Grandes mentes pensam igual

We are currently using HubSpot quotes w/Stripe integration. We want to start converting quotes to invoices as a standard through HubSpot. However, if a quote is paid, you no longer have the option to convert it to an invoice. This is a problem because we have quotes that are often paid without us knowing that the customer wanted to move forward (which is great!), so no chance to convert to invoice because the Stripe payment option was the call to action allowing them to move forward. However, the problem is that we still need to produce an invoice for them showing it has been "paid in full" for their records. If there is an option to still produce an invoice in this case, and show it as being paid in full, this would be fantastic. ... Exibir mais

Currently "Subscriptions" for contacts or companies are created when a buyer makes a purchase using a payment link configured to collect recurring payments, or a quote integrated with payments that includes recurring line items.   It would be great to provide the ability to create a subscription manually – for those who want to track subscriptions but do not necessarily use HubSpot to process a payment.  In our case, we want to track subscriptions for subscribers paying via invoice. Or import existing subscriptions without requiring customers to go through the HubSpot Payment process. ... Exibir mais

Hi,   I was working in the new Invoices feature. I noticed when I add (+) and Invoice from the Deal, it does not pull any of the information from the deal (ie associated company, associated contact, line items). This would streamline the invoice creation process and reduce duplicate work.    Thank you ... Exibir mais

I'd like to suggest proving an option, and not a requirement, for paying fees on a payment link. We are using HubSpot not only for marketing and soon be be website but also a donor platform. Many of the options are work arounds through the Sales Hub, but I'd love to see an option for donors to pay the processing fee at checkout. The only way to make something optional is adding a line item at the 2.9% processing fee, but this just adds to the total which inturn a larger processing fee. I know how to make the processing fee required for all payments through a particular link, there just isn't an option where people can choose if they pay it or not. This will help us as a non-profit to benefit more from people's donations to our company by offering the donor to pay the processing fee. ... Exibir mais

I'm working on an event with paid registration, and I need a way within HS to accept more than one registration per order. I have included the quantity option (great!), but I also need to collect individual registration contact info.   Example: Buyer is registering for multiple people and each person needs to receive their own confirmation and event details and we need a list of all registrants. (These are small-scale workshops, so I don't need tickets.)   I have used Eventbrite and Shopify in the past to manage event registrations, but was so hopeful with the HS payment feature that I could manage it ALL in HS. For now I'll have to use another product. But this addition to the purchase/payment feature would meet our needs and greatly simplify the event management process!   Thanks! ... Exibir mais

It's strange that there is no payment description field on payment forms. If we want to embed a payment form on our website, we can't tell the invoice number they're paying for. That makes it difficult for our finance department to match payments to invoices. What's especially frustrating is that there's a description column in the payment details and reconciliation reports! But only the Stripe payout has a description provided.    Payment Details Report showing description column. Payment Reconciliation Report showing description column ... Exibir mais

It would be nice if the Stripe payment module that exists in the USA could be deployed in France so that we could accept payments on a website. ... Exibir mais

It would be amazing to be able to include product line items on the payment link pages that are optional to customers. Right now, they can't opt out via a 0 quantity as a workaround either.    We have our consulting services broken into tiers based on a set number of service hours. I'd love to have the ability to include a line item for additional hours as an (optional) option where they can add a quantity of their choosing if they anticipate needing more time with us for a project or the sort.    I also think this would be a game changer for a lot of other companies that may want to include optional upgrade or product line items on the payments link pages.    YOU CAN DO IT HUBSPOT WIZARDS! I BELIEVE IN YOU! 😀 ... Exibir mais

I am working on implementing HubSpot for my client. I was looking at using the Payment Schedule feature on Quotes, but it seems you cannot use that at present if you have recurring Line Items on your Quote. Is this going to change in future? It would be very helpful to also see the monthly payment plan for a customer who is purchasing both one-off and monthly services. ... Exibir mais