Ability to send recurring invoices to multiple email recipients
We love how HubSpot will auto create Recurring Invoices by way of "Subscriptions" and then send them right over to Quickbooks. The problem is, a lot of our clients want those invoices emailed to more than one person. Currently HubSpot only allows us to put one email recipient in for the automatic emailing of the recurring invoices. This means every month I have to set a reminder to go into Quickbooks and manually email those invoices out to the other recipients at each client. As we grow this is going to become a bigger and bigger task. Please create the functionality to have more than 1 contact as a recipient for recurring invoice emails.
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This is a major issue for us as well! Many of our clients would like multiple people to receive these recurring invoices. Please fix this HubSpot team!
This is an issue for us as well. A lot of our customers require the Invoices to go to an Individual and also the finance/accounts email (Accounts@). The more we use this, the more it will become a problem if we aren't able to send to multiple emails.
Invoice syncing is a hot mess as far as I can tell and in the past, it's been fairly easy to get support to attend to an issue, but with this it seems to just not be a priority for HubSpot. I feel like HubSpot is trying to win the invoicing and payment processing business, and I thought they bought PieSync to help with this as well.
I've found that NEW customers and NEW invoices are handled fairly well. But if HubSpot is trying to onboard larger and more established companies, then that's just not good enough.
As stated above, I've found that the multiple email thing is really a big source of the bugginess of this.
I can give an example...
I created an invoice in HubSpot for a client who has an email, let's say contact@company.com. Now, in Quickbooks, I already have that customer, but they have multiple emails, let's say contact@company.com and ap@company.com. HubSpot confuses this and instead creates a NEW company. Okay, so I figure I can go in and merge the new company into the old company.
Mind you, this UX is AWFUL on the Quickbooks side, but it does usually work. There is no true "merge" function, you just name them the same and it merges. Very goofy IMHO.
Anyways, this brings over the invoice that has been sent from HubSpot into Quickbooks via the merge.
Then I thought I was good to go. But alas, not so fast.
HubSpot somehow doesn't realize that I merged the two and the invoice exists, so HubSpot actually goes in and re-creates the customer and adds a new invoice again.
I have to believe that somewhere in the back-end of this system they are identifying the Quickbooks Customer ID. It seems like it would be simple to allow users to manually set that value as an override for any failed syncs. That way, we don't have to rely on this fuzzy logic matching that seems to fail frequently and as they continue to make the integration better, we can stay on the platform. Otherwise, we keep having to abandon the adoption in favor of some other system.
The idea is great, to allow salespeople to do their own invoices from quotes without having to use Quickbooks, yet still have them show up in Quickbooks.
But HubSpot needs to find a way to let the users help them with this. I think having a manual override would make the system at least usable while they work on improving it...
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