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
LBenAbdessale on November 06, 2024
Hi everyone, 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 read more
0 upvote
5 Replies
Participant
January 03, 2025 18:02
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 s...read more
Solved
PhilippL on August 28, 2024
We have created an invoice and we have manually set this invoice to "paid". Now the customer wants to return the product within the return period. How can I create a credit note?
1 upvote
3 Replies
Accepted solution
Most Valuable Member | Elite Partner
September 04, 2024 10:18
Hi @PhilippL and welcome to the HubSpot Community. Unfortunately, HubSpot doesn't have a built-in feature specifically for creating credit notes a...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
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.