Billing dashboard/table

Gabvo
Participant

Hey,

 

Working with Hubspot for our fintech online platform. Looking for a way to have somewhere (in the sales dashboard) a recap with all the payment info (subscription, dates, status of billing, invoice history,.. automatic sending of invoice at the recurrence date,..). And link that to an admin dashboard. 

Is that possible? 

1 Reply 1
jetta
Participant

Hi @Gabvo,

 

Your best bet would be to create a custom report. Depending on what information you have in properties, you could get some of this information into a report

 

 

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