Great minds think alike

I recently found out that when syncing data, particularly invoices, payments, or subscriptions from Stripe, they do not get recorded as such in HubSpot.   It gets recorded and tied to the contact but I can't track how much revenue we've made within HubSpot because it's only recorded as a paid invoice rather than a payment or subscription.    I would also think that an open invoice would be converted or auto populate a deal that is tied to the contact or company.    Does anybody have suggestions for a work around or encouragement on using HubSpot solely for all payment processing? I'd still like all historical payment data to show up in HubSpot so i don't have to reference Stripe to see how much in revenue we've actually done. ...read more

We have recurring billing set up for contacts via subscriptions. Occasionally, we have a contact request to stop a subscription from auto-renewing, but keep their subscription active through its original end date.   As an example, a user requests that their subscription, which is billed annually beginning in April 2024, not be auto-renewed in April 2025. The user has already payed for April 2024-March 2025 and does not want a refund; they want to keep their subscription active until that period ends.   It would be great if auto-renewal was something we could edit (turn off only is fine) on user subscriptions so that we don't have to manually manage cancellations which have a high potential of creating out-of-sync data. ...read more

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? ...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

In Hubspot payment links, if a client purchases subscriptions that have different term lengths on them, they get charged separately for each subscription with a different term length (even though they paid through 1 payment link). This is not only annoying for our clients who get hit with 2 different charges every month, but it is also very frustrating for our billing/finance team, when it comes to payout reconciliation. Implementing a feature to consolidate payments on payment links that have multiple subscriptions with different term lengths not only improves the checkout experience for our clients, but also makes reporting much easier for our accounting team. This solution is useful to any Hubspot user who offers their clients subscriptions with different term lengths.  ...read more

I would like to turn off online payments by default in my invoices because they are paid by bank transfers, so no link is needed in the invoices and it just leads to confusion for my customers. I can turn this off manually in the invoice before sending it, but the default setting to do this is forcing me to choose a payment method. See the attached images for the default setting that could be used, but won't save unless a payment method is selected, and for the images showing the option being turned off manually in each invoice, each time I want to send one. This is inconsistent and inefficient. It already takes way too many steps to send an invoice as it is and I want to streamline the process. ...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

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.   ...read more

It would be very useful to cancel a recurring billing cycle using a workflow. ...read more