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Jeroen18
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Member since ‎Feb 4, 2021
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  • Upvotes Received
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FDuinstra on October 30, 2024
Create credit invoices
I own an ecology company and sometimes need to void an invoice already sent to a client. This can happen because of mistakes or, for example, when bigger clients with multiple contacts prefer that the invoice be addressed to someone else within the read more
Reply Idea Integrations
2 upvotes
1 Reply
Jeroen18
Participant
November 13, 2024
@hubspot Just remove the constraint that the invoice amount has to be greater than 0. That can't be that hard and it solves a lot of th ecredit...read more
SLalonde on January 29, 2024
Why can't I finalize an invoice that has a $0 total?
It happens that we often sell a service as a promotion to attract new customers and give a 100% discount on it, ex: a free consultation. I want to be able to invoice it to record the work done and have it record as a $0.00 item. However HubSpot wo read more
Reply Idea Deals Payments
8 upvotes
3 Replies
Jeroen18
Participant
November 13, 2024
We need to be able to send €0 invoices and we need to be able to send invoices with a negative amount (credit invoices). This is so normal in B2B tha...read more
AnnaQ on June 12, 2024
Apply Taxes on Line Items
What is it? Users will now have the ability to create, organize, and apply tax rates on individual line items across all tools such as Quotes, Deals, Payment links, Invoices, and Subscriptions. Why does it matter? Customers may require tax read more
Reply Blog All Product Groups
3 upvotes
7 Replies
Jeroen18
Participant
July 31, 2024
I tried this. But I do not understand why the tax per line item can not be configured in the product library. As a result I have to add the tax for ...read more
Jeroen18 on May 02, 2024
Prevent emails from a connected inbox to not be marked as spam
Use case: We send invoices from a 3rd party system - not connected to hubspot. We us invoices@ourdomain.com as the mailbox where we send the emails from. We connected that outlook emailbox to hubspot. We send out the invoice from the 3rd party read more
Reply Idea Conversations
1 upvote
0 Reply
AleM on January 29, 2020
Restricting Quotes
Hey there, Upon setting up user permissions for our team, I realized we cannot restrict access to quotes. For an organization that uses external means of invoicing, this can come with a downfall. It would be useful to restrict access to using th read more
Reply Idea Products & Quotes
47 upvotes
17 Replies
Jeroen18
Participant
March 18, 2024
Huspot has released (Q4 23) functionality to archive/delete signed quotes and quotes pending signature . Everybody can archive signed quotes a...read more
Solved
JanB on May 19, 2020
CSAT Survey
Hello, I want to be able to auto send the CSAT survey when a ticket is set to closed, but it seems HS won't allow me to re-enroll customers who have already been sent the survey. Ideally, I'd like to send to any contact who have a ticket set to read more
Reply Discussion Survey Setup
4 upvotes
8 Replies
Jeroen18
Participant
November 10, 2023
Hi @rvzello , Thanks for your very straightforward solution. Beautiful in its simplicity. What I do not yet grasp, is do I prevent surveys being ...read more
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