Great minds think alike

HubSpot currently restricts editing of invoices generated from subscriptions, which poses a significant challenge for businesses needing flexibility in managing recurring billing. This limitation forces teams to cancel and recreate subscriptions just to correct minor errors or accommodate client-requested changes, leading to inefficiencies and a poor customer experience. Here’s few reasons why it's important to Enables quick corrections without disrupting subscription workflows Reduces manual effort and prevents billing delays Enhances customer satisfaction with responsive billing adjustments ...read more

Currently, once an invoice is marked as “Paid,” there’s no way to change its status—even if the payment was added manually or the invoice was issued in error. It would be helpful to have more flexibility in managing invoice statuses in HubSpot, especially when corrections are needed.   Correct invoice statuses when necessary (e.g., changing “Paid” to “Voided” or “Draft”) Use admin permissions or approvals to make such changes securely ...read more

At this time, carts and orders are only available when you have an ecommerce integration like Netsuite or Shopify, although the API appears to be generally available.   Would it be possible to make orders available in the HubSpot portal (and make it possible to associate them to other objects/records) as well? This would be such a great feature for all HubSpot customers with an ERP/ecommerce integration. ...read more

I would like the ability to customise the HubL behind an invoice template in the same way as we can already customise a Quote template.   Customers in our region are required to have a payment slip at the bottom of the invoice, which includes a QR code. Whilst this might be something only limited to a small number of users, this would be something that we can easily add ourselves if we had full access to the HTML code as in the case of Quotes. ...read more

There needs to be an option for credit card payment fees to be passed onto the customer.  We would like to offer credit card payments as a option but want to be able to notify the customer that if they use a cc then there is a fee attached.  And the fee needs to be automated as part of the payment.   ...read more

HubSpot's system is not able to change a Paid status invoice back to Open status invoice. There are times when you click things too quickly or maybe the check bounced and it needs to get re-opened. I can't believe HubSpot would not adjust common errors like this. If you are worried about invoices being arbitrarily changed, maybe enter a password to accept the change like some programs offer. ...read more

We have several clients who are on monthly auto ACH subscriptions through our HubSpot payment links.  The problem is a lot of our clients want an invoice sent to them in advance.  I need subscriptions to come with the capability of auto creating an invoice as many days in advance as I choose per subscription.  For example if a client's auto ACH is going to transact on the 1st of the month, they need an open invoice sent to them 2 weeks in advance.  Then... after the auto ACH initiates on the 1st, it ties the payment to that same open invoice auto marking it as paid.  Additionally I need this to work with regular subscriptions that don't have an auto ACH because some of our clients just want the invoice sent and they mail us a check.  The issue is, when I send them the invoice on the due date I have to wait up to 3 weeks to receive a check.  I need the Subscription to send a reminder of the invoice in advance but not just a reminder.  I need it to send an open invoice with a future due date.  Currently the only way to do this is set the Invoice up as Net 15 or Net 30.  The problem now is when you set the invoice date it'll automatically assume the service dates which end up being incorrect.   ...read more

When forms are submitted, because the payments section and form itself are on separate pages, my client is able to submit a form without completing the payment section. The form then reaches its designated inbox, without payment being made, and shows "Open" in yellow under the payments section. If a form has a payment, it should not be able to be bypassed without the payment being submitted. If a payment is not received the form should never even reach the inbox. Please edit this so that a form with payments can NOT be submitted without the payment portion being completed. ...read more

In Germany, there is a need to send invoices in an electronic / digital format as an XML File from 1st of January , 2025. This means not only sending a PDF but a special coded / formatted XML file which contains all information of the invoice to process this automatically.   The name is Zugferd, and it stands for a German acronym. The German law is based on an EU-directive (in France there is a similar law/system).   Although there is a transition period next year for smaller companies, bigger companies have to fulfill the new law.   HubSpot should support sending invoices as XML too. ...read more