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
Hello, has anyone had an issue where the "Payment Source Name" on a Payment record doesn't match the name of the payment link? (See Below). The issue appears whenever a payment link's name is updated after a payment has been recorded. See s read more
@KellenRogers
The payment source will reflect the name of the payment link at the time it was made, it won't dynamically update when you cha...read more
We want to use HubSpot Payments to collect payments going to different areas of the business, depending on the payment link used. I'd like to be able to send a report to our accounting team with information on how each payout should be divided ($X t read more
I'm wanting to add the option to pay through Stripe through a HubSpot quote. However, the option keeps leading me to the Payments feature that is not yet available (I'm in NZ). Is there a way to use the Stripe payments option/checkout from quotes wi read more
Hi @jen_furr and welcome to the Community! In this article it says, If you have an existing Stripe account, you can connect it as a payment proc...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
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
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
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.
Hello. I would appreciate any advice on how best to implement a check request form dashboard. I need the manager of a vehicle financing company to be able to view status of requests (w /remaining requirements), authorize payments, [..and initiat read more
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
I am encountering an issue where some contacts who purchase a product through one of our payment links are not being sent a welcome email as part of a workflow. Based on what I've read in Hubspot's own knowledge base, any contact that comes int read more
@jcovington in your workflow, I'd suggest making the very first action "mark as marketing contact." That will solve this before an email is ever se...read more