HubSpot Ideas


Allow turning off online payments in invoices by default

I would like to turn off online payments by default in my invoices because they are paid by bank transfers, so no link is needed in the invoices and it just leads to confusion for my customers.

I can turn this off manually in the invoice before sending it, but the default setting to do this is forcing me to choose a payment method.

See the attached images for the default setting that could be used, but won't save unless a payment method is selected, and for the images showing the option being turned off manually in each invoice, each time I want to send one.

This is inconsistent and inefficient. It already takes way too many steps to send an invoice as it is and I want to streamline the process.