Gute Ideen sollten geteilt werden

Enhance the invoicing process by automating VAT integration and enabling draft invoice creation. With this feature, invoices are generated automatically but remain in draft status, allowing the company to review and verify them before final confirmation and delivery to the customer.   This solution ensures greater control, minimizes errors, and improves the efficiency of financial workflows. ... Mehr anzeigen

It would be useful for when a payment link is sent it can only accept business emails similar to the forms tick box which excludes free mail domains.  We are a B2B company and having gmails/ other free emails creates a messy CRM etc.  ... Mehr anzeigen

Hi HubSpot team,   We want to use HubSpot Invoices to issue invoices to our B2B clients, most of whom are located in EU. However, we’ve noticed there’s no built-in field for the client’s VAT number (or Tax ID) in the invoice layout. This is a critical requirement for legally valid B2B invoices in most European countries.   Why this matters: VAT number is required on invoices for intra-EU B2B transactions in order to apply reverse charge rules or justify 0% VAT. It’s also needed for domestic B2B transactions to meet local tax authority requirements. Without this field, we’re forced to manually insert VAT IDs into the "Comments" or make weird custom "CLIENT VAT ID" field which is far from client's information on the invoice, which is inefficient and error-prone as it has to be manually input. This makes HubSpot Invoices non-compliant for basic accounting use across much of Europe. Suggested solution: Add a built-in Client VAT Number / Tax ID field in the Company object that auto-populates into Invoices. Same as address. Allow it to be displayed on the final PDF just like the billing address or company name. HubSpot is a great CRM and I find it super weird that this basic and essential complicance requirement is not in place.   Thanks in advance, Sergey ... Mehr anzeigen

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 ... Mehr anzeigen

It would be VERY useful to allow us to add offline payment methods on quotes that include a payment schedule. We are not based in the USA, so we can not use "Hubspot Payments", and "Stripe" does not accept Bnk Transfers in our country. This means that we can not create invoices for deposit payments and post service delivery payments via HubSpot unless the client is happy to pay via Credit Card and Stripe....which is not common for our customers (invoices can be $10,000+) or in our country of origin.  ... Mehr anzeigen

Is there currently a way to download all or bulk client invoices from Commerce? I’ve been looking around but haven’t found the option. If this feature isn’t available yet, I’d love to suggest it as a helpful tool to add in the future. It would definitely make invoice management smoother for us!   ... Mehr anzeigen

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.   ... Mehr anzeigen

We’d love to be able to preload a discount code into a HubSpot payment link using a URL parameter — for example: https://app.hubspot.com/payments/xyz?discount=LANZAMIENTO This would allow users to land directly on a checkout page with the discount already applied, reducing friction and avoiding confusion. Right now, users must manually enter the code, even if the price shown across our website already includes the discount. This feature is supported in tools like Stripe Checkout and would be especially helpful when: • Sharing public pricing with limited-time offers • Running campaigns or promotions • Linking from emails, ads, or landing pages Thanks for considering this improvement to the HubSpot Payments experience! PD. HubSpot already supports a similar experience with forms — fields can be auto-populated via query strings in the URL. Here’s the official documentation for that: https://knowledge.hubspot.com/forms/can-i-auto-populate-form-fields-through-a-query-string ... Mehr anzeigen

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 ... Mehr anzeigen