Create credit invoices

HubSpot Ideas

Status: Idea Submitted

1

I own an ecology company and sometimes need to void an invoice already sent to a client. This can happen because of mistakes or, for example, when bigger clients with multiple contacts prefer that the invoice be addressed to someone else within the company.

Previously, we worked with Exact Online, which allowed us to produce a new invoice that was identical but negative. Now, switching to Hubspot, it seems that such an option doesn’t exist, and we have to go back to Exact.

I wish that this function is soon integrated into Hubspot, so the entire process can happen on one platform, even accounting for possible mistakes.

Many thanks.

2

@hubspot Just remove the constraint that the invoice amount has to be greater than 0.

That can’t be that hard and it solves a lot of th ecredit invoice issues.

3

Hi Hubspot team,

This is very important to many users, as we all need to refund / make credit invoices sometimes.

I hope you’ll implement it soon !

4

It is very important for us to create invoices with a negativ amount billed.

the current approach ruins all our statistics.

In the german speaking countries customers expect a negativ value on a credit note.

5

Agree !
The absence of credit in HubSpot is a deal breaker for us.

6

I fully support the ability to issue credits as errors do happen. I also ask that you allow negative amounts or quantities in invoice line items.

I also support the ability to send zero invoices or invoices for less than $1.

7

Hi everyone,

We just kicked off a public beta for our new credit memos feature, which will enable you to manually create credit memos and apply them to one-time invoices. If you’re interested in joining the beta, you can enroll within the Product Updates section in the HubSpot app or reply / DM me and I can add you! I’m interested in hearing your feedback. Thanks!

- Tina at HubSpot

8

Hi,
Thanks for reaching out ! I would love to join the beta if you can add me :slightly_smiling_face:
Thanks a lot,
Sophie Lacaze, Ma Petite Planète