Great minds think alike

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. ...read more

We are Sales Enterprise and Service Professional users, and we need the following functionality for a total of three companies within our corporate group: Requirements: a.) Each company should be able to issue invoices, both recurring and one-time. b.) Each company requires its own invoicing number sequence. c.) Each company needs its own separate integration with Stripe. d.) Stripe subscriptions must be carried over. Currently, we do not have the option to use SEPA as a recurring payment method, but this is essential—otherwise, customers would have to reauthorize every invoice, making the entire invoicing tool unusable for us. e.) We need predefined templates where we can set up offers/invoices in advance, containing approximately 30 products. Manually adding these products each time is not feasible, meaning the invoicing tool, in its current state, is not usable for us. Fixed templates with predefined text lines and product line items must be available. ...read more

When adding line items to a deal it updates the deal amount with the amount excl tax. It would be great to also update a property 'Amount incl tax' and 'Tax amount'.    This would benefit:  Those whose businesses work off the amount incl tax like the majority of B2C Email automation Finance colleagues ...read more

We would like to be able to send invoices from a specific list or and deals. Like to choose all clients on a specific list or and deals so that we can send them at once an invoice. ...read more

Billing period and Service period can mean two different things.  Currently, when Subscriptions are invoiced, the Billing Period is establised based on the recurring item setting (i.e. annual), and entered below the item on the invoice.   Would like the option of displaying either period, as a client may pay for the recurring item(s) in advance of getting their service started, hence being able to display on the invoice the Service Period that they contracted for. ...read more

Add product SKU field to items listed on an Invoice template.  It is a unique identifier that is already on our HubSpot quote.  Descriptions only may have been modified (edited) previously during the sales process and not fully identified by our customer's accounting people paying for the product or service. ...read more

I would like to be able to change the default settings of recording receipt of payment in case of non-subscription invoices. Specifically: 1) E-mail client: default setting is to send (automatically) e-mail confirmation to clients when payments are recorded as received; I would like to be able to untick this option. 2) Payment method: default setting is 'cheque', which on main land Europe are hardly used; I would like to be able to change this default to 'bank transfer' or 'wire transfer' (I would say the default on main land Europe).   Path: left hand side bar Commerce > Invoices > Click invoice number > side screen opens > Click actions > Dropdown menu opens > Click actions > Record Payment > the screens opens on which I would like to have other default settings.   Hope this is clear and can be dealt with soon.   ...read more

I would like the ability to customise the HubL behind an invoice template in the same way as we can already customise a Quote template.   Customers in our region are required to have a payment slip at the bottom of the invoice, which includes a QR code. Whilst this might be something only limited to a small number of users, this would be something that we can easily add ourselves if we had full access to the HTML code as in the case of Quotes. ...read more

At the moment the default payment form fields are apply to payment links but there isn't a way to modify the fields on the payment form attached to quotes ...read more