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SaaSGuy
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Member since ‎Feb 23, 2021
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Dale McVeen

Over 25 years in an B2B MSP role focused on providing/supporting data migrations and cloud-based data backup. Over the years also instrumental in establishing internal sales processes. including CRM quoting automation.

Activity

SaaSGuy on August 06, 2025
Subscriptions & Subscription Invoicing
Does anyone actually use HubSpot Subscriptions? It looked promissing at first. But we got 80% of the way migrating from using Deals to Subscriptions for processing annual SaaS-based data backup service renewals for our clients, only to find very l read more
Reply Discussion Deals
0 upvote
1 Reply
SaaSGuy
Participant
March 10, 2025
Reply to No option for adding attachment on Invoice emails
You are correct in your understanding of what we wanted to do, however when we clicked "send" from the actions dropdown on the actual invoice, we ass...read more
SaaSGuy
Participant
March 06, 2025
Reply to No option for adding attachment on Invoice emails
Sure. Looking for the option to attach any appropriate doc (PDF) to the subscription we are submitting the 1:1 invoice for, directly to the email, n...read more
SaaSGuy
Participant
March 06, 2025
Reply to When creating a subscription invoice, I don't have the option to select custom payment terms
We bill for "annual" subscriptions with payment due before the current period expires. We also do not invoice on the exact date ahead of time for ea...read more
Solved
SaaSGuy on March 05, 2025
No option for adding attachment on Invoice emails
An option to attach a document(s) using the internal email template for sending an invoice does not exist. Am I missing something?
Reply Discussion Recurring Payments
0 upvote
4 Replies
Solved
SaaSGuy on March 05, 2025
Unable to create a custom Invoice due date from Subscriptions
Auto invoice creation from Subscription setup does not allow for a custom billing due date, only "due on receipt" and various "net Terms" exist as the only options. We need the option to establish a custom bill due date, say by the expiration of a read more
Reply Discussion Recurring Payments
0 upvote
1 Reply
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