Remove Association Between Payment & Invoice

[Twigsmore]

REQUEST: We need to be able to edit the association between payments and invoices. 

USE CASE: We have a client who has incorrectly associated an old payment with a new invoice. This payment is 2+ years old and is from a totally different client. They can't use this new invoice as it shows partial payment, and they can't delete it becuase there is a payment associated with it. They also can't move that payment to associate it with the correct invoice.

BUSINESS IMPLICATIONS: They're going to have to create a new invoice and this old one will live here forever and mess up all their reporting. They can't move that payment to the correct invoice which compounds reporting inconsistencies. 

HUBSPOT SUGGESTION: "Refund the payment and recharge the client so you have a new payment on the correct invoice" <-- not ideal!! Especially as this payment was from years ago from a project they don't work on anymore. 

[chighsmith]

Hi @Twigsmore,

Thank you for sharing this detailed feedback and describing your use case and the business implications so clearly. We absolutely understand how important flexibility around payment/invoice associations is for accurate reporting and administrative ease.
 

Your feedback is valuable, and we want to ensure it is seen by our product team. The best next step is to post this feature request in the HubSpot Ideas Forum. Our product experts and decision-makers regularly review submissions there when prioritizing future updates. Additionally, other users with similar needs can upvote your idea, increasing its visibility.
 

Thank you again for taking the time to outline your experience.

Happy Collaborating!

Cassie, Community Manager