クリエイティブな才能を開花させよう

One feature that would benefit my process, is the ability to not just sync to the client in QBO but to sync to a project under the client.  ...その他を表示

I would like to turn off online payments by default in my invoices because they are paid by bank transfers, so no link is needed in the invoices and it just leads to confusion for my customers. I can turn this off manually in the invoice before sending it, but the default setting to do this is forcing me to choose a payment method. See the attached images for the default setting that could be used, but won't save unless a payment method is selected, and for the images showing the option being turned off manually in each invoice, each time I want to send one. This is inconsistent and inefficient. It already takes way too many steps to send an invoice as it is and I want to streamline the process. ...その他を表示

There is currently no way to set the default payment method when recording a payment   I suggest that this be changed and added to the default settings for Invoices. The selected default in our case would be "Bank transfer", but the hard-coded default is set to "Check". Invoicing is currently clunky, inefficient, and requires too much time. My goal is to make it as streamlined and efficient as possible by setting up the defaults that are required in my business.   It sounds like a little thing, so why bother? This is just one example of how more thought needs to be put into providing defaults, instead of assuming a hard-coded choice will be good for everyone. We spend far too much time generating invoices. The HubSpot CRM was supposed to save us time, but at the moment, it's quite the opposite. ...その他を表示

Hi,   i would Like to suggest, that Giropay/Bank Transfer could be added to the payment methods in the offer/invoice process.   Actually online Credit Card and SEPA could be Chosen although giropay/Bank Transfer has been activated in the stripe Account.   kind regards, Stefan     ...その他を表示

I am interested in setting up subscriptions without the requirement of generating payment links. Some of our customers prefer to pay via bank transfer, which is not compatible with the current system. I aim to streamline subscription management by consolidating all subscriptions within a single, unified system. ...その他を表示

Hey, our products range from 29 to 200k euro/dollar. we implemented the whole deals and quoting worfklow. Now we get stuck as we cant create an invoice out of the quote for wire/bank transfer (the common method in europe) above 10k.    Would it be possible to raise the limit? otherwise we would need to create a very important part of the crm (invoicing) manually out of the system which lowers a lot the advantage of using hubspot/a crm ...その他を表示

Hi,   i would like to suggest, to get the possibility of standvalues (text for description and also the percent of tax) in offers and invoices, which can be choosen while creating an offer or invoice.   Actually it has to be filled out manually, right?   Kind regards, Stefan ...その他を表示

Hi,   i would like to suggest, that the colour of the pay-button on every invoice could be customized to the own branding colour instead of the standard-blue.   Kind regards, Stefan ...その他を表示

when using hubspot payments and/or Stripe integration, a thank you email is automatically sent to the customer and if marketing contacts are included in our Hubspot plan, then the customer is marked as a marketing contact unless we have the Professional or Enterprise plan to use automations/workflows to reinstate the contact as non-marketing again.    TL,DR: Dont make customers who pay using hubspot payments/stripe integration, marketing contacts automatically. Make the sending of thank you email optional. ...その他を表示