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Top Resources for Commerce

  • Calculating the amount of transactions over a period

    • Hi community, We are a non-profit organization, and I would like to create a list of contacts based on the cumulative amount of donations (transactions) in euros they made over a given period. For example, all the contacts who have given less than 100€ over the last year. Could you help me with this ? Thank you very much, ...read more

  • Send recurring invoices as pdf by email meeting Germany law requirements

    • 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: https://stripe.com/en-de/guides/invoicing-best-practices-for-germany Stripe has the restriction you cannot add a company name to your customers when you use invoicing with wire transfer (payment me ...read more

  • Including Payment Link in Payout Details

    • 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 to payment link A, $Y to payment link B, etc). Is there a way to easily distinguish which payments are coming from which payment links within each payout? I looked over the different payment/payou ...read more

  • Check request form dashboard / payments.

    • 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 initiate payment, if possible!] Thank you for any input! ...read more

  • Stripe payment processing integration Beta feedback

    • [Update as of Aug 30] The Stripe payment processing integration is now in Public Beta in the U.S.. Follow the documentation here to set it up. We expect to offer access to international users within the next two quarters. Please sign up for the waitlist to be notified. ======== [Old] We've recently launched a new Stripe payment processing integration in Private Beta. With this integration, you'll get full access to all of our commer ...read more

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CYM-Chris on November 28, 2023
Invoice Logo Management
I would like the ability to manage logos on invoices as we can on quotes and other areas of HubSpot.
Reply Discussion Reporting
1 upvote
1 Reply
MiaSrebrnjak
Community Manager
November 29, 2023
Hi @CYM-Chris , Thank you for reaching out to the Community! You can customize the default appearance of receipts in your account's brandi...read more
HLloyd-Calam on November 23, 2023
How do you contact customer service?
I'm not impressed with the standard of customer service at all. How do I contact the support desk? I have tried the help pages but they send me around in loops! Then I tried to call and no one responded. Please help!
Reply Discussion Payments Links
0 upvote
1 Reply
DianaGomez
Community Manager
November 23, 2023
Hi @HLloyd-Calam , Thank you for reaching out to the Community! In order to contact the support desk, please follow these steps: 1...read more
Solved
mflourens on November 09, 2023
Calculating the amount of transactions over a period
Hi community, We are a non-profit organization, and I would like to create a list of contacts based on the cumulative amount of donations (transactions) in euros they made over a given period. For example, all the contacts who have given less than read more
Reply Discussion Reporting
0 upvote
5 Replies
mflourens
Participant
November 13, 2023
Hi @Lucila-Andimol and @DianaGomez , Many thanks for your answers. I finally found a way of managing it thanks to our Hubspot CSM. He adviced me...read more
rh7 on November 07, 2023
Send recurring invoices as pdf by email meeting Germany law requirements
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
Reply Discussion Recurring Payments
1 upvote
6 Replies
Jnix284
Thought Leader | Diamond Partner
November 15, 2023
@rh7 understood - but where is the data coming from, what type of object? The deal? or are you using a custom object?
Solved
KellenRogers on November 01, 2023
Payment Source Name Does Not Match Payment Link Name
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
Reply Discussion Payments Links
1 upvote
13 Replies
BérangèreL
Community Manager
November 17, 2023
Hi @danmoyle , I hope that you are well! Thank you so much for all the amazing contributions/help on the Community, and also for going the extra...read more
HJohnston0 on October 16, 2023
Including Payment Link in Payout Details
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
Reply Discussion Payments Links
0 upvote
2 Replies
HJohnston0
Participant
October 17, 2023
Thank you! Upvoted the ideas 😊

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