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1stClaas
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Mitglied seit ‎Okt 24, 2019
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SCoudeville on Februar 16, 2024
Change invoice template
I want it to be possible to change the invoice template. For Belgian companies it is obliged to note the VAT number of the customer on the invoice. Also i would like to change the lay-out and offer a way to pay by bank transfer.
Antworten Idee Snippets & Templates
8 Likes
4 Antworten
1stClaas
Mitwirkender/Mitwirkende
April 18, 2024
We'd also seek to add custom invitation texts for expressing our kind suggestion to pay asap 😉
1stClaas on April 18, 2024
Dunning for Invoices
We wanted to use Hubspot invoices manually, since there are only little invoices we create per month with very high volume (hence to expensive with STRIPE). Now, as far as we understand dunning is a very dangerous process with lots of communication Beitrag ansehen
Antworten Idee Payments Products and Quotes Workflows
0 Likes
0 Antwort
1stClaas on April 18, 2024
Cancellation Note for invoices
Currently, there is no way you can create a cancellation note that equalizes / terminates an invoice. In Germany it is not enough to send an email to your customer letting them know the invoice is no longer due. There needs to be an official docume Beitrag ansehen
Antworten Idee Payments Products and Quotes
0 Likes
0 Antwort
1stClaas on April 11, 2024
Mark quote as signed even when online sign is active
Currently, when you give space for digital signature on a quote, we often get the quote back signed manually, even when there is no space. The reason is 50% customers are digitally not ready to sign (I know it should be easy but you know...), and 5 Beitrag ansehen
Antworten Idee Products and Quotes
1 Likes
1 Antwort
1stClaas on April 04, 2024
Add properties to slack integration settings
It would be very helpful if it was possible when setting up slack channel connection to decide for specifiy properties of a dataset, e.g. deals sign date of an offer, or change of phase etc., to forward also these informations to the selected slack Beitrag ansehen
Antworten Idee Integrations
0 Likes
0 Antwort
1stClaas on April 04, 2024
Add Slack Channel connector to tickets
Currently, you can connect companies, contacts or deals with Slack Channels. Unfortunately, this is not yet possible for tickets.
Antworten Idee Integrations
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0 Antwort
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