Las grandes mentes piensan igual

aaron-leadhub · ‎mar 28, 2023

Hey Team, In considering moving our payment processing away from QBO and into HubSpot there is one major impediment standing in the way. Since the payment gateway is one HubSpot account with Stripe the tenant (or HubSpot client) doesn't have access to that gateway. It is common that credit card limits are hit at the time of attempted processing and payments may be declined. The current setup requires the customer to go back and manually process their card again. This extra step makes it difficult for the HubSpot client to be in control of their payments. There should be a workaround or automated re-try to process the card on the next day. How does the HubSpot client hold the customer to an agreement if they are unable to reprocess a card? For example, a customer signs up for a monthly payment for 5 months where they get full access to a product/service library. Even if the customer signs a 5-month contract they can avoid payment for services if their payment method fails one time.

LuciaOliverio · ‎sep 25, 2024

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.

AmeyC · ‎abr 18, 2024

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.

melrho · ‎feb 23, 2024

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.

SLalonde · ‎ene 29, 2024

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!

Scoobs · ‎jun 18, 2024

(1) It would enhance the user experience if we could include a picture representing the product or service on the payment link page. This visual cue is crucial as it's the final page users see before making a purchase. (2) Currently, I've noticed that I can't customize the hover color of the payment link. Ideally, the hover behavior should match that of our landing page for consistency.

gilian · ‎oct 27, 2023

Hello! It'd be great to style the payment links so that it looks like our brand. The fonts and colors aren't adjustable. I'd love to be able to include my company's brand elements so the user stays immersed in our brand during the checkout process.

AHayhurst · ‎may 11, 2023

For sales/marketing teams. Goal is to make discounts fun for customers. As working for a company that uses a subscription model and one-time payments, it would be awesome to have discount codes that can be applied to recurring payments (i.e. 20% off applies to each recurring payment). Currently, when you add a 20% off discount code to a recurring payment, it just takes 20% off of the first payment. Right now, there is an option to create a payment link and apply a unit discount - but that has to be done internally, and isn't as fun (or effective) for the customer as them putting in a code and watching the amount go down.

KaeferLive · ‎nov 18, 2024

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.

VMABIRE · ‎jul 7, 2024

Bonjour la Communauté Hubspot, Je m'appelle Vincent MABIRE, fondateur de Norexpans', un cabinet de conseil en Business Development, basé à Paris (et donc prescripteur de solutions CRM...) J'ai récemment regroupé toute la gestion de mon business dans Hubspost, incluant les outils de devis, de signatures, de factures et de solutions de paiement. A présent, pour les nouveaux clients, je suis sur le point de parvenir à envoyer systématiquement tous mes devis pour signature directement via l'outil Hubspot. Cependant, concernant mes clients actuels, je voudrais continuer de leur envoyer mes factures mensuelles, mais à présent directement depuis Hubspot aussi, pour me simplifier ma vie et la leur aussi. Actuellement ils payent mensuellement nos services par virement bancaires. Donc, j'aimerais leur proposer de continuer de payer via virement bancaire, maintenant, directement depuis la facture mensuelle (envoyée depuis Hubspot). Mon besoin (exprimé par mes clients réguliers): - recevoir une facture mensuelle facile à archiver - Pouvoir payer directement par virement depuis la facture (en 1 clic). A ce jour, Hubspot, au travers de ses nouvelles options, propose seulement : la carte de crédit et le prélèvement bancaire, grâce à l'API avec Stripe notamment. Ma suggestion est : 1) Intégrer la solution de virement bancaire directlement depuis la facture. (et pourquoi pas le réglement d'accompte par virement directement depuis les devis) 2) Proposer à nos clients l'envoi de facture mensuelle (sur laquelle nous n'ayons que le contenu et le montenant à vérifier, depuis une trame à remplir la première via la liste de produits à intégrer) 3) Proposer à nos clients une solution de paiement par virement bancaire mensuel lorsque le montant est toujours le même (pour les prestations par abonnement par exemple.) Parvenir à proposer l'automatisation pour les suggestions 2 et 3 serait le Nec Plus Ultra pour nous tous : Utilisateurs Hubspot et clients finaux. Je sais que je ne suis pas le seul utilisateur Hubspot à proposer d'être payé par virement à mes clients. La plupart d'entre nous utilisons à présent cette solution (notamment en BtoB). Donc je suis convaincu que cette proposition attirera l'intérêt de la Communauté Hubspot et l'équipe de Développement Hubspot (marketing, outil) ! Membres de la communauté Hubspot, vous vous reconaissez dans ce que je viens de présenter, Merci donc de soutenir ma demande. L'équipe Hubspot: s'il vous plait, merci de la valider pour l'intégrer !

Las grandes mentes piensan igual

Need the ability to re-run a credit card

Change Payment Status

Custom Invoice Numbers

Allow non-Super Admins to receive payment notifications

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

Creating more customized payment link pages

Style payment link pages

Discount Codes for Recurring Payments

Zugferd - electronic Invoice (XML)

Intégrer le virement bancaire comme solution de paiement sur Hubspot

Entregado Recientemente

Recientemente en Beta