CRM

Bobej
Membre

Do I need to setup Stripe to send an Invoice?

Résolue

Hello,

 

I'm based in the UK and was looking to start using Hubspot invoices. When attempting to make some edits to the invoices it keeps prompting me to set up Hubspot Payments or Stripe.

 

I just want to send invoices to customers with our company bank details on it and not accept any online payments through Hubspot or Stripe.

 

Since Hubspot Payments is not available in the UK, I was going through the Stripe process but they are asking far too much information when I'm not even going to use the service and just want to customise my Hubspot invoice.

 

How can I custome the Invoice and only send out invoices with my bank details on them?

 

I do the Sales Pro subscription.

 

Thanks!

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1 Solution acceptée
DSharma02
Solution
Contributeur de premier rang | Partenaire solutions Gold
Contributeur de premier rang | Partenaire solutions Gold

Do I need to setup Stripe to send an Invoice?

Résolue

Hi @Bobej ,

Yes you can create and donload invoices for manual payments if you don't have a payment processor set up.  Check this article here: https://knowledge.hubspot.com/invoices/create-and-manage-invoices

DSharma02_0-1719809944420.png

Hope this helps!
Thanks

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0 Votes
1 Réponse
DSharma02
Solution
Contributeur de premier rang | Partenaire solutions Gold
Contributeur de premier rang | Partenaire solutions Gold

Do I need to setup Stripe to send an Invoice?

Résolue

Hi @Bobej ,

Yes you can create and donload invoices for manual payments if you don't have a payment processor set up.  Check this article here: https://knowledge.hubspot.com/invoices/create-and-manage-invoices

DSharma02_0-1719809944420.png

Hope this helps!
Thanks

0 Votes