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JLefebvre3
Membre

unpaid invoice process

Hello,

I would like to set up a process to track my customers' invoices using the Stripe integration in Hubspot.

The process is as follows:

1) a new customer subscribes to my offer and a form is directly sent to him by email
2) the status "payment" is "pending
3) when the customer pays, the "payment" status becomes "paid
4) If the customer still hasn't paid 10 days after the creation of his invoice, then the status "payment" becomes "unpaid
5) If a "payment" status is "unpaid" for more than 4 days then the "payment" status becomes "unpaid + 4days".

Note that I have already created in hubspot the "payment" property with the different options (paid, unpaid...)

Thanks in advance for your help.

 

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