Gute Ideen sollten geteilt werden

We are currently rolling out a consumer model to one of our locations so having to manually add a line for tax is not that cumbersome.  We do plan to roll out to additional areas and removing the human error from any of our locations across the US where taxes are concerned would be a god send.   ... Mehr anzeigen

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. ... Mehr anzeigen

As a German business selling to other European countries (e.g. Austria), you are obliged to put the customer's VAT ID on the invoice. Unfortunately, I didn't find an option/field to do it. Is there any solution? ... Mehr anzeigen

In Germany, there is a need to send invoices in an electronic / digital format as an XML File from 1st of January , 2025. This means not only sending a PDF but a special coded / formatted XML file which contains all information of the invoice to process this automatically.   The name is Zugferd, and it stands for a German acronym. The German law is based on an EU-directive (in France there is a similar law/system).   Although there is a transition period next year for smaller companies, bigger companies have to fulfill the new law.   HubSpot should support sending invoices as XML too. ... Mehr anzeigen

Hi.  We created and use Payment Links to allow our customers to choose from our products and pay for them via HubSpot Commerce Hub.   However, there is no ability to automatically collect sales tax from our customers as they pay.  Our clients can be from anywhere in the US, so it is far too difficult to manually create tax regions for all of the possible tax zones.  In short, here's what we need...   A customer goes to our website and chooses which product to purchase by clicking a link, and they get forwarded to the HubSpot Payment Portal for the appropriate Payment Link. The put in their CC/ACH information, and we collect their billing information. <here's the need> Based on their zipcode, we need HubSpot Payments to automatically calculate the applicable sales tax and add it to their order. The customer pays, and they now own our product. Step 3 above seems very simple, and I think Stripe (behind HubSpot Payments) already supports this.  We just need this exposed in HubSpot so we can leverage it. ... Mehr anzeigen

Currently, once an invoice is marked as “Paid,” there’s no way to change its status—even if the payment was added manually or the invoice was issued in error. It would be helpful to have more flexibility in managing invoice statuses in HubSpot, especially when corrections are needed.   Correct invoice statuses when necessary (e.g., changing “Paid” to “Voided” or “Draft”) Use admin permissions or approvals to make such changes securely ... Mehr anzeigen

When creating a subscription invoice, I don't have the option enter a customer Purchase Order number. A PO number is essential for any B2B customer. We can add them to one-time invoices as expected but can’t add them to subscription invoices. This is inconsistent function of the software and outcomes. In most cases the customers that we are sending subscription invoices to, is in response to a purchase order they have issued us. They are large corporate organisations who wont pay the invoices without the PO number listed on the invoices. ... Mehr anzeigen

Our company primarily sets up invoicing for customers through quotes with subscriptions for recurring invoices. As of now, there is only the option to have one contact assigned to the subscription, which means only one person will receive the invoice emails. Some of our customers need additional contacts to be cc'd on the invoice emails for their billing. We need the option to add more than one contact to the subscriptions. Thank you! ... Mehr anzeigen

Bonjour la Communauté Hubspot, Je m'appelle Vincent MABIRE, fondateur de Norexpans', un cabinet de conseil en Business Development, basé à Paris (et donc prescripteur de solutions CRM...)   J'ai récemment regroupé toute la gestion de mon business dans Hubspost, incluant les outils de devis, de signatures, de factures et de solutions de paiement.    A présent, pour les nouveaux clients, je suis sur le point de parvenir à envoyer systématiquement tous mes devis pour signature directement via l'outil Hubspot.    Cependant, concernant mes clients actuels, je voudrais continuer de leur envoyer mes factures mensuelles, mais à présent directement depuis Hubspot aussi, pour me simplifier ma vie et la leur aussi.  Actuellement ils payent mensuellement nos services par virement bancaires. Donc, j'aimerais leur proposer de continuer de payer via virement bancaire, maintenant, directement depuis la facture mensuelle (envoyée depuis Hubspot).  Mon besoin (exprimé par mes clients réguliers):  - recevoir une facture mensuelle facile à archiver - Pouvoir payer directement par virement depuis la facture (en 1 clic).    A ce jour, Hubspot, au travers de ses nouvelles options, propose seulement : la carte de crédit et le prélèvement bancaire, grâce à l'API avec Stripe notamment. Ma suggestion est : 1) Intégrer la solution de virement bancaire directlement depuis la facture. (et pourquoi pas le réglement d'accompte par virement directement depuis les devis) 2) Proposer à nos clients l'envoi de facture mensuelle (sur laquelle nous n'ayons que le contenu et le montenant à vérifier, depuis une trame à remplir la première via la liste de produits à intégrer)  3) Proposer à nos clients une solution de paiement par virement bancaire mensuel lorsque le montant est toujours le même (pour les prestations par abonnement par exemple.)    Parvenir à proposer l'automatisation pour les suggestions 2 et 3 serait le Nec Plus Ultra pour nous tous : Utilisateurs Hubspot et clients finaux. Je sais que je ne suis pas le seul utilisateur Hubspot à proposer d'être payé par virement à mes clients. La plupart d'entre nous utilisons à présent cette solution (notamment en BtoB).    Donc je suis convaincu que cette proposition attirera l'intérêt de la Communauté Hubspot et l'équipe de Développement Hubspot (marketing, outil) !  Membres de la communauté Hubspot, vous vous reconaissez dans ce que je viens de présenter, Merci donc de soutenir ma demande. L'équipe Hubspot: s'il vous plait, merci de la valider pour l'intégrer ! ... Mehr anzeigen