Allowing for the ability to delay when a payment is initiated on a signed quote would be a big benefit. My partner and I are trying to use HS payments instead of signing and then setting up in Bill.com.
However, to get customers we sometimes need to delay kickoff and the payments will always immediately trigger a pull from the bank which isn't always ideal for our customers.
This is also less than ideal when we want initial payment to cover implementation but don't want the subscription to begin until a future date. The way it works right now, it appears the customer is charged for both upon checkout regardless of when the subscription start date is on the quote. Looking forward to improved functionality of payments function within Hubspot. Thanks!
I too believe this is a must have enhancement! We would utilize this for a couple of different things. One is that we sometimes want to offer a free trial of 14 days or so before they are billed, and under the current system, there is no way to do that. We want to capture their payment information, so that we feel that we have a commitment to continue, but don't want it to actually bill until the trial days are completed, giving them the opportunity to cancel prior to first payment if they so choose.
Additionally, many clients have a day that they know they want to have the payments withdrawn, or charged during the month. For example, they always get paid on the 1st and the 15th, so want to be billed on the 1st. If we do not have the flexibility to charge the first, set up, payment when they initially process it, but then to allow for a delay so that we can bill on their required date for the ongoing payments, it makes it very difficult.
I also agree that this would be a huge benefit to the Hubspot payment system. I have verified that the customer does get billed right away regardless of when the start date states in the quote. This would be massively beneficial for us, so we do not have to remind ourselves to set up automatic payments when the day finally comes around. (I.e. When we have someone go through onboarding on the 1st but can not make inital payment until the 21st. Right now we have to hold onto payment details until the 21st which is just not scalable.)
We upgraded to Hubspot Starter specifically for payment integration and found this is an extremely poor user experience for our company. It seems there is no work around now that our client submitted the first payment. We can neither cancel the agreement (which is for a year term) nor can we edit it.
To add to this, you can now set a future start date for subscriptions, but only if you also collect a one-time fee up front. This is unnecessarily restrictive/cumbersome. We need to be able to delay a subscription start without also charging a one-time fee up front.
We also want to offer a 14-day trial before a new member is billed (like RKnott mentioned) so it doens't make sense to charge a fee when they start their trial (as tsprunk posted).
Workarounds are not ideal: 1) Manually track trials, then manually send an email with Payment Link on day 14 of their trial. Not scalable. 2) Upgrade from HS Starter to HS Professional (which we look forward to when it fits in the budget) to leverage Workflows and Webhooks. However, it's a catch-22 as we need to increase revenue so we can make this upgrade.
Would be great if HS's Delayed Payment made the change to not require the initial charge. This would would be ideal to offer our free trials Seem like this was the original goal as mentioned here @ 1:42.
We are currently working on the payment options, also because we want to connect Stripe or similar and an accounting system in the future.
Now there is the possibility to influence the payment in the articles (one-time, yearly, ....). I can also set a delay so that a payment is not made until date DD.MM.YYYY or after X days/weeks/months. What I'm missing is an option where I can say that this payment will not be made until the deal is handed over or "closed".
Very often I need an option where I can set up a billing that is triggered only after the service has been provided, e.g. for our services such as training. Our services don't always have a fixed end date, sometimes we bill by delivery or milestones.
For example, a deal runs through our deal pipeline as "in progress" until the colleagues have completed all the work on the deal, and only then is the deal closed.
The Payment Schedule Feature currently in Beta could be improved with a few simple changes. The Invoice creation based on the Payment Schedule could be improved vastly.
I setup a Quote with a Payment Schedule and have a few issues.
Neither Invoice created once a payment is made is owned by the Quote owner by default. There is no owner for the invoices created but it should be the same as Quote Owner by Default because that is technically who created the Invoices.
The first invoice paid within the Quote has a Paid status but the subsequent invoices are in Draft mode with no owner and no balance due. The only way to do this is to setup Tasks via Workflow in order to manually edit all the Invoices.
When the Owner is assigned to the invoice, the balance due shows up and then you have to Edit the invoice to Finalize it. It's odd that there is no balance due until there is an owner.
Very tedious and although I'm glad the feature for Payment Schedules is there, the work is takes to Finalize Invoices is so tedious is makes the feature much less valuable.
I agree this feature is a must have. We want to incorporate payments within meeting bookings specifically for no-show consultations. But only want to charge the payment method if the person in fact, no showed. Having to charge and refund the amount seems like a cumberson workaround.
Effort here is to make sure both sides value the time allocated to the meeting, espcially when its with the actual professional servicing your account (we are an accounting firm). Its comparable to a no show fee for a fitness studio.
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