クリエイティブな才能を開花させよう

jaybaum

It would be VERY useful to allow us to add offline payment methods on quotes or on a form. Currently, it appears you can only set as "no payment", "hubspot payments" or "Stripe". Really missing a custom option here. We have cases where our billing team needs to issue an invoice and get paid via check, cash, or wire.

HDaecher

We are going to host a seminar which people need to pay for through the payment link. Is it possible to delay the payout to our bank account until after the event is over so it is one lump sum deposit instead of a bunch of smaller payments?

NRoss8

Hello All, We created an LBO. $1 for 5 days of access to our product. After that 5 days it charges $99 a month on a subscripition until its cancelled. example here - https://app.hubspot.com/payments/po8tNVrOSF?referrer=PAYMENT_LINK Currently there is no way for the end user to cancel the subsricption themselves, they need to contact our staff to cancel it before the $99 hits, or at any point in time in which they want to cancel...Which is a huge time suck for our team for such a small offer. We expect to sell 1000s of these offers, so the time demand to manually cancel these would be overwelhming. There is also no way for the end user to update credit card info, they have to reach out every single time as well, which is just clunky in the client experience.

DKo1

Can we have approval processes for the quotes based on the % of total discounts?

AMacbeth

Currently, our customers are not able to apply a discount code to a payment link in an embedded form. We'd love for this to change! We use our form to collect information about our customers and collect a payment for a one-on-one information session. Having a payment link in an embedded form is essential for our business.

kcraft

While the discount code functionality is great, the issue I have with it is when you create deals automatically using the out of the box functionality, the amount field is populated with the subtotal pre-discount code being applied. This creates the problem of inflating our revenue. We can fix using a workflow for single payments, but it wouldn't work for subscriptions. I think populating the amount field with the actual revenue number would be much more logical.

vanessahunt

I am working on implementing HubSpot for my client. I was looking at using the Payment Schedule feature on Quotes, but it seems you cannot use that at present if you have recurring Line Items on your Quote. Is this going to change in future? It would be very helpful to also see the monthly payment plan for a customer who is purchasing both one-off and monthly services.

kcraft

It would be great to have the ability to integrate google tag manager on hubspot payments pages. Currently we don't have an easy way to pass conversion information to ad networks.

smarketingchris · ‎2 16, 2023

When customers log into their portal, they should be able to access their tickets and payments.

TMeecham · ‎2 15, 2023

Who (what type of role or team) is the feature for? This feature would be most usefull in accounting and billing envirnments where you need to process a-la-carte or delayed-start payments. What is their goal? The goal is to provide a more seamless way to process customer payments for smaller authorized orders without the customer needing to complete a payment link. For signed contracts that don't have a specific start date and you need to manually begin charging. What value will this add? This offers a greater ease of ordering for customers - some may authorize a payment over email or a recorded call. Billing departments have more flexibility for signed agreements with delayed start dates that are variable. Are there examples of other places or products who have this feature? We currently use quickbooks and it allows to save ACH and Credit Card information. PaySimple did similar but we no longer use it. Screenshots, pictures, drawings, process diagrams, are helpful. From Quickbooks:

クリエイティブな才能を開花させよう

Allow Offline Payments

Can you delay payouts from your account that you collect through the HS payment link?

Ability for Clients to Cancel subscriptions

Quote Approval based on % of discounts

Discount codes to apply to embedded forms

Apply Discounted amount to amount field

Payment Schedules for recurring Line Items (Sales Quotes)

Javascript Tags on hubspot payments

Add payments to customer portals

Saving Client Payment Information

実装済み

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