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CYM-Chris on November 28, 2023
I would like the ability to manage logos on invoices as we can on quotes and other areas of HubSpot.
1 upvote
1 Reply
Community Manager
November 29, 2023 08:41
Hi @CYM-Chris , Thank you for reaching out to the Community! You can customize the default appearance of receipts in your account's 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
Thought Leader | Diamond 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?
KellenRogers on November 01, 2023
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
1 upvote
13 Replies
Accepted Solution
Thought Leader | Diamond Partner
November 09, 2023 20:26
@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 more
HJohnston0 on October 16, 2023
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
0 upvote
2 Replies
October 17, 2023 09:44
Thank you! Upvoted the ideas 😊
jen_furr on October 04, 2023
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
4 Replies
Accepted Solution
Most Valuable Member | Elite Partner
October 06, 2023 12:38
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 more
KGood1 on September 21, 2023
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?
0 upvote
1 Reply
Thought Leader | Diamond Partner
September 21, 2023 21:21
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 more
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
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 more
LBS1 on September 05, 2023
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.
Community Manager
September 06, 2023 12:51
Hello @LBS1 , Thank you for your question. Could you please provide us with more context? All the details you can provide, more
ryandrive on September 01, 2023
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
0 upvote
2 Replies
October 30, 2023 04:35
Thank you for your reply.
MWells-Kress on August 28, 2023
Is there a way to instill a cancellation fee or late reschedule fee when charging payment through meetings?
1 upvote
2 Replies
Community Manager
August 31, 2023 04:43
Hi @MWells-Kress , Thanks for reaching out to the Community! Can you please confirm if you are collecting HubSpot Payments via your more
PEvans405 on August 17, 2023
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
0 upvote
1 Reply
Community Manager
August 17, 2023 17:29
Hello @PEvans405 , Thank you for your query. It's accurate that this permission covers both options. As a result, I suggest that you more
jcovington on August 16, 2023
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
7 Replies
Accepted Solution
Most Valuable Member | Elite Partner
August 17, 2023 09:37
@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 more
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