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Commerce

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Workflow for Payments
- Good morning. We have set up our Sales Team with ability to send a payment link to a customer from a Deal. We're trying to set up email notifications to the person who sent the payment link and also one other internal person once a customer makes a payment. We need certain data that ties to the payment link description custom line item. Can someone assist us in configuring this workflow please? ...read more
Generating URL to a specific payment
- Hi, I wish to link our internal users to specific payments in HubSpot. This would replace going to Commerce -> Payments then searching by Payment ID or Object ID. The URL to view all payments is: https://app.hubspot.com/contacts/OUR_PORTAL_ID/objects/0-101/views/all/list How to I generate a URL that filters this view down to one payment, either by Payment ID or the Payment Object ID? ...read more
Creating invoice for meeting payment
- I want to create a Stripe Invoice automatically when using a Hubspot payment link for a meeting. Any ideas? ...read more
Tracking customer payments
- Hi everyone, we are currently just starting out with the Stripe payments integration with HubSpot. As we are based outside of the US, HubSpot's own payments tool is not an option for us. Having read some conflicting information on the web, I thought it was best to ask here. Here's our use case: We want to be able to send invoices made in Stripe through a payments link to customers. We then want to be able to see which of our customers has ...read more
How to create a subscription and then invoice from the won deal?
- Hi there, I have the following question regarding the updated features in Commerce of Hubspot. Can I somehow create a flow that looks next: Create a deal, add a quote, and send it to the customer for a signature. After signature when the deal is won, I have to create a recurring subscription and generate from a subscription recurring invoice. Is that flow possible? Also is it possible to set an automatic reminder 1 month in advan ...read more

Solved

AdrianEdward on April 23, 2024

Where is the "Search ID" when searching through invoices?

Hi, Trying to search through my cusomter invoices and the only options for seacrhing are "Search ID", "Number", or "Amount". However, I can't find where the "Search ID" info is on an invoice or customer. Anyone have any idea on this? I wish we read more

Reply Discussion Reporting

0 upvote

2 Replies

AdrianEdward

Participant

April 23, 2024

Hi @LouiseHare Thanks so much! That helped so much and now makes total sense. I did not know it was called Record ID, I kept searching for a "...read more

JDevQa on April 23, 2024

how to get quote template details if I have its id?

I do get the quote template id as part of association from quote details. But I want to know the the details of the quote template using its id. I am not sure which API to use! I want to know the template name, I hope this can be fetched throu read more

Reply Discussion TOS

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thomas- on April 19, 2024

Delete invoice INV-1001

Hi Team Could you please delete INV-1001, it was just created for testing purposes. Thanks Thomas

Reply Discussion Payouts

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2 Replies

danmoyle

Most Valuable Member | Elite Partner

April 23, 2024

+1 for this answer, @BérangèreL . No notes 😊

HJarboe on April 18, 2024

Workflow for Payments

Good morning. We have set up our Sales Team with ability to send a payment link to a customer from a Deal. We're trying to set up email notifications to the person who sent the payment link and also one other internal person once a customer makes read more

Reply Discussion Payments Links

0 upvote

9 Replies

HJarboe

Member

April 22, 2024

Thank you for your help! I'm going to try that to see if that will work for what we need. I used the trigger of payment status "processing" so I'm ...read more

ACampbell61 on April 17, 2024

Generating URL to a specific payment

Hi, I wish to link our internal users to specific payments in HubSpot. This would replace going to Commerce -> Payments then searching by Payment ID or Object ID. The URL to view all payments is: https://app.hubspot.com/contacts/OUR_PORTAL read more

Reply Discussion Reporting

0 upvote

1 Reply

ACampbell61

Member

April 17, 2024

I'm looking for something like this: https://app.hubspot.com/commerce_payments/OUR_PORTAL_ID/commerce_payment/PAYMENT_ID Works for contacts: ...read more

MarcSn on April 16, 2024

Creating invoice for meeting payment

I want to create a Stripe Invoice automatically when using a Hubspot payment link for a meeting. Any ideas?

Reply Discussion Payments Links

0 upvote

3 Replies

MarcSn

Member

April 18, 2024

If it were that easy, I wouldn't have needed to ask here... 1. Yes, I got the HS/Stripe integration 2. No, there is no function (at least that I...read more