As explained in my community question there's no way to add items with a price/amount less than zero.
A common use case for our BDRs is to give customers a one-time discount to i.e. offset provider change fees. For that we'd simply add a product to the deal with a negative price.
This way we could also pull that item through the API.
Discounts added in quotes are a no-go as they're not reflected in the deal amount or anywhere else and can't be accessed through an API. Descibed here and here.
Please consider adding the possibility to add negative priced items to a deal.
We have clients who will increase their subscription commitment during the contract period and we need a way to credit the amoutn they have already paid
Deposits for a future purchase must show up on the final invoice as a negative number. This is absoultly a critical feature to any business that accepts deposits and partial payments.
IN Quickbooks Online, this is how a Deposit for future services is handled and Hubsot cant deal with it.
A deposit is a company liability, you took money and the company owes the customer something in return. So in the chart of account create a new account, type is liability and title it customer deposits. Then create a service type item that links to the customer deposit account and use it on a sales receipt to record getting the deposit.
When you invoice for the job, as the last line select the customer deposit item set the qty to a negative one, (-1) and enter the amount of the deposit.
Yes the deposit is income when the invoice is prepared. On the P&L income is reduced by expenses.
We need this too. We are migrating from Salesforce and have to find a way to manage this lack of functionality in Hubspot before we can migrate all our data over. The workaround is going to create a huge amount of work. Wish we'd known about it before
+1 on this one. We have government rebates that we need to show on proposals / quotes, which are negative value lines. Becuase of the way they get integrated, using a price of $0 and a discount does not achieve this.
We at DepositFix are in the process of implementing this, for those who still needs this solution I'd love to see if what we had is something that would solve your issue.
