We issues invoices from Hubspot with the option for clients to pay via our Stripe integration or through bank transfer. However when our clients choose to pay through the latter, we are not able to mark the invoice as paid manually.
Being able to do so would be enormously helpful so we can confirm which invoices are paid and when, and still allow for this flexibility.
+1 for this. Without this the quote functaionality is useless.
If people pay through bank transferee for example, we cant mark as paid. Idealy it would be updatabe through the API as well so a webhook from quickbookx/xero when the payment is recieved, can mark this as paid to keep in sync.
+100!! This quotes functionality is useless if we cannot manually change the status, and a bummer. Is it possible that a quote or deal-based workflow can automate marking a quote as paid (ie Deal moved to closed won --> update quote to 'paid' ??)
This is critical. The quoting tool, and even sales reporting, is almost useless without the ability to move a quote from pending to paid. Only a small fraction of our customers use CCs - most large customers pay via check or wire.
Additionally, the ability to run a quote report is critical as well - I think the Quote View is the only one that can't be exported or run a report.
We've run into problems a few times where the customer can't e-sign. Either because their system blocks access to the HubSpot link or the verification email gets lost in Junk and by the time they've found it the email has expired, customer then gets frustrated and says "Can't I just manually sign this and send it back to you".
We'd like the ability to be able to mark a Quote as complete when we get a manual signature, we can upload the signed doc into HubSpot against the Deal record.
I have only just started really using quotes because of this restriction. The advantages of the Quote system are huge but not being able to manually (or via automation) change the status is starting to really grind my gears.
100% agree with this! We just have to this to continue using HubSpot payments/quotes and keeping books aligned with our clients who may pay an alternative way.
This is a must have for us as well. We operate primarily on a Buy Now, Pay Later model and it seems that it is really hard to get this details into Hubspot. An option to allow us to change the quote statuses would be a must have for any business who use payment methods that are not supported by Hubspot.
Wow! How is this considered a sales hub if there is no invoice mechanism to mark "paid" - Terrified to dive deep into the Hubspot system seeing this idea is still not considered / resolved / read by any official team members from Hubspot!
Similar to other users here, we have a client that generates an invoice using the quote feature for their customers. The only reason they generate that invoice is because some customers prefer to pay via check instead of through credit card / Stripe. If we can't manually mark the quote/invoice as paid, they'll technically languish in their system unless the invoice is paid with a credit card / Stripe.
Has there been any HS response to this on other threads? There seems to be multiple threads for the same request, so the upvotes are not combined - this is particular feature makes HS unusable for sales operations. We are considering options for our renewal and I would just like to know if it's being considered, worked on, or if it's not on the radar. Thanks
There are a few more cost effective systems out there which I have started to look into that has this simple feature.
It is a button on the agreement/quote (Mark as Signed)
I would recommend adding something similar or on the quotes page > under Actions and extra option > Manually Sign with potentially an option to uploaded the physical signed document.
Can we get an answer on this and a potential development timeline for something similar otherwise we will be forced to change systems.
