Is there any thought given to situations where a client may end up paying a quote via check? Unless I am missing something, there is no way to mark the quote paid outside of the payment being processed? Any one have any input here? Thanks!
Hi @kmyers333,
Currently this is not possible. Other users have requested this from the product team already: Manually mark invoice as paid
The product team reviews these requests based on popularity, so I’d recommend upvoting the thread and commenting with your own use case.
If you want this idea get more traction, you can help others find this post more easily by accepting it as a solution. I’d appreciate it!
Best regards!
Hi @kmyers333 ,
Came through a query like this once from our client. The workaround we gave was to put notes in the deal itself for the payment details because the quote tool doesn’t provide manual updation of quotes. A similar idea was submitted by the user here. You can upvote it. HubSpot team reviews these ideas and works on them on the basis of upvotes.
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regard.