Las grandes mentes piensan igual

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. ... Mostrar más

Is there currently a way to download all or bulk client invoices from Commerce? I’ve been looking around but haven’t found the option. If this feature isn’t available yet, I’d love to suggest it as a helpful tool to add in the future. It would definitely make invoice management smoother for us!   ... Mostrar más

Currently, HubSpot subscription notification system emails are not able to be customized. We can't even review what the template looks like for these emails, like we can with other system notification emails. It would be great if we had the ability to customize these emails.  ... Mostrar más

We would love to see HubSpot’s invoicing tool support multiple invoice prefixes, each with its own independent numbering sequence. This would be incredibly valuable for businesses that operate multiple service lines, business units, or revenue streams, all under the same HubSpot portal. Use Case Example: For services of Type A, invoices should follow the format 2025A/001, 2025A/002, and so on. For services of Type B, invoices should follow the format 2025B/001, 2025B/002, etc. When creating an invoice, the user should be able to: Select the invoice prefix (e.g., 2025A or 2025B). Have the corresponding sequence automatically incremented based on the selected prefix. Ensure that prefixes do not share or interfere with each other's sequence counters. Why this matters: It improves clarity and traceability for accounting teams and clients. It reflects real-world scenarios where financial operations are segmented by service type, geography, legal entity, or brand. It helps comply with regulatory or internal documentation requirements, especially for organizations operating in multiple countries or offering diverse services. Suggested enhancements: Ability to define and manage multiple invoice prefixes from the settings panel. A drop-down selector when creating an invoice to choose the applicable prefix. Visibility into the current sequence number of each prefix for forecasting and audit purposes. This feature would be a huge win for scalability and financial operations in HubSpot. We hope the product team considers it for future development! ... Mostrar más

It happens that we often sell a service as a promotion to attract new customers and give a 100% discount on it, ex: a free consultation. I want to be able to invoice it to record the work done and have it record as a $0.00 item. However HubSpot won't let me finalize an invoice if the total is $0.00. Why not? This seems like a very silly limitation. Even a negative total invoice is possible if there's a refund which should be added (e.g. subtracted) to the revenue totals. If the value is <= $0.00, the payment link could simply be removed from the invoice to avoid problems with the payment processor. Refunds would be handled outside of HubSpot.   Another use for this is for testing invoices by since you can add a product item and give a 100% discount and it won't affect revenue reports. Otherwise, you have to create a dummy test deal and filter it out from reports. Of course, a sandbox option in HubSpot would be much better, but this would be an acceptable woraround for most people.   Please fix this! ... Mostrar más

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. ... Mostrar más

Hi,  A common payment method in the Netherlands is Ideal almost nobody uses credit card. It would be great if we had the option to use Ideal for payment links so all data is stored in HubSpot including payments.  ... Mostrar más

Background: The legacy Stripe integration was retired in the recent days and replaced by a new instance of the integration.  When payments were recorded in the past, the transaction included the details of the quote that was paid in the metadata.  That information was quite useful for the operations team to quickly traceback the paid quotes.   Issue:  With the new integration, the information about the quote got lost and only not very helpful internal transaction data is recorded.   Request: Please bring back the quote information to the Stripe transaction metadata   Transaction before (Legacy)   Transaction Now (New Integration)   ... Mostrar más

Problem: "We have three companies based in Poland, the UK, and the USA. As the parent company based in Poland, we manage all partners through one HubSpot CRM. However, we need to issue invoices that include local tax and address information from our regional branches (UK and USA) for partners in those specific markets." Idea: Provide the capability to issue invoices from a single HubSpot account for multiple branches. This would include the ability to customize invoice data, allowing for different issuing company details depending on the branch. ... Mostrar más