Hi! Aside from the due date, is it possible to see the time when our client’s card will be automatically charged for their next instalment?
My routine is to check the invoices due each morning and manually charge them. I used to do this the day after the due date, but we noticed an increase in duplicate payments because clients were paying via bank transfer and the payment would reach us the next day, while I was also charging their card on that same day.
We agreed that we could charge on the due date, but that defeats the purpose of the automated deduction. I’m just curious where we can see the specific time of those automatic charges before I move on to the manual charges.
I also want to add that I’ve noticed cards are sometimes not automatically charged on the due date. So this is a hit or miss for me and sometimes creates an administrative burden.
@KV1 Have you tried setting notification tasks or reports up related to and timed with the associated payment schedule installment?
The ‘Subscription’ object view that create a subscription for recurring invoices has a panel automatically that shows Upcoming payments.
Reminders: I would go a step further and set reminder tasks based on Subscription [ Next Billing Date ]
Reports: There is also a report in Revenue Analytics for new Subscriptions that you can customize to include those properties
HubSpot support can probably better diagnose why cards are not automatically charged on the due date. If you aren’t already, storing the payment method after first installment, and considering using the back-up payment method option now available might be good preventatives. Store a payment method for future charges
Moderator note: While this solution may not address the original poster’s specific situation, it could be helpful for other community members facing similar challenges.
Hi @KV1 and welcome, we are so glad to have you on the HubSpot Community!
Thanks so much for sharing your workflow and process, this is a great question!
Currently, HubSpot displays the due date for scheduled payments (as you mentioned), but there isn’t a way to specify the exact time a client’s card will be charged. Automated charges usually occur on the due date, but timing can vary based on factors like payment processor (if the payment doesn’t go through, it can move to an unpaid state and be retried later) or time zone.
Once the charge has actually been attempted/processed, you can confirm the timestamp from the payment record using the Payment date field.
Your approach to managing duplicate payments is the right approach, and I can see how having the exact charge time would help in your routine.
For new feature suggestions, I’d recommend first to search and check if this idea is already present on our Ideas Forum here. If you find a similar idea, give it an upvote and share your unique use case in the comments.
