When creating a subscription invoice, I can't add a tax line item to the invoice. If I convert a quote to an invoice for one-time items, the invoice displays the tax amount as expected. Just like it does in the quote. However, subscription invo read more
Hi @LPower3 - did you ever resolve this - I have the same issue. I have managed to update 1 off invoices, but cannot make chnages to subscription i...read more
The standard invoice template is very limiting, and it can be frustrating to have no control over how it looks, what's included (or not included), and etc. For example, traditionally we have our mailing address as well as a contact email and conta read more
@MariusW click on your profile picture in the top right corner of your portal, and then select "Product Updates" from the dropdown menu; this will ...read more
After a customer has completed all transactions in a subscription, the status of the subscription still shows as Active. It should show as completed if all their payments are complete.
We have users on our team who need to view and send receipts, but we don't want those users to have the ability to issue refunds. These two actions seem to be tied to the same permission set. It would be great if those were two different settings. read more
[Update as of Aug 30]
The Stripe payment processing integration is now in Public Beta in the U.S.. Follow the documentation here to set it up.
We expect to offer access to international users within the next two quarters. Please sign up fo read more
Hi Jonne,
Thanks for your note! We are aiming to be in beta in the next two quarters. The best way to be notified is by joining the waitlist me...read more
@Sam62 I also looked into the option for web developers to access payments ahead of the release to non-U.S. locations, but it is fully limited to U...read more
Hi Community, We have an issue where a HubSpot payment is not linking to a deal. Here's what happened: we sent the payment link to a contact who forwarded it to their purchasing department. The payment was made using the purchasing dept. email, read more
Hello @AprilG ,
The problem is due to the fact that the payment was made using the purchasing department's email and not the contact’s e-ma...read more
Per the "manage payments" documentation here: https://knowledge.hubspot.com/payments/manage-payments "A payment record will be created and associated with the relevant contact, company, subscription , and deal record." What happens when I hav read more
I found a way... I was using the "Payments" button in an Email to get a button link, but this way does not provide a means to specify a Deal. It's ...read more
Hello, My company is incorporated in Israel, which is not supported by Hubspot Payments or by Stripe, so we send most of our payment requests on Paypal so that people can easily pay by credit card. I'm struggling to find a seamless way to: - G read more
@danbanon - With custom-coded workflow actions in HubSpot's Operations Hub and PayPal's API you'll be able to build out automation in your HubS...read more
We would like our quotes to be sent to our clients without the payments ("Pay Now") section. Just like I can hide other sections on the quote template, how can i hide the payments section, it is simply not needed. I don't even have Hubspot payment s read more
@batta - It isn't possible to remove the payment module from the quote template but when you are creating you quote, once you have navigated throug...read more
We use SAP B1 for invoice generation for the standar customers who place their sales orders directly (without generating payable quote). When we want to let them to pay directly via ACH or CC we create a custom payment link for the exact amount and read more
We're using payment links to manage paid events/training sessions. These sessions have a max cap of 16 attendees. The only way to prevent us from going over is to just keep an eye on a filtered deal view with the unique payment link name.
We h read more