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

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 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

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

Hi Community ! I am currently trying to create a property that calculate the deals count over a specific period of time. What I am trying to achieve : - Calculate deal count for the first quarter of the year - Calculate deal count for th read more

Hi all, Wondering if anybody has found a way to use a workflow to update multiple currencies on products. Basically to use the base price/currency and then re-calculate the additional currencies based on the exchange rate set in the HubSpot curr read more

We are building eshop on website upgates.cz they are providers of easy builder of eshops. So we are creating our own eshop on their website that will be put on domain obrstoly.cz. For example, we use hubspot for landing pages, and than the landin 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

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?

Hi all, Im new to Hubspot so aplogies if this is a bit simple, but Im having issues getting to grips witht he product views. My assumption was that each view was a seperate list and you could choose which view to add a new product to when you cr read more

If the DepositFix charge has failed on the third time, can we notify our internal team to call the customer? If so, does anyone know how a workflow is made for this?

Hi, Does anyone know how to set up a workflow in HubSpot to notify us every time the payment has failed? It only notifies me once the payment fails. We want to be notified whenever the payment fails (2nd,3rd,4th...)