Tips, Tricks & Best Practices

Filter by
  • All labels
  • Payments Links
  • Payouts
  • Recurring Payments
  • Refunds & Chargebooks
  • Reporting
  • SNA
  • Taxes & Fees
  • TOS
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
Solved
Nick_Brammer on February 22, 2025
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
0 upvote
1 Reply
Accepted solution
Community Manager
February 24, 2025 08:26
Hi @Nick_Brammer , Thanks for reaching out to the Community! I think you're referring to this option in the article . However, when i...read more
Solved
JGarrett321 on February 19, 2025
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
0 upvote
3 Replies
Accepted solution
Participant | Diamond Partner
February 19, 2025 22:20
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
DModernAI on January 06, 2025
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
0 upvote
2 Replies
Participant
January 11, 2025 03:09
Hi, I believe you forgot to finish your message by listing the steps to troubleshoot
dbyargeon on December 10, 2024
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
1 upvote
3 Replies
Participant
March 20, 2025 10:00
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
Solved
JYoung17 on November 27, 2024
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
0 upvote
3 Replies
Accepted solution
Top Contributor | Gold Partner
December 02, 2024 17:01
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
Solved
ukirh on October 15, 2024
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
1 upvote
6 Replies
Accepted solution
Key Advisor
October 15, 2024 10:28
Hey @ukirh Have you checked this article here: https://knowledge.hubspot.com/payments/use-multiple-currencies-with-stripe Stripe payment...read more
Solved
ManuelWill on September 09, 2024
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
0 upvote
1 Reply
Accepted solution
Participant
September 09, 2024 10:37
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
EBerkowitz on July 29, 2024
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
0 upvote
1 Reply
Community Manager
July 30, 2024 04:08
Hi @EBerkowitz and welcome to the Community! 🎉 We are thrilled to have you here! ❤️ Thank you for asking the Community! I'd like to share ...read more
Solved
PSpencer on June 18, 2024
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
0 upvote
1 Reply
Accepted solution
Hall of Famer
June 18, 2024 13:25
@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
beatrizlima on June 04, 2024
  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
Solved
aparley on May 14, 2024
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
1 upvote
3 Replies
Accepted solution
Most Valuable Member | Diamond Partner
May 20, 2024 08:17
@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
Solved
TBucciarelli on May 09, 2024
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
0 upvote
4 Replies
Accepted solution
Participant | Diamond Partner
July 28, 2024 18:19
Hi @PamCotton & @TBucciarelli , You may not need to create a customer object for the suppliers. Our approach would be to use our 'Backen...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.