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...read more
When updating a product (line item) description this will not pull through the updated description to deals already produced. When you initially create a quote it will pull the description through, if that description is updated after the fact you w read more
Hi Neal,
Yes the Product Library today is a repository of product 'templates' that speed the task of adding line items to deals and quotes. A l...read more
I 'm creating a quote with hubspot api , I fetched all line items and line items others information , I need to work with tax rate , add tax rate with line items, but how can I get all taxes via api ,which are showing on the image above!
Hey @TIslam9 , thank you for posting in our Community!
To get tax rates for line items in your HubSpot quote, use the GET /crm/v3/propertie...read more
Hi, I have created my first quote and it got published. But when i try to download, it gives me error " We are unable to generate a PDF for your quote at this time. Please try again later." Tried from multiple accounts, all are admin
Hi Sanjeev. we have tried already from 3 different computers, 3 different accounts and all of them super admin. there seems to be issue at hubspot s...read more
It is not possible to add a discount prior to generating a Quote on a deal. Once the discount is generated with the quote, it is not possible to see or report on the discount for the deal in any way. The deal is not updated with the discount amount read more
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
From January 1, 2025, all B2B invoices in Germany must comply with the EN 16931 standard.
The required formats for these invoices will generally be either ZUGFeRD 2.x or XRechnung.
Is HubSpot planning to support these invoicing require read more
Hi @FrankWL , thanks for your patience as I was checking on this for you! I heard from the Team and it's on our radar but we don't have a timelin...read more
Hi, unfortuantely we cannot currently use the invoicing process in Hubspot because the system is automatically adding extra money when we apply 0% VAT. This is simply incorrect and it will bring issues with customers, as they are wrongly being charg read more
Hi @NFernández , I hope that you are well! For information, the Team is currently checking on this for you, thanks again for bringing this to our...read more
Hi William, As you know when quotes expires they can no longer be accessed anymore. But to view an expired quote, you could click on the quote name i...read more
Hello, everyone. Is anyone else facing issues with managing legacy subscriptions on Stripe alongside the new HubSpot subscriptions that are getting created as result of HubSpot's transformation of the integration from the previous legacy version? W read more
Hi, Victoria Thank you for responding. We have standard products with custom discounts for some customers as well as multiple currencies, so crea...read more
Hi there, we recently imported our products into HubSpot's product library but need the quantity to update when that product is associated to a deal. For example, quantity needs to decrease once its associated deal passes a specific stage in our pip read more
Inventory Management: Product Quantities Effective inventory management is crucial for businesses to maintain optimal product quantities and ensure ...read more
Hi all, When we want to use discount codes in payment links we have the remove the tax rate from the product item/line item. As a result we can't charge taxes which we are obviously obliged to do. How can this be solved?
Hi @DWalraevens , Unfortunately, it looks like HubSpot’s payment links don’t currently support applying discount codes and calculating tax at the...read more