HubSpot Ideas


Payment Schedules for recurring Line Items (Sales Quotes)

I am working on implementing HubSpot for my client. I was looking at using the Payment Schedule feature on Quotes, but it seems you cannot use that at present if you have recurring Line Items on your Quote.

Is this going to change in future? It would be very helpful to also see the monthly payment plan for a customer who is purchasing both one-off and monthly services.

2 Replies
HubSpot Employee

This feature would be so helpful to have access to!