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We are a franchisor who has our franchisees using the shared CRM for deal management.    I would love to use the quote / invoice features, but we do not want to deal with the money. I would like different payment links to send money to different accounts and have permissions on them to stay organized.    ... Afficher plus

Need to have a way to create subscriptions, invoices and all supporting information for payments made outside of hubspot. Universities and some large corporations operate on a PO/Check basis so payment will not go through hubspot ... Afficher plus

We have recently started using payment links as we take 2 total payments for our products. We have found that it is very difficult to identify the payment link and make sure it is being attached to the correct customer. It would be helpful if the tail of the actual link was the payment link name instead of a group of numbers  ... Afficher plus

We use payment links and quotes, once a subscriber is active in the system and is on a recurring payment sometimes the CC fails. I know it sends a notication but I want to be able to personalize it.     I have created 3 emails to be sent to the subscriber if the payments are late, a 30, 60 and 90 days. It would be awesome if the "update your payment method" was a token you could insert into emails. Then these emails can be used in workflows that would direct them to update their payment method or make the overdue payment.    It is currently a very manual process and has to be done and each individual Contacts profile. I wanna make something that is from the workflow that will do it automatically.  ... Afficher plus

It would be great if when a link is sent to a customer to update their payment records (for example when a payment fails), it would be possible to find a record of it somewhere. If someone from the sales or finance team sends out the link with the email, there is no way of knowing that it has been done or when it has been done, and also no confirmation that it worked.  At the moment we have no way of proving to the buyer that we have done what is our responsibility, and there is a risk that the buyer gets bombarded with update payment method emails.  ... Afficher plus

Hi! I'm posting this on behalf of a customer. Currently, when a contact makes a second purchase with the same payment link, the second payment will be associated with the deal but the deal's line items and deal amount will not be automatically updated with the second purchase. At this moment, we have to manually edit the deal's line item to increase the quantity to 2 (or more) in order for the line item and deal amount to include the additional purchase.    It would be great if there's a way we can have the deal's line items automatically updated (so the deal amount also gets automatically updated) whenever a payment is associated with the deal. The customer's use case here is that they sell event seats so an example is an existing contact bought a seat and a deal is created. The contact then purchases another seat for the same event using the same payment link but this addiitonal seat purchased does not get included in the deal's line items and deal amount. We could potentially consider having a new deal created for each additional seat purchased but I think in some cases, customers prefer to have just one deal for a similar purchase and to just have the deal amount increased accordingly, rather than having multiple deals.    Thank you! ... Afficher plus

It would be great if HubSpot could automatically adjust the final payment of a recurring payment that has been canceled so that the customer only has to pay for the days up until the cancellation date.  For example, if the payment is renewed on the 1st of every month and the customer cancels with the end date being the 23rd, they should only pay up until the 23rd and get a discount for the remaining days.  ... Afficher plus

It would be great to have the ability to add one-time discounts to active recurring payment subs. We could extend loyalty benefits to our customers that cover partial or full cost of their membership. ... Afficher plus

To help streamline bookkeeping, it would be most ideal to deposit the full amount for ACH payments and seperately bill for fees (instead of removing the fee from the payment) - Simailar to what most credit card processesors do.  ... Afficher plus