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LPitcher5 on June 11, 2024
I'm working with a client who is in need of some kind of invoice automation. I know there are subscriptions that auto draft from clients each month. However, some bigger clients aren't able to sign up for an auto pay situation because they have read more
0 upvote
3 Replies
Member
June 14, 2024 10:10
Hi, For automating invoices, you can explore using workflow automation or integrating with invoicing software that supports scheduled invoicing. The...read more
DBerger on May 21, 2024
I am dealing with Accounting Departments at various companies. And while they appreciate being emailed the Receipts for their Recurring Payments, they also want a PDF-downloadable Paid Invoice. As it stands, they are sent as part of the Receipt a li read more
0 upvote
4 Replies
Participant
June 03, 2024 13:53
Thanks @HubDoPete ! I will see if our developers have time to implement this, though I still think it would be worthwhile as a feature in the web v...read more
malanciault on April 01, 2024
Hi, We have switched many clients from Chargebee to Hubspot Commerce. Payment processor is Stripe. We sent a Payment link to all clients, with a start date subscription for April 1st. All our clients have filled out the payment link and inpu read more
Member
April 03, 2024 05:26
Hi Pam, thanks for your help. I am in discussion with Hubspot Support. In the meantime, if it can help other users. I found this: Update paymen...read more
malanciault on March 28, 2024
Hi, In Commerce > Subscriptions, we can see all our subscriptions from client paying via Hubspot. That's great! However, we have some client who are paying by check (unfortunatly 😉 or that already have paid dor a year, before we imple read more
0 upvote
5 Replies
Participant
April 16, 2024 11:02
3 ways to track your subcribtion on HobSpot.
Solved
EAmoroso on January 27, 2024
We have a coaching membership model and some members will start out with a more expensive subscription, then downgrade. We need the ability to end one subscription level and start another on the next billing date without losing subscription history. read more
0 upvote
2 Replies
Accepted Solution
Community Manager
January 29, 2024 08:08
Hi @EAmoroso , Thank you for reaching out to the Community! If you are looking for the history of the changes made to the line items, I’ve notic...read more
rh7 on November 07, 2023
Hi, can I use HubSpot to send our monthly invoices as pdf documents by email? Payments do not necessarily need ot be handled. This is something our tax account does, but we need to able to invoices compliant to German law, see here: ht read more
1 upvote
6 Replies
Most Valuable Member | Elite Partner
November 15, 2023 07:52
@rh7 understood - but where is the data coming from, what type of object? The deal? or are you using a custom object?
jcovington on September 20, 2023
Hi all, Figured I'd post here since I didn't see anything specifically about this upon searching. I was wondering if it's possible to somehow see a history of the payment update link emails that get sent to a contact in the contact record's h read more
0 upvote
2 Replies
Participant
September 21, 2023 11:14
Thanks, Mia! I upvoted and left a reply on that ideas post. If we're using workflow emails to get them to update payment, then how would we...read more
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