We’re in the process of transitioning our billing from QuickBooks to HubSpot, but we've encountered a challenge: HubSpot currently doesn’t support creating credit notes, which our billing team relies on regularly. This limitation is proving to be an issue, as credit notes are a standard part of our workflow.
Hey @LBenAbdessale yep this is something we see people struggle with. If this is still something you'd like to find a solution for, would love to show you how we do it in DepositFix.
Just trying to gain a bit more info to help with a solution.
HubSpot is not an accounting software, so if you're transitioning from QuickBooks, are you migrating to a new accounting software or running on spreadsheets?
Hey @LBenAbdessale, thank you for posting in our Community!
Currently, HubSpot doesn’t have a built-in feature for creating credit notes, which can definitely be challenging for billing workflows. A common workaround is to create a custom property or a 'credit' deal stage to track credit notes manually. You could also consider integrating with a third-party accounting tool that syncs credit notes to HubSpot if possible. Hopefully, this helps in the transition!
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