Las grandes mentes piensan igual

A client of ours is in need of freezing her payments with us for a period of time. So instead of cancelling out the subscription, it would be nice if there was a freeze option where the money will not draft out of her account for a certain amount of time and we could un-freeze it when she is ready to start making payments again.  ... Mostrar más

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.   ... Mostrar más

As stated on the knowledge base, only super admins are allowed to receive notifications for when a payment is initiated or fails, when a payment is received, and when a payout is created or fails.  It would be nice to have more granular control of this for non Super Admin users.  ... Mostrar más

It would be very useful to cancel a recurring billing cycle using a workflow. ... Mostrar más

We use custom project numbering for all Deals when they become projects (meaning we have a signed quote and are moving forward with the project). The project numbers become a part of the Deal Title and the Ticket Title (where our engineers manage their work). However, we need to also be able to use the project number with our invoices, but there is no way to use the current settings to create the correct invoice number from our standpoint. For instance, the project title "240101 Smith 123 Main St NY NY" is used in our cloud archives, our Deal Title and the Ticket Title (as well as any documentation that we generate for the project). We would like the invoice to also have the number 240101. If we have multiple invoices for the same project, then the numbers would be 240101-1, 240101-2. Multiple invoices are finalized at different times based on the completion of deliverables, so the current sequential numbering system doesn't work for us, as we can begin other projects before finalizing the next invoice for 240101 (using our example number). Being able to simply enter an invoice number at the time of finalizing an invoice would solve the problem for us. ... Mostrar más

I love that HubSpot has the option to process payments but the styling limitations make it unusable for my team. It would be great to have the ability to customize the payment and favicon, or at least have them default to the branding of the URL the quote/payment live on.    Quote pages do have the option to change the logo, but the favicon defaults to the account level rather than what is set at the business unit or domain level. The logo on the payment page is locked as the logo set for the HubSpot account, and the favicon on payment pages is HubSpot's logo.  ... Mostrar más

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! ... Mostrar más

My company accounting department needs to  generate invoices from two different companies based on location. This changes billing data and tax ID which I can manage to set from invoices presets. However, my logo is always the main logo of my brand. I would like to request for the preset to give me the option to choose amongst my brand kit logos which one I want for each preset. ... Mostrar más

I recently found out that when syncing data, particularly invoices, payments, or subscriptions from Stripe, they do not get recorded as such in HubSpot.   It gets recorded and tied to the contact but I can't track how much revenue we've made within HubSpot because it's only recorded as a paid invoice rather than a payment or subscription.    I would also think that an open invoice would be converted or auto populate a deal that is tied to the contact or company.    Does anybody have suggestions for a work around or encouragement on using HubSpot solely for all payment processing? I'd still like all historical payment data to show up in HubSpot so i don't have to reference Stripe to see how much in revenue we've actually done. ... Mostrar más