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Status: Idea Submitted
k1m
Submitted by on ‎Apr 22, 2024 8:12 PM

Associate Tickets with Invoices

We need to be able to associate Tickets with Invoices.

Currently, once an invoice is synced from XERO to a Contact, using the HubSpot | Xero app, we can assoicate our Invoices in the Invoice Object with Companies, Deals and Contacts. But we cannot associate Invoices with Tickets.

 

In addition to this, when we signed up with HubSpot the Sales team said it would be easy to manage our servicing using HubSpot Tickets for our Customer Service Team. Without Invoices and Line Items this is not even vaguely doable.

This Community Post asks for Line Items and Ticket association: https://community.hubspot.com/t5/HubSpot-Ideas/Associate-Line-Items-to-Tickets/idc-p/964908#M177436

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2 Replies
Shiran
Participant | Diamond Partner
Participant | Diamond Partner
‎Apr 29, 2024 3:17 AM

Agreed, there are many instances when invoices need to be associated on a ticket level. Especially HubSpot invoices, some businesses use tickets to run processing of stock or delivery of services and being able to see and work on invoices from the ticket is vital. 

SDiscepolo
Participant
‎Aug 16, 2024 8:49 AM

This is vital for our organization.  If we could invoice from a ticket, it would allow us to track service orders against the tickets.  As it stands, we have to have Sales create a quote in a deal pipeline but this revenue is not sales revenue, it's service revenue and would be separate from our commission structure to the sales rep.  By having to use a SALES DEAL for a SERVICE ORDER, we are conflating two departments.  Additionally, this is a HUGE bottleneck as Sales personnel have Sales Seats on HubSpot, but Service Reps do not and the only users that can generate Quotes are people with a Sales Seat (this is per the HubSpot restrictions).  So, since a Service Rep cannot just INVOICE (or create an Order) from a Service Ticket, they have to get a person with a Sales Seat to generate a quote in a deal pipeline for the Service Ticket.  A Service Rep then has to link the ticket to the deal that has the quote and when a customer opts to proceed with the Sales Quote, the Service Rep again has to get someone in sales to push it through the sales pipeline for processing.  Its honestly ridiculous that line items and invoices arent able to be associated with Tickets as many companies need to keep Sales and Service revenue and processes separate from one another departmentally.