I need to create a fee product that calculates based on the subtotal of a sub-set of products in a quote. Each product has a type. In this specific case, I need to add a fee that is 20% of the subtotal of food and beverage items in the quote. Is thi read more

Is there any reason why I should create a unique payment link per customer? Outside of the one-off unique pricing, generally speaking, all customers pay the same price. Is there something I'm not thinking of? Should I send a unique payment link (eve read more

This is a question about Canadian tax rates and Hubspot invoices. In Canada, many provinces charge two separate taxes. For example, a 5% GST and a 7% PST This amounts to 12% However, Hubspot seems to only allow one tax rate per line read more

Is it possible to set up a default tax rate for a specific customer or company? For example, in Canada, resellers who buy physical goods at wholesale price get charged a different tax than customers who buy a product at retail. This is not a read more

I have created a system to autogenerate a quote. I create a deal, add line items, move the deal stage and via API i post a draft quote, get line items, post line items, patch line item detail, patch quote to publish. In my line items i am defining read more

For many former business majors including myself, the term “cash flow” brings us back to Accounting 101. Most of us figured we’d rarely hear the term again—but as it turns out, cash flow is an essential part of small business (really any size read more