Aug 29, 2022 8:28 PM
I'm currently setting up the deals + quotes + invoicing workflow automation for my company.
I've come across some issues as I've started doing the setup.
Our current setup that we're trying to achieve is with QUICKBOOKS, STRIPE, and workflow automation.
I was running a couple of test to see how the workflow would work, as I was doing the testing I realized that once I convert a deal into an a QUOTE and set a payment schedule I realized that the payment option isn't available for scheduled payments.
I was wondering if any of you have a way you guys deal with payment scheduling and recieving payment from the clients through stripe that works well for this particular situation. I'm trying to make sure everything get's automated.
Let me know if my question isn't clear and I'll try to provide more details.
Sep 12, 2022 6:44 AM
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Thanks for engaging here!
Aug 30, 2022 3:58 PM
Thanks for reaching out to the Community!
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Aug 30, 2022 5:49 PM - edited Aug 30, 2022 5:49 PM
Thanks for the tag here @kvonloesecke ! @Propagam my name is Jack and I work on go-to-market for HubSpot Payments. I'm admittedly hesitant to speak too confidently to stripe and exactly how that works, but I can tell you that payment schedules is absolutely something that is front of mind for HubSpot Payments and it's a feature that we'll see over the next couple of months.
Are you entrenched in stripe right now or would you consider using HubSpot Payments? We're of course happy to ungate you early for this feature and any other feature you'd like 🙂
Aug 31, 2022 12:24 PM
That's great to hear. The only issue is that "HubSpot Payments" isn't available in my country. Is there any word on when it will be available in Canada?
Aug 31, 2022 5:32 PM
You'll hear more from us on this in the near future, I can assure you that this is very much front of mind for us. If you'd like to get into some specifics, feel free to DM me!