Why can't I finalize an invoice that has a $0 total?

HubSpot Ideas
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1

It happens that we often sell a service as a promotion to attract new customers and give a 100% discount on it, ex: a free consultation.

I want to be able to invoice it to record the work done and have it record as a $0.00 item.

However HubSpot won’t let me finalize an invoice if the total is $0.00.

Why not?

This seems like a very silly limitation.

Even a negative total invoice is possible if there’s a refund which should be added (e.g. subtracted) to the revenue totals.

If the value is <= $0.00, the payment link could simply be removed from the invoice to avoid problems with the payment processor. Refunds would be handled outside of HubSpot.

Another use for this is for testing invoices by since you can add a product item and give a 100% discount and it won’t affect revenue reports. Otherwise, you have to create a dummy test deal and filter it out from reports. Of course, a sandbox option in HubSpot would be much better, but this would be an acceptable woraround for most people.

Please fix this!

2

+1 for a customer wanting to apply a 100% discount, since this KB indicates it’s not currently possible: Understand discounts when collecting payments.

3

Yes help please

4

We need to be able to send €0 invoices and we need to be able to send invoices with a negative amount (credit invoices). This is so normal in B2B that I really can’t get my head around it that somebody thought it was a good idea to implement this kind of a constraint in the invoice editor.

Please remove this constraint. Can’t be much work. Would be great impact.

5

Yes please i want that too thank you

6

Could the form caluclate the invoice amount before system moved to the payment screen?

So we charge $199 for a seminar.

If you bring a new business guest we do not charge for the seminar for either of you.

If the new business is not in Hubspot as a former attendee then the balance is zero

The process is completed

If the balance is > $0.01 THEN it moves to the payment process.

Seems simple enough to consider what is now a single process to two processes a)Registration and b)Payment

7

This presents as a bug to me.

  • If the line items total $0, the “Update invoice” button is greyed out.
  • If I toggle OFF “Accept Online Payments,” the “Update invoice” button is orange again.
  • Clicking that button prompts the error: “This invoice couldn’t be finalized. There was a problem updating your invoice. Please try again in a few moments.”

Clearly there is intention that the invoice should be created. How can this “idea” be converted to a “bug fix”?

8

This is the solution we have found:
1. Click + Add discount, fee, or tax (Under Summary - subtotal)

2. Create a discount name and add 100% discount (this will automatically zero out the order)
3. Turn OFF Accept online payments