HubSpot Ideas

SLalonde

Why can't I finalize an invoice that has a $0 total?

It happens that we often sell a service as a promotion to attract new customers and give a 100% discount on it, ex: a free consultation.

I want to be able to invoice it to record the work done and have it record as a $0.00 item.

However HubSpot won't let me finalize an invoice if the total is $0.00.

Why not?

This seems like a very silly limitation.

Even a negative total invoice is possible if there's a refund which should be added (e.g. subtracted) to the revenue totals.

If the value is <= $0.00, the payment link could simply be removed from the invoice to avoid problems with the payment processor. Refunds would be handled outside of HubSpot.

 

Another use for this is for testing invoices by since you can add a product item and give a 100% discount and it won't affect revenue reports. Otherwise, you have to create a dummy test deal and filter it out from reports. Of course, a sandbox option in HubSpot would be much better, but this would be an acceptable woraround for most people.

 

Please fix this!

5 Replies
JessieS
HubSpot Moderator

+1 for a customer wanting to apply a 100% discount, since this KB indicates it's not currently possible: https://knowledge.hubspot.com/payments/understand-payment-discounts#:~:text=Please%20note%3A%20It%20....

Edouardbrunetot
Top Contributor | Platinum Partner

Yes help please 

Jeroen18
Participant

We need to be able to send €0 invoices and we need to be able to send invoices with a negative amount (credit invoices). This is so normal in B2B that I really can't get my head around it that somebody thought it was a good idea to implement this kind of a constraint in the invoice editor.

 

Please remove this constraint. Can't be much work. Would be great impact. 

JBergeron8
Member

Yes please i want that too thank you 

DWeigelt
Member

Could the form caluclate the invoice amount before system moved to the payment screen?

 

So we charge $199 for a seminar.

If you bring a new business guest we do not charge for the seminar for either of you.

If the new business is not in Hubspot as a former attendee then the balance is zero

The process is completed

If the balance is > $0.01 THEN it moves to the payment process.

 

Seems simple enough to consider what is now a single process to two processes a)Registration and b)Payment