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Solved
AdrianEdward on April 23, 2024
Hi, Trying to search through my cusomter invoices and the only options for seacrhing are "Search ID", "Number", or "Amount". However, I can't find where the "Search ID" info is on an invoice or customer. Anyone have any idea on this? I wish we read more
0 upvote
2 Replies
Accepted Solution
Top Contributor | Partner
April 23, 2024 09:54
Hi @AdrianEdward , I think what this actually means (though it is not very clear) is that you can Seach Invoices using ID, number or amount b...read more
thomas- on April 19, 2024
Hi Team Could you please delete INV-1001, it was just created for testing purposes. Thanks Thomas
0 upvote
2 Replies
Most Valuable Member | Elite Partner
April 23, 2024 10:10
+1 for this answer, @BérangèreL . No notes 😊
HJarboe on April 18, 2024
Good morning. We have set up our Sales Team with ability to send a payment link to a customer from a Deal. We're trying to set up email notifications to the person who sent the payment link and also one other internal person once a customer makes read more
0 upvote
9 Replies
Member
April 22, 2024 12:53
Thank you for your help! I'm going to try that to see if that will work for what we need. I used the trigger of payment status "processing" so I'm ...read more
MarcSn on April 16, 2024
I want to create a Stripe Invoice automatically when using a Hubspot payment link for a meeting. Any ideas?
0 upvote
3 Replies
Member
April 18, 2024 04:35
If it were that easy, I wouldn't have needed to ask here... 1. Yes, I got the HS/Stripe integration 2. No, there is no function (at least that I...read more
KJacobson3 on April 15, 2024
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
0 upvote
1 Reply
Community Manager
April 16, 2024 10:38
Hi @KJacobson3 , Thanks for reaching out to the Community! Since there are multiple integrations between HubSpot and Stripe, could ...read more
Solved
BSmith08 on April 15, 2024
Hi, I've recently connected HubSpot with Stripe using the payment processor integration on the app marketplace. I'm looking to have it so that when I create an invoice in HubSpot, the deal maps to Stripe, however I'm not seeing anything appea read more
0 upvote
2 Replies
Accepted Solution
Most Valuable Member | Elite Partner
April 17, 2024 08:43
Hey there @BSmith08 . That has to be frustrating. This may seem elementary, but have you asked HubSpot Support or support at Stripe? Maybe either si...read more
Solved
Marvin_Morgan24 on April 15, 2024
Hi everyone, we are currently just starting out with the Stripe payments integration with HubSpot. As we are based outside of the US, HubSpot's own payments tool is not an option for us. Having read some conflicting information on the web, I th read more
1 upvote
3 Replies
Accepted Solution
Most Valuable Member | Elite Partner
April 15, 2024 20:50
Happy to help @PamCotton and @Marvin_Morgan24 , connecting Stripe to HubSpot is limited by the native integration - an app like Zaybra (now Saas...read more
OTielcharova on April 12, 2024
Hi there, I have the following question regarding the updated features in Commerce of Hubspot. Can I somehow create a flow that looks next: Create a deal, add a quote, and send it to the customer for a signature. After signature when the read more
0 upvote
1 Reply
Community Manager
April 12, 2024 19:18
Hey @OTielcharova thank you for reaching out. Begin by creating a deal and adding a quote to it. Once the quote is ready, you can send it t...read more
JeremyV on April 10, 2024
Has anyone identified a way to connect Hubspot to Multiple Stripe Instances? My customers always have several legal entities from which they need to bill from. Any existing app in the marketplace I can use to connect several stripes account and use read more
0 upvote
1 Reply
Community Manager
April 11, 2024 03:40
Hi @JeremyV , I hope that you are well! Thank you for asking the Community! On this article " Connect your Stripe account as a payment processor...read more
val_spot_on on April 09, 2024
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
0 upvote
1 Reply
Community Manager
April 09, 2024 19:09
Hey @val_spot_on , thank you for posting in our Community! While currently, HubSpot may not support ACH payments directly, you can integrate...read more
MScroggin on April 04, 2024
How do I retrieve what was purchased on a Deal? I am trying to create workflows to take certain actions based on the products purchased when a payment is executed. I am unable to use the Payment/Line Item association to retrieve the SKUs purchas read more
0 upvote
4 Replies
Key Advisor | Partner
April 11, 2024 10:15
Hey @MScroggin I'm not aware of any out of the box solution to pull all line items and add their data to a deal right now. HubSpot's automation is ...read more
JIrvine1 on April 01, 2024
how do I turn off the option at the top of the crm that says "collect payments with your crm"? This is not something we do.
0 upvote
2 Replies
Contributor
April 02, 2024 09:07
right at the top [cid:8c1c9965-70bb-4778-8f72-21bee928817e]
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