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Propagam
Participant

How do you deal with schedule payments?

Hey guys,

 

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.

 

0 Upvotes
6 Replies 6
Syeda_Fatima
Participant

How do you deal with schedule payments?

Hello Flocks,

We are honored to announce it as one of the top 
HubSpot apps in the new Customizable #CRM collection has launched #FormPay

No more manual effort need to do. All of the #payment information is synced to #HubSpot contacts and deals, so you can search, segment, and run #reports inside HubSpot.

If you are looking for nifty #apps to take payments, create proposals, influence calls and SMS within HubSpot, and multiple gateways, Get in touch with MakeWebBetter for customizing a set of payment gateways according to your requirements.

Check out this. It’s very easy to make faster, smoother, and simpler payments for your customers.

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Thanks for engaging here! 

bendonahower
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

How do you deal with schedule payments?

What do you mean by "the payment option"? A screenshot or two or a video would be helpful.

Ben Donahowers HubSpot community signature
kvonloesecke
Community Manager
Community Manager

How do you deal with schedule payments?

Hi @Propagam,

 

Thanks for reaching out to the Community!

 

I would like to add our subject matter experts to this conversation.

Hi @danmoyle@Chriso-mwx@JackCoopersmith@bendonahower - Do you have any tips for @Propagam?

Thank you!

 

Best,

Kristen


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0 Upvotes
JackCoopersmith
HubSpot Product Team
HubSpot Product Team

How do you deal with schedule payments?

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 🙂

Propagam
Participant

How do you deal with schedule payments?

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?

 

Thanks,

0 Upvotes
JackCoopersmith
HubSpot Product Team
HubSpot Product Team

How do you deal with schedule payments?

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!