfront payment, and then leave the remaining amount of the deal in subsequent payments at different dates.

When I sold them on HubSpot, I was not aware that Hubspot was taking away the payment schedule feature from quotes. I still have it in my own portal and I used that as a reference to show them it is possible.

Now that we are on the final parts of the project, I have reached out to HubSpot teams and my PDM, and it seems like I basically have no way of solving this for my client.

Since HubSpot Commerce Hub Pro seats will not work for this, I may need some guidance or advise on an integration that can:
- Quote and invoice with breaking down the full amount into an upfront payment and subsequent payments with different dates
-Automated reminders when those invoices are getting close

At this point I really am worried because this was a capstone feature of why this client decided to migrate away from their current techstack into HubSpot and now I realize it was quietly removed for new users.

I would really appreciate some help here.

Re: Payment Schedules or milestone payments

SamTassey — Mon, 16 Mar 2026 15:26:59 GMT

Hello @D_Azcunaga,

Welcome to the Community!

For visibility, I'm going to include this thread here, where Maryann included:

"Milestone billing is not available on Commerce Hub quite yet; however, it is prioritized on the roadmap. If helpful, here's a side-by-side feature comparision of the legacy quoting tool (what I described in my original post) vs. Commerce Hub quotes. "

With this in mind, I'd like to tag in some of our Top Contributors to see if they have any suggestions here!

Hey @karstenkoehler, @danmoyle, @EugeneAtKiwi -- Do you have any suggestions for @D_Azcunaga on this?

Thank you!

Sam, Community Manager

Re: Payment Schedules or milestone payments

danmoyle — Tue, 17 Mar 2026 15:14:28 GMT

Hey there @D_Azcunaga. I can understand the frustration and worry about this. I'd be upset if I were in your shoes. Hopefully the functionality is forthcoming as the snippet @SamTassey shared seems to hint at.

For what you've described, I've seen these relevant options that may work with an integration.

Contract + proposal (PandaDoc/DocuSign/Portant) embedded with a Stripe checkout link for the deposit.
Stripe or accounting system handles future‑dated invoices; HubSpot just mirrors status on the deal.

If you need something you can ship quickly inside HubSpot, I might try for this (a little more complex than you probably sold to the client, but may get the job done).

First step, model the payment schedule on the deal. Add custom properties like “Deposit amount,” “Deposit due date,” “Balance amount,” “Balance due date,” or even Milestone 1/2/3 fields.

Then, use multiple invoices with automation. When the deal is marked “Booked,” trigger a workflow to:

Create Invoice 1 (deposit) due immediately or on a set date.
Schedule another workflow to create Invoice 2 on or before the balance due date (this can key off those custom date properties).

After that, turn on invoice reminders. Your client should be able to configure automatic reminders X days before and on due date for all open invoices. Optionally, you can add internal notification tasks to follow up manually for high‑value weddings.

And final step is to create a “Schedule” email template. After booking, your client would send a branded email that shows: total price, deposit due date/amount, remaining payments and dates. They'd need to be sure and include links to the current invoice(s) so it feels like a cohesive schedule, even if technically it’s separate invoices.

This doesn’t resurrect the legacy quote schedule UI, but it delivers the core business outcome: clear staged payments, firm dates, and automatic reminders.

I asked AI how to handle the expectations part of this (I've had to have tough conversations with clients, but I thought I'd try the magic 8 ball to give an idea). Not terrible:

It’s reasonable to acknowledge that the specific “payment schedule on quote” view is not available for new portals and that HubSpot is working on milestone billing in Commerce Hub but has not released it yet. To protect your relationship:

Be transparent: explain that HubSpot deprecated that legacy feature for new accounts and is prioritizing a new milestone billing experience on their roadmap.
Present 2–3 viable patterns:
- A) All in HubSpot with multiple invoices + reminders.
- B) HubSpot CRM + Stripe or accounting app managing the schedule.
- C) HubSpot CRM + doc automation (Portant/PandaDoc) generating a visual schedule + Stripe links.

Then offer to configure the workflows and custom properties, help them choose the external app if needed, and document the new process so their team understands how it maps to what they used to have.

So I know it's not a perfect solution, but I hope this helps ease the pain a bit.

Re: Payment Schedules or milestone payments

D_Azcunaga — Tue, 17 Mar 2026 18:09:13 GMT

hello @danmoyle and @SamTassey ,

Thank you for the message.

Unfortunately, in order to create invoices via automation, we only have the convert to invoice workflow action. So it can only take the full amount of the deal and turn that into an invoice, the invoice will get created in draft mode.

So technically we cannot use invoice automation because it only applies for open invoices. If we convert the deal to invoice, this creates in draft mode, for the full amount of the deal.

I guess they will need to create all the invoices separately for each deal, this way they can take advantage of automated invoice reminder.

Thank you for your help on this, I appreciate the support.