Great minds think alike

RaimundoEstela1 · ‎Jan 27, 2025

It would be great if Invoice Status could be changed manually. The invoice tool is great, but it's dependency on an online payment method makes the tool almost unusable. We'd love to move our operation from an outside invoice app to hubspot, but since most of our clients pay with checks (We're a B2B Business with a monthly subscription), we can't use it since all of our invoices count as "Open" We had to create a custom property and use it instead of the native one, but it's so weird that if not for that, the entire tool would be unusable. I can't believe it's been years and there's still now way to manually edit the Invoice Status.

BWuori · ‎Jan 24, 2025

Invoices currently display the full pricing that the customer must pay, however if a partial payment is made, the new invoice still reflects that same full pricing still which can be very confusing for the Customer. It seems to be a redflag and I am hesitant to even click pay now at this point as I am frustrated that it doesn't show that a payment has been made previously.

LAR2 · ‎Jan 24, 2025

Hi, It is a real big problem not being able to revert a payment of manualy put down as paid. We accidentally marked an invoice as paid so now reports are going to be wrong forever as we can't undo it. Why has this feature never been added? I can do this in my accounting software but not Hubspot.

YMcCarthy · ‎Jan 19, 2025

We have moved to HubSpot payment links for all our subscriptions. We have had multiple customers ask if they can login somewhere to see when their next payment date is, when their subscription ends etc. It would be super helpful if there was some type of login portal they could self serve on rather than a lot of inquiries direct to us.

ecola · ‎Jan 17, 2025

Hubspot payments: From payment settings, right now you can enable or disable default checkout settings, for example collect billing address, collect shipping address, etc. But when I go to create a quote with payments, I can tick or untick any of these settings again. I would like to lock these settings for the users of my organization. They can still choose to enable or disable payments in a quote, but if they enable payments they cannot choose whether to tick or untick the collect billing, shipping addresses, and save checkout info options. They will be all greyed out and set to whichever settings the admin selects on payment settings.

CBN · ‎Jan 16, 2025

We try to use HubSpot Commerce, but run into walls for many areas. This is one of them. We need an event for 'Abandoned Car' to trigger a workflow when the user does not fill out the credit card details and submit the payment. It should work like Stripe's Abandonded Cart event. This is triggered on non-finalized checkouts after 24 hours. You can subscribe to the event and then trigger the workflow you need. When a Payment Link is created in HubSpot, then it must be possible to state if an Abandonded Cart event must be created. Then I can subscribe one or more workflows on the event.

JWon · ‎Jan 14, 2025

Hi so a feature request is to de-select sending a payment receipt. I think they send a receipt after every transaction through a payment link, or they send a receipt every month if they're on a subscription. I wouldn't want to do that. Especially in high ticket sales, you want client to focus on onboarding and getting started. Sending the receipt after a consultation or sending a receipt after every month of being on subscription increases probability of refunds. It's a subtle thing. Sales is about closing deals too, just saying that having option to de-select sending receipt would be good to have. You can de-select sending emails for invoices though if you manually log a payment

KatyaManges · ‎Jan 10, 2025

We often need discount codes to only apply for a certain period of time. It would be great if the Discount Code functionality had a "Set inactive after" field or, even better, allowed you to apply both Start and End dates to the discount.

PGarcesLamber · ‎Jan 10, 2025

I cant get to understand why we can´t create a quote's invoice if this is paid trough stripe / hubspot's payment platform, pls comment if someone hs this problems.

BEastom8 · ‎Jan 9, 2025

There is a problem with the way fees are charged. Deposit should be the full amount and then a fee charged afterwards. Here is why: We create Hubspot Deals with an amount. The Hubspot invoice and payment is created from the Deal Amount. The Remaining Balance is calculated from the Deal Amount minus the Payments. The customer pays this amount using Hubspot Payments. BUT then the amount that actually hits our account is lessened by the fee, so the payment shows as less than the balance due. Quickbooks is aware of this issue and so if I use their payments, they deposit the entire payment, THEN charge the fee as a separate charge. This does exactly the right thing. Balance is paid, then we have an expense. Right now we have to create a fix in Hubspot to subtract the fee from the amount owed, AND then in Quickbooks add a journal entry to correct for it to correct the remaining balance for every single deal that runs through Hubspot Payments. It is to the point that we would rather take a QBO payment than a Hubspot payment because it causes several extra steps if I use HubSpot payments.

Great minds think alike

Manually change quote status

Updating Price amount due for partial payments

Delete or revert paid invoices

Feature for customers on HubSpot payment links to be able to login and view subscription info

lock checkout settings for all users when creating quotes

Commerce, Payment Links: Abandoned cart event

De-Selecting Payment Receipt

Add an Expiration Date to Discount Codes

creating invoices after quote is paid

Hubspot Payment Fees are causing remaining balances to never be 0 in Hubspot AND Quickbooks

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