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It would be very useful to cancel a recurring billing cycle using a workflow. ... Mostrar más

1. Connexion avec les Plateformes de Dématérialisation Partenaire (PDP) : Objectif : Permettre aux utilisateurs de HubSpot Hub Commerce de choisir et se connecter facilement à une plateforme de dématérialisation partenaire (PDP) agréée par l'administration fiscale française. Fonctionnement : HubSpot pourrait offrir un répertoire de PDP compatibles, avec des connexions API directes pour faciliter l'envoi des factures conformes. Les utilisateurs pourront sélectionner une PDP préférée ou en utiliser plusieurs selon leurs besoins. 2. Automatisation des Processus de Facturation : Objectif : Simplifier et automatiser la génération et l'envoi des factures conformes à la réglementation via la PDP choisie. Fonctionnement : À partir du moment où une vente est enregistrée dans HubSpot, une facture est automatiquement générée, validée pour conformité, puis envoyée via la PDP sélectionnée. Les utilisateurs recevront des notifications sur l’état de la facturation (envoyée, acceptée, en attente, etc.). 3. Tableau de Bord de Conformité Fiscale : Objectif : Offrir un tableau de bord dédié au suivi des factures en termes de conformité fiscale. Fonctionnement : Les entreprises peuvent visualiser l'état de toutes leurs factures, vérifier leur conformité, et recevoir des alertes en cas de non-conformité. Le tableau de bord fournirait également des rapports mensuels ou annuels pour assurer une traçabilité complète des opérations fiscales. 4. Archivage Sécurisé des Factures : Objectif : Conserver un archivage sécurisé et conforme des factures pour la période légale requise par l'administration française. Fonctionnement : HubSpot pourrait intégrer une solution d'archivage certifiée ou permettre l'exportation automatique des factures vers un service d'archivage conforme, garantissant que toutes les obligations légales sont respectées. Avantages pour les utilisateurs de HubSpot Hub Commerce : Conformité automatique : Les entreprises n'ont plus à se soucier de la conformité des factures. Gain de temps : Automatisation des processus de facturation. Sécurité accrue : Archivage sécurisé et traçabilité. Facilité d'utilisation : Interface intuitive et formation incluse pour une transition en douceur. Cette idée positionnerait HubSpot Hub Commerce comme une solution incontournable pour les entreprises françaises en 2026, répondant non seulement aux besoins commerciaux, mais aussi aux exigences légales.   1. Connection with Partner Dematerialization Platforms (PDP): Objective: Enable HubSpot Hub Commerce users to easily choose and connect to a partner dematerialization platform (PDP) approved by the French tax administration. How it works: HubSpot could offer a directory of compatible PDPs with direct API connections to facilitate the sending of compliant invoices. Users could select a preferred PDP or use multiple ones according to their needs. 2. Automated Invoicing Processes: Objective: Simplify and automate the generation and sending of compliant invoices via the selected PDP. How it works: Once a sale is recorded in HubSpot, an invoice is automatically generated, validated for compliance, and then sent through the selected PDP. Users would receive notifications about the invoice status (sent, accepted, pending, etc.). 3. Tax Compliance Dashboard: Objective: Provide a dedicated dashboard for monitoring invoice compliance with tax regulations. How it works: Companies can view the status of all their invoices, check for compliance, and receive alerts in case of non-compliance. The dashboard would also provide monthly or annual reports to ensure full traceability of fiscal operations. 4. Secure Invoice Archiving: Objective: Maintain secure and compliant archiving of invoices for the legally required period as per French regulations. How it works: HubSpot could integrate a certified archiving solution or allow automatic export of invoices to a compliant archiving service, ensuring that all legal obligations are met. 5. Training and Support for Transition: Objective: Support businesses in transitioning to this new system. How it works: HubSpot could offer online training, webinars, and dedicated technical support to help businesses set up and use this new feature, particularly small and medium-sized enterprises (SMEs) that may be less familiar with the regulatory requirements. Benefits for HubSpot Hub Commerce Users: Automatic Compliance: Businesses no longer need to worry about invoice compliance. Time Savings: Automation of invoicing processes. Increased Security: Secure archiving and traceability. Ease of Use: Intuitive interface and included training for a smooth transition.     ... Mostrar más

The current invoice format does not allow for the address of the company sending the invoice. This would be helpful, as most account receivable departments at the customer will need the address of the invoicing company for a multitude of reasons, e.g., to follow local and state tax regulations, if they will send a physical check, where to send a 1099 if applicable, etc. ... Mostrar más

I would like to disable reps from editing the "Payment options" when they are creating quotes.   We recently rolled out a new process where we want ops to control  and standardize all of the invoicing and payments. We want data and process consistency across the board - right now a big issue for us is that some deals are paid via Quotes, some via invoices, and some manually.  In the ideal world for us, we will have one invoice for every payment (at least, for non-subscriptions)   However, after msging support, I noticed that we can't lock this option account wide.    ... Mostrar más

Currently AUD is not supported through stripe payments in the payment links in Hubspot. The Australian market is in demand for such service and this would make it affordable for small businesses to collect payments in AUD instead of USD and then pay exchange rates ... Mostrar más

I love that HubSpot has the option to process payments but the styling limitations make it unusable for my team. It would be great to have the ability to customize the payment and favicon, or at least have them default to the branding of the URL the quote/payment live on.    Quote pages do have the option to change the logo, but the favicon defaults to the account level rather than what is set at the business unit or domain level. The logo on the payment page is locked as the logo set for the HubSpot account, and the favicon on payment pages is HubSpot's logo.  ... Mostrar más

We are a nonprofit that receives donations both online and via mail in the form of physical checks. Our online payments come through Hubspot beautifully, but we have had to resort to setting up individual DEALS to record our physical check payments.   To complicate matters, we occasionally set up a DEAL for a fundraising event to be able to track donations received from that event alone. Fine if all donations are made online, but recently, a donation via physical check was received from that event. So to connect that donation to the fundraising Deal event, we were able to associate it to the deal, BUT the total payments received from that fundraising event did not include the physical check, only the online ones. So now we have to remember to add 2 totals together for a fundraising Deal event--the total payments shown for the fundraising Deal, PLUS any other payments received in its associated deals that were from physical checks.   Please consider providing a way to track physical payments as easily as Hubspot tracks online payments, so all payments can be easily tracked. Thank you for considering this suggestion!   Karen at Anágo Partners, Inc. ... Mostrar más

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.    ... Mostrar más

We are loving payment links so far. I think it would be beneficial to implement a feature that automatically changes the payment currency based on the customer's location. While we can create payment links in different currencies, maintaining these links can be cumbersome, especially when there are pricing changes. ... Mostrar más