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Commerce

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Challenges with Syncing Inventory Between HubSpot and Shopify
- Hi everyone, I’m currently managing an e-commerce store and using HubSpot to track customer data and Shopify for sales and inventory management. I’ve set up the integration between HubSpot and Shopify, but I’m running into some challenges: Inventory data isn’t updating in HubSpot when changes are made in Shopify, even though the integration seems active. Customer purchase data from Shopify sometimes doesn’t appear in HubSpot’s timeline or ta ...read more
Send a paid invoice automatically when a subscription is paid
- Hi all, Is there a way of sending the PDF invoices automaticallly to customers that have paid through stripe for a subscription? They get a receipt currently but this doesnt have all the information required on it. Thanks, ...read more
Getting Quotes file size
- Hi, I have a requirement to download the quotes via API. For that im using batch read endpoint and get the hs_download_link to download the quote. But I need to get the file_size for that paticular file. How can i do that? Also is there any way to get the published quote attachment id? If so then we can use it to get the file related details. Thank you ...read more
Include Shipping Address on Invoices
- Ready to streamline your operations? 🚀 What’s New? Merchants can now add a shipping address to Commerce Hub invoices! This feature is available for users enrolled in HubSpot Payments or Stripe , streamlining your invoicing and delivery processes. Why It Matters: Including a customer’s shipping address on invoices ensures accurate delivery and record-keeping. Whether it’s for tracking shipments or maintaining detailed cust ...read more
Introducing Weekly Billing Frequencies for Products & Line Items
- We’re excited to announce a new enhancement to our billing capabilities: weekly and biweekly billing frequencies for products and line items! This update is designed to provide greater flexibility and convenience, ensuring our tools align seamlessly with the diverse needs of your business and customers. What’s New? You now have the option to set billing frequencies to: Weekly Every 2 weeks (biweekly) This feature is avail ...read more

AllisonBosse on December 06, 2024

Introducing Automated Email Reminders for Invoices

Managing invoices just got easier! We’re excited to announce the release of Automated Email Reminders for Invoices , now live for Commerce merchants. This feature empowers you to set up email reminders for customers with unpaid invoices, ensuring t read more

Reply Discussion Automation Invoices Product Updates

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Testaccountgist on December 03, 2024

Revenue attribution for assets is Deal-based only, but my client's revenue is tracked on Orders

I already submitted this in the Ideas Forum. But please let me know if you have a better alternative to my workaround. My eCommerce client is looking to attribute revenue to their marketing assets and email campaigns, but Campaign revenue a read more

Reply Discussion Reporting

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Testaccountgist

Participant

December 06, 2024

Hi @ARez , thanks for chiming in. Could you provide more details on your alternative solution? What do you see this process looking like? And if Cam...read more

Solved

aea on November 29, 2024

Cannot open an invoice

We are using hubspot for quite some time now and we have one invoice that we can't open. It also apparently wasn't sent to the customer when it was supposed to. When clicking on "Download invoice" this message is displayed: When clickin read more

Reply Discussion Payments Links

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aea

Member

November 29, 2024

I turned off online payment, now I am able to edit and view the invoice and it was sent out to our customer.

Solved

JYoung17 on November 27, 2024

Automatically add payment link when Deal created

Is there any way to automatically add a payment link to every new deal that is created from a form submission? In order to completely automate my deal based workflow, i need to automatically reconcile payments to each deal when the payment is read more

Reply Discussion Payments Links

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RSchweighart

Top Contributor | Gold Partner

December 02, 2024

Hi @JYoung17 , here's what could be a possible solution, I think. I haven't fully tested it. First, I think you'll want to toggle on the setti...read more

Solved

WhitePhantom on November 27, 2024

Dummy invoice - was it sent to real client?

Hi, hope someone can help! I was playing around with the Commerce tool thinking it might be something I'd find useful for the future. I created a dummy subscription as a recurring payment, then created a dummy invoice associated with that subscripti read more

Reply Discussion Recurring Payments

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karstenkoehler

Hall of Famer | Partner

November 28, 2024

Hi @WhitePhantom , Like quotes, invoices in HubSpot are created so that they can then be accessed via a direct link or shared through an email...read more

Travellur on November 26, 2024

how to make an invoice with line items with tax and add one time discount to record deposit paid

I have an invoice with line items with taxes and I want to add a one time discount after subtotal to show that a deposit has been paid on this invoice, then send the invoice to the client so the balance can be paid. Pretty straight forward invoicing read more

Reply Discussion Taxes & Fees

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Travellur

Member

November 27, 2024

Thank you so much Diana! I've read the articles on invoicing, taxes, discounts and line items and asked the robot, but no help there. I hope some one ...read more