In Legacy Quotes we had made several customizations to the Quote Template that don't seem possible with the new Beta Quotes in Commerce Hub.
Change Quote to Sales Order
Customize Quote Ref label and data to include other Personalization T read more
I have 2 currencies set up in my account settings, EUR and CAD. I've issued invoices in both numerous times with no issue. I drafted some invoices this morning in CAD. When I came back to send them this afternoon they can't be edited because "Inv read more
Hi @Jaycee_Lewis , I'm almost certain what was happening was that my subscription had lapsed without me noticing. There was no email about it en...read more
I know we can look over all transactions through hubspot, but I've noticed that if we get multiple payments a day, we receive a grouped payout into our bank account. For example, if we get payments from Company A for $100, Company C for $50, & C read more
You’re Not on Shopify Plus
Shopify’s native quoting feature is only available for B2B on Shopify (Shopify Plus). Solution: Use a third-party app l...read more
Shouldn’t invoices be the source information for forecasting? I mean, what better proof of a sale is there than an invoice? It is frustrating not to see the forecast goals attainment populated with invoice totals.
Hi @PGarcesLamber , I hope that you are well! I have checked internally for you and as long as you are marking deals as 'closed won', you should ...read more
I am brand new to Hubspot. I want to create a discount code that takes 100% off of the price for certain formtakers but the discount code won't let the formtaker apply the code if the total is less than 50 cents. What am I doing wrong? How can I read more
Hi @JGarrett321 , I made 2 forms. One that requires payment and one that doesn't. I share the link that doesn't require payment for 100% discou...read more
I have a customer using Square Point of Sale (POS) solution which is also bundled with a ecommerce solution where he can sell poducts & services online and have the same product & services available to sell In Person via Tap and Pay device. read more
Hi there-- I keep trying to connect Stripe to my account and keep getting a message that says "Something went wrong. Please refresh the page to try again." Furthermore, every time I try to log on to Stripe it shows it in "Test Mode." What mig read more
There's a new function called Commerce in HubSpot, but it was pretty confusing to me. I saw 'Invoice' function and thought that now I can create invoices directly with HubSpot without using any external tools e.g. Quickbooks, but when I open the inv read more
Hi @val_spot_on ,
Check out this article on setting up the ability to collect payments in HubSpot: https://knowledge.hubspot.com/payments/set...read more
All, In our line of work, and many others, billing and shipping addresses differ. There is not an option to add a seperate shipping address on invoices. Could you please add this feature?
Hi @KGood1 to make sure your request reaches the product team, you can add it to the ideas discussion here instead.
If you share the link b...read more