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marksdave
Member

Payment Schedule....Why aren't payments automatically charged?

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I have a question about utilizing the payment schedule feature within quotes? As you can see below, I issued an accepted quote to a customer with 3 payments.  

I was under the assumption that this was creating a type of "subscription" for the customer and was going to automatically charge them for the 2nd+3rd payments due. I was also under the assumption that the customer when they are accepting the quote would be agreeing to some hubspot terms that they are agreeing to be charged per the payment schedule.  

 

It seems that this leaves companies open to lots of risk of 1) customers not paying and 2) requiring TONS of tracking and bugging customers to pay their subsequent invoices.  This all could be solved if these were automically charged on the payment scheduled dates.....

 

Is there a way to achieve automatic payments?  I tried to play around with the subscription feature, but this doesn't seem to work for breaking up a customers payments like the scheduled payments feature does.  

Any suggestions for us? Thanks in advance! 

 

Screenshot 2025-01-20 at 11.31.14 AM.png

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1 Accepted solution
DianaGomez
Solution
Community Manager
Community Manager

Payment Schedule....Why aren't payments automatically charged?

SOLVE

Hi @marksdave,

 

Thanks for reaching out to the Community!

 

Upon reviewing this topic, I found that another user had a similar question, and here you can find the response/solution to it. 🙂

 

Questions about payment schedule in quotes and automatic invoice creation

 

I hope this helps clarify!

Diana


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1 Reply 1
DianaGomez
Solution
Community Manager
Community Manager

Payment Schedule....Why aren't payments automatically charged?

SOLVE

Hi @marksdave,

 

Thanks for reaching out to the Community!

 

Upon reviewing this topic, I found that another user had a similar question, and here you can find the response/solution to it. 🙂

 

Questions about payment schedule in quotes and automatic invoice creation

 

I hope this helps clarify!

Diana


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


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