I have a question about utilizing the payment schedule feature within quotes? As you can see below, I issued an accepted quote to a customer with 3 payments. I was under the assumption that this was creating a type of "subscription" for the custo Leer más
When setting up recurring billing subscription via the quote tool does billing automatically stop after the term? For example, if I set the term on a line item to 12 months, will the recurring payments stop after the 12th month? We need the automati Leer más
The term length typically defines the agreement period but doesn’t always dictate when billing stops. Recurring payments usually continue beyond ...Leer más
When I click into a subscription for one of our companies, there is a preview that shows on the right which is not customizable. This means, if I create any custom fields that are important to our business, I can't show them in the subcription prev Leer más
Hi @RHoward48 ,
Unfortunately, as far as I am aware, the functionality to customize the preview for subscriptions does not exist. The previe...Leer más
Hi HubSpot Community, I’m reaching out because I’ve been encountering several challenges with HubSpot Payments that have made it increasingly difficult to manage client billing and payment processes. While I’ve been trying to work around the iss Leer más
Greetings! We are wanting to set-up automated invoices. However, we do NOT bill in arears (ie net 7, net 10, etc.). We actually invoice mid month for services rendered all of that month (ie, we invoice in the middle of February, for all services ren Leer más
Hi folks, is it possible to automatically create a billing subscription from a deal (similar to how the "convert deal to subscription" feature works) when a deal is closed won using Workflows or some other feature?
Hi @kyle5 , here's a potential way to go about it:
Create a product(s) utilizing the billing frequency to mimic your subscription frequency.
C...Leer más
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 Leer más
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...Leer más
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, Leer más
Hallo Paul, der Integrationspartner "Maesn" hat bereits eine Integration von Hubspot zu sevdesk gebaut. Diese übertragen die Rechnungen zu sevde...Leer más
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 Leer más
Hi @HAdams7 ,
I built out a pretty robust zap sync'ing between HubSpot and Xero using Zapier. It's triggered off a paste into a Google Sheet. ...Leer más
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,
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?
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...Leer más
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 Leer más