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SWahlquist
Member

Change payer on quotes with Stripe payments

I'm using quotes with Stripe payments. When I send out a quote and the client selects "checkout" there is no way for them to update the payer info. It only shows the email of the first person on the quote and it greyed out. As far as I can tell, there is no option for them to put in a different email address. I have to edit the quote and add the payer info as the top person on the quote. Does anyone know of a workaround to this? A good portion of the quotes I send are not paid by the person I'm sending them to, it's paid by someone in their accounts payable. I'm not sure why it's set up to not let you change the payer info but it's a major inconvenience. 

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MiaSrebrnjak
Community Manager
Community Manager

Change payer on quotes with Stripe payments

Hi @SWahlquist

 

Thank you for reaching out to the Community! 

I wanted to tag in a couple of subject matter experts to see if they have any input on this matter:

Hi @Bryantworks@louischausse@ChristinaKay, I believe you have experience using Stripe with HubSpot; do you know if it's possible to let payers change their personal information on quotes? Thank you!

 

Cheers
Mia, Community Team    


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