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HS, I have a renewal starting on September 6 with 15000 credits. But my current plan is limited to 3000 credits. I have depleted my credits for this month and want to make a one time credit purchase to bridge our HubSpot credits until our new plan kicks in. Your HS customer support chat friends say this is not possible and that we need to wait until September 6 to replenish our credits and get our 15000 credits our renewal will give us. Seems dumb that there is no way to purchase a bridge set of credits until our new renewal plan kicks in. We want to continue using the Customer Agent. ...その他を表示

We use custom project numbering for all Deals when they become projects (meaning we have a signed quote and are moving forward with the project). The project numbers become a part of the Deal Title and the Ticket Title (where our engineers manage their work). However, we need to also be able to use the project number with our invoices, but there is no way to use the current settings to create the correct invoice number from our standpoint. For instance, the project title "240101 Smith 123 Main St NY NY" is used in our cloud archives, our Deal Title and the Ticket Title (as well as any documentation that we generate for the project). We would like the invoice to also have the number 240101. If we have multiple invoices for the same project, then the numbers would be 240101-1, 240101-2. Multiple invoices are finalized at different times based on the completion of deliverables, so the current sequential numbering system doesn't work for us, as we can begin other projects before finalizing the next invoice for 240101 (using our example number). Being able to simply enter an invoice number at the time of finalizing an invoice would solve the problem for us. ...その他を表示

Hi team,  Posting on behalf of customer. Right now, we can use email alias on CRM records, but this alias is not appearing when sending email from the invoice tool. It would be great to have the option there. Thanks! ...その他を表示

My company accounting department needs to  generate invoices from two different companies based on location. This changes billing data and tax ID which I can manage to set from invoices presets. However, my logo is always the main logo of my brand. I would like to request for the preset to give me the option to choose amongst my brand kit logos which one I want for each preset. ...その他を表示

Feature Request: Native UTM Parameter Capture for HubSpot Payments   Description: Requesting the ability for HubSpot Payment links/pages to automatically capture UTM parameters (e.g., utm_source, utm_medium, utm_campaign, utm_term, utm_content) and other query parameters from the URL when a contact completes a payment, and store these values on the payment record and/or contact record without requiring custom forms or workflows.   Requirements: When a user lands on or completes a HubSpot Payment link with UTM parameters in the URL, HubSpot should automatically record each UTM value. UTM values should be visible either: On the payment record (in Commerce > Payments) OR on the associated contact record (in CRM > Contacts), mapped to dedicated UTM fields. No manual or form-based workaround should be necessary: UTM capture should be automatic, even when the payment link is shared directly. The system should support common UTM parameters as well as custom URL parameters, if possible. UTM data should be available for workflow, reporting, and analytics use. Business Use Case: Native UTM tracking for payments is critical for attribution, campaign ROI analysis, and better understanding which marketing efforts drive revenue.   ...その他を表示

As stated on the knowledge base, only super admins are allowed to receive notifications for when a payment is initiated or fails, when a payment is received, and when a payout is created or fails.  It would be nice to have more granular control of this for non Super Admin users.  ...その他を表示

We love how HubSpot will auto create Recurring Invoices by way of "Subscriptions" and then send them right over to Quickbooks.  The problem is, a lot of our clients want those invoices emailed to more than one person.  Currently HubSpot only allows us to put one email recipient in for the automatic emailing of the recurring invoices.  This means every month I have to set a reminder to go into Quickbooks and manually email those invoices out to the other recipients at each client.  As we grow this is going to become a bigger and bigger task.  Please create the functionality to have more than 1 contact as a recipient for recurring invoice emails.     ...その他を表示

HubSpot currently restricts editing of invoices generated from subscriptions, which poses a significant challenge for businesses needing flexibility in managing recurring billing. This limitation forces teams to cancel and recreate subscriptions just to correct minor errors or accommodate client-requested changes, leading to inefficiencies and a poor customer experience. Here’s few reasons why it's important to Enables quick corrections without disrupting subscription workflows Reduces manual effort and prevents billing delays Enhances customer satisfaction with responsive billing adjustments ...その他を表示

Add product SKU field to items listed on an Invoice template.  It is a unique identifier that is already on our HubSpot quote.  Descriptions only may have been modified (edited) previously during the sales process and not fully identified by our customer's accounting people paying for the product or service. ...その他を表示