We’re having an issue where we want a requested membership pause afer a failed payment to void an invoice and then push the customer’s next invoice date out by 30 days, but we don’t want the voided invoice to show up on their record. Does anyone have any ideas on how to do this?
Hi @StephShute and welcome, we are so glad you are here!
Thanks for bringing this question to the HubSpot Community!
I understand the challenge you’re facing with managing voided invoices, especially when it comes to customer experience and keeping records tidy.
At the moment, HubSpot invoices that have been voided typically remain visible within a contact’s record for transparency and tracking purposes.
Currently, there isn’t a built-in way to hide voided invoices from the record view, but I can definitely see how this would be useful in your workflow.
I’d love to invite our Top Experts to this discussion: Hi @danmoyle, @GIlievski and @ChristinaKay do you have workarounds to help @StephShute, please?
Have a lovely day and thanks so much in advance for your help!
Bérangère
Hi @StephShute,
Unfortunately there is no way to hide voided invoices from the Contact record and keep them associated.
The only thing that you can do is remove the association completely via the API. I tried this endpoint (this is the batch endpoint) or this one to delete associations between two objects, from contact to invoice (voided invoice) and it completely removed the association. The invoice stays voided and in HubSpot but with no contact associated.
Hope that helps.
Welcome to the Commnity @StephShute! In addition to the solution @GIlievski offered, I would suggest \adding your use case to a feature request in the Ideas forum here. Give details like you did here, and more if possible. And let us know so we can also upvote it!