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I am interested in setting up subscriptions without the requirement of generating payment links. Some of our customers prefer to pay via bank transfer, which is not compatible with the current system. I aim to streamline subscription management by consolidating all subscriptions within a single, unified system. ... Exibir mais

(1) It would enhance the user experience if we could include a picture representing the product or service on the payment link page. This visual cue is crucial as it's the final page users see before making a purchase.   (2) Currently, I've noticed that I can't customize the hover color of the payment link. Ideally, the hover behavior should match that of our landing page for consistency. ... Exibir mais

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.   ... Exibir mais

Hello Hubspot.    Not sure if i'm missing something, but I can't find any way to issue a credit memo or partial refund for an already paid invoice.    We collect payment in full from our clients upfront for services we render. In this situation, one of the services weren't required after the payment had been made and we needed to issue a partial refund.    The problem is that there is no way for us to account for this refund and tie it to the invoice in hubspot.    Please help! ... Exibir mais

For the life of me, I can't find where you add the payment link in the new form editor.   I can't use this form editor until you add the option for a payment link.   Once you add this functionality, it will be useful tool. ... Exibir mais

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. ... Exibir mais

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.  ... Exibir mais

Currently you can associate invoices with multiple contacts but you cannot associate subscriptions to multiple contacts. For invoices that are auto-generated from subscriptions, that means you can only send those invoices automatically to one contact. You also cannot send email reminders to multiple contacts associated with the subscription. We serve B2B customers wil subscriptions of over 10k annually and these customers usually require sending to more than one contact, especially if payment is overdue. ... Exibir mais

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. ... Exibir mais