Hello all, I am attempting to simplify the invoicing and payment process for our clients. All of our clients require a PO Number to recieve payment but they don't have it at time of invoicing typically as they need a price prior to getting a PO read more
I am creating a form with items with prices and I want the user to be able to select what they want and be able to have us invoice them without having to submit bank information (because we're not accepting credit card payments). Is there a way to read more
Hey @JGarrett321 , Just to clarify, are you sending a list of all your items on the form, or is it a selected group of items that are unique to th...read more
After a successful payment is made with the HubSpot - Stripe Integration, HubSpot sends an payment receipt to the user. Our company's branded logo in the receipt does not render correctly here: As seen in the purple & black rectangle abov read more
I'm trying to edit the properties of the Line Item Tables in our custom quotes. Currently, the line item table has a mix of left-aligned and right-aligned text, but no way to edit these properties. For example, we want the Product Name, Descri read more
Any solution to this? This has been bugging me as well. I would prefer left alignment or even center. Right align makes no sense and just looks odd t...read more
Is there any way to automatically add a payment link to every new deal that is created from a form submission? In order to completely automate my deal based workflow, i need to automatically reconcile payments to each deal when the payment is read more
Hi @JYoung17 , here's what could be a possible solution, I think. I haven't fully tested it.
First, I think you'll want to toggle on the setti...read more
Hi. I have EUR inserted as default currency in my system. Also deal is made using products which have EUR currency. Stripe is configured to allow EUR currency. Still if I create a payment link, the opening window does not have any default currenc read more
Objective: To manage and track monthly training sessions where a fixed number of participants can register and pay. The participants (contacts) are already stored in HubSpot and are associated with their respective companies. Or they can register read more
Hi @ManuelWill , Your approach to managing paid monthly training sessions in HubSpot is on the right track, but I can suggest a few optimizations...read more
Is there a way to build a subscription account to gain access to content? Our team is looking to create tiers of subscription users so they can access our published content. We envision the most expensive subscription to have access to all papers, r read more
Hi, I need some help getting products on my web pages. I have successfully setup my payment link, I have configured my account settings, and even setup the “physical goods” onboarding experience. I then setup a product (and a line item, though I mus read more
@PSpencer this depends greatly on the theme and module you're using to create your website, but a button link should be able to be changed regardle...read more
Businesses are currently selling in two ways. The rep-assisted sale is often disjointed, messy, and complicated while the touchless sale in B2B commerce isn’t happening. This leads to wasted time, lost revenue, and a poor buying experien read more
Hello HubSpotters
I'm deligted that the senstive data public beta is live, but I'm aware you can only store the last 4 digits of a bank account number in the CRM.
However, what solutions are there for storing contact bank details.
I'v read more
@PamCotton nothing more to add on your suggestion for @aparley . Since it has to be HIPAA compliant, I'm hesitant until HubSpot does meet that leg...read more
I'm curious if HubSpot can support this scenario: - I am a wholesaler - I use HubSpot CRM to manage my customers. but I'm interested in using HubSpot Commerce to also manage my products and my suppliers and then allow my customers to place or read more