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Solved
WhitePhantom on November 27, 2024
Hi, hope someone can help! I was playing around with the Commerce tool thinking it might be something I'd find useful for the future. I created a dummy subscription as a recurring payment, then created a dummy invoice associated with that subscripti read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
November 28, 2024 00:05
Hi @WhitePhantom , Like quotes, invoices in HubSpot are created so that they can then be accessed via a direct link or shared through an email...read more
PLotzer on November 26, 2024
Hallo, ich habe eine wichtige Frage, bevor wir entscheiden können, auf Hubspot komplett umzusteigen: Wir verkaufen jährliche Lizenzen einer Software und möchten diese Lizenzen Kontakten zuordnen, damit wir einen gesammelten Überblick haben, read more
0 upvote
1 Reply
Participant
November 26, 2024 05:09
Hallo Paul, der Integrationspartner "Maesn" hat bereits eine Integration von Hubspot zu sevdesk gebaut. Diese übertragen die Rechnungen zu sevde...read more
HAdams7 on November 25, 2024
Hello I am finding it hard to come aross information about how to sync or create invoices that are created in HubSpot to Xero. I know that Hubspot does not have the option to do a 2 way sync between HubSpot & Xero for invoices. I also read more
Community Manager
November 26, 2024 11:22
Hi @HAdams7 , Thanks for reaching out to the Community! I’ve done some research, and unfortunately, I haven’t found a clear workaround...read more
KWeston on November 20, 2024
Hi all, Is there a way of sending the PDF invoices automaticallly to customers that have paid through stripe for a subscription? They get a receipt currently but this doesnt have all the information required on it. Thanks,
Community Manager
November 20, 2024 16:55
Hi @KWeston ! Welcome to the Community-- happy to have you here 😊 @HubDoPete addresses a workaround in this thread: Send link to dow...read more
LCamacho22 on October 31, 2024
I have several recurring customer subscriptions for which I’d like to update the "next billing date" in bulk, but I haven’t found an option to do this. Has anyone had success with bulk updates for this property or any other subscription property?
0 upvote
1 Reply
Community Manager
November 01, 2024 08:11
Hi @LCamacho22 and welcome to the Community! It's so great to have you here! Great question, thanks for asking! Here are some resources for inf...read more
Solved
BEastom8 on October 23, 2024
There is a big problem with this. We often run into times where we send an invoice, collect a deposit, then while doing the project, we need to add items to the invoice, or charge a fee due to credit cards. We need this to be an option. It read more
1 upvote
2 Replies
Accepted solution
Guide | Gold Partner
October 24, 2024 09:33
Hi Brian, This is a tricky area for HubSpot, matching invoicing feature parity with each integrated accounting package. For example, Xero...read more
Solved
GLePage on September 19, 2024
Currently, a person cannot update their payment details without creating a new subscription. The link to update the card details cannot be sent through a workflow; it can only be done automatically (once) or manually. If a card expires or declines, read more
1 upvote
6 Replies
Accepted solution
Key Advisor
September 20, 2024 18:00
Hi @GLePage - Yes, based on current behavior - when a payment method is updated for a subscription, it results in the creation of a new subscrip...read more
BKühn on July 30, 2024
Hi everybody, some of our services are billed per unit of use. To do this, I need to be able to change the unit for items so that €/kWh, for example, appears in the price column. Does anyone have a solution for this problem, or is it already under read more
0 upvote
3 Replies
Community Manager
September 27, 2024 11:01
Thanks so much @BKühn ! Linking that Idea here , so others can upvote!
Solved
HazelJohnson on July 24, 2024
The invoices module in HubSpot has been live for almost a year now. I'm working with several HubSpot clients that have a requirement to use the invoices function either natively in HubSpot or via an integration with Xero, NetSuite or QuickBooks. read more
3 upvotes
3 Replies
Accepted solution
Most Valuable Member | Elite Partner
July 29, 2024 08:37
Thanks for the tag @janek - and hello @HazelJohnson . While I don't have a workaround for this, I would suggest adding your copy from here to an ...read more
vna66 on July 18, 2024
Hi, i created Stripe account via HubSpot integration. Account was verified by Stripe, hovewer it's a test mode only account. Stripe support says it's API created account, so it has to be solved by HubSpot. (Screen attached) How should i fix this? read more
Community Manager
July 18, 2024 17:40
Hey @vna66 , thank you for reaching out. To resolve your Stripe account being in test mode, first, log in to your Stripe dashboard and ensu...read more
LPreach on July 15, 2024
We use HubSpot Commerce and Stripe is our payment provider. We want to update user account status on our internal admin tool based on their payment status. For exmple: if the payment failed, I need to send that to our internal admin tool s read more
Community Manager
July 15, 2024 18:37
Hey @LPreach , thank you for posting in our Community! To see and map the statuses between HubSpot and Stripe, first ensure that HubSpot Com...read more
Solved
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
Accepted solution
Participant
June 26, 2024 01:38
To automate invoicing for clients who can't use auto-pay subscriptions, use HubSpot workflows to schedule and send invoices monthly. Create standardi...read more
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