Great minds think alike

It would be fantastic to automatically generate invoices in HubSpot whether it be via API or in the workflow.   It would help take out the manual work from having to do this one at a time for companies that generate dozens of invoices at a time. We can already do it with quotes. ...read more

Some users are located outside the USA and may not have access to the HubSpot payments tool or the built-in Stripe payment processing. To cater to their needs, it would be helpful to have the option of importing payment records for reporting purposes. This would ensure that everyone can effectively track and manage their payments ...read more

Can you please add a feature to set default payment schedules for quotes so we don't have to enter it in each time we send a quote.   For example, it sets the default schedule to three payments   Deposit (10% of total) Start of production (40% of total) Prior to handover (50% of total)    This would save the sales team a lot of time as they currently need to manually put in the same payment schedule for each quote.   Hope that makes sense! ...read more

Currently, discount codes only go up to 99%.  When a client wants to be invoiced but we still need them to complete the registration process, a 100% discount code is needed.  This seems like an easy thing to fix. ...read more

Sometimes you test out a product and it just doesn't work, so rather than go through with it, you decide to cut your loses and sell your expensive leads something else that is more proven. But how do you refund these people their money on Hubspot currently? One. By. One.  This proves to be quite the tedious task when you've sold 100+ of a product (we were shooting for closer to 400 with the ad budget).  I propose that the Hubspot team develops a feature to issue bulk refunds for a product, payment, payment link or deal. Any of the above. This is in line with their goals of bringing more payments onto Hubspot (adding invoices, subscriptions, etc.).  1. This would help customer service teams or product managers or anyone needing to issue refunds in bulk.  2. The goal is to eliminate as many tedious tasks as possible, right? 3. This will save an insane amount of time for marketers who like to test offers.  ...read more

Quisiera poder trabajar en forma mas integral con hubspot pero veo que hay algunas funciones que esta limitadas solo a EEUU. Yo soy de Argentina y me gustaria comenzar a efecturar algunas facturas electronicas y establecer formas de pago locales pero no estan disponibles.    Por otro lado me gustaria saber si se puede integrar mas herramientas de INTELIGENCIA ARTIFICAL  ...read more

Hi,   I am working on the new Invoices feature. I found that I cannot select a reoccuring payment line item, only a one time payment line item. It would be ideal to be able to select any type of line item no matter the payment frequency.   Thanks ...read more

Would love the ability to add more detail to the invoice association Card on records.  At-a-glance the invoice number tells me nothing about what the invoice is for and requires the user having to preview it to get context.  Not very efficient.  ...read more

A client of ours is in need of freezing her payments with us for a period of time. So instead of cancelling out the subscription, it would be nice if there was a freeze option where the money will not draft out of her account for a certain amount of time and we could un-freeze it when she is ready to start making payments again.  ...read more