HubSpot Ideas

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Access payment schedule from a quote via api

Would be really helpful if the payment schedule was referenceable either within the CRM itself or the API. By accessing the payment schedule from a quote, it unlocks the ability to create reminders, generate invoices, and track pipelines more effectively

2 Replies
MiguelCosta
Participant | Platinum Partner

Any news about this? 

DRebellon
Contributor | Elite Partner

This would be great.

 

We need to automate the creation of quotes with a deposit payment link, but haven't been able to override the payment module.

 

Best way would be to create a payment_schedule split between the deposit amount and the remaining balance, but this isn't possible via API at the moment.