At the moment we work with Xero but we can accomodate bespoke requests (e.g. to sync with stripe instead). I'm happy to arrange a demo if you'd like more info.
Hello, We use Deal by Hubpot or Pandadoc to send our deals but for both Stripe is a native solution. We already have contacted Stripe to know if the API solution was possible but they tell us that the only availble solution is to send a notification to our sales after the third month of paiement to inform them that they need to stop the recurring paiement. We can't use webhooks on Hubspot...
@FilipeCardante a solution that we have implemented before was to use Xero to create invoices and then send them using the Xero automation which also has a Stripe payment integration.
Another option would be to use a webhook or API post call to Stripe in a HubSpot Workflow to charge the credit card 3 times.
Hello, The payment in three times corresponds to the possibility for our customers to pay in three monthly installments (total payment divided by three and spread over three months). We tried with Stripe but the solution only allows a recurring payment, which forces our sales to stop paying each customer after the third month.This solution is not viable because we have too many customers. In terms of payment via the Hubspot deals, there is indeed a possibility to spread the payment over several months but the problem is that the attached payment tool blocks this functionality. Do you know of any solutions for this type of payment? Thank you.
Thanks for reaching out. I want to tag in some thought leaders to see if they can assist with this. Hi @darynsmith@KeyWestScott@piersg, would you be able to share your thoughts with @FilipeCardante?
Thanks, Jess
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