There is a problem with the way fees are charged. Deposit should be the full amount and then a fee charged afterwards. Here is why:
We create Hubspot Deals with an amount. The Hubspot invoice and payment is created from the Deal Amount. Th read more
It's in the name: Don't make mistakes permanent. If you mark an invoice paid by accident, you cannot fix it. If you apply a payment by accident, yo...read more
There is a big problem with this. We often run into times where we send an invoice, collect a deposit, then while doing the project, we need to add items to the invoice, or charge a fee due to credit cards. We need this to be an option.
It read more
Tina, this also needs to be available for PAID invoices. Someone could have accidentally marked an invoice paid, or accidentally created and marked p...read more
QBO can void a paid invoice. This SHOULD be possible. Hubspot should have no restrictions on invoicing anyway. The information should be accurate, ...read more
This is a huge issue and there seems to be no reason for it. It is impossible to Delete or Void an invoice after a certain point. If an invoice is accidentally marked paid it's locked. You can't delete it, void it or unassociate it, so it is just read more
The idea would be to have a workflow turn on or off based on a date, preferably date and time. Or have the ability to have a trigger turn off or on a workflow. The main goal here is something I've had multiple people ask me for. They want a r read more
When a migration happens, Hubspot sets a create date. This date is automatic and unchangeable. That ruins the point of the field completely. It gives unchangeable data that is inaccurate. We should be able to change the date to when it was creat read more
There is a big problem with this. We often run into times where we send an invoice, collect a deposit, then while doing the project, we need to add items to the invoice, or charge a fee due to credit cards. We need this to be an option.
It read more
There is a problem with the way fees are charged. Deposit should be the full amount and then a fee charged afterwards. Here is why:
We create Hubspot Deals with an amount. The Hubspot invoice and payment is created from the Deal Amount. Th read more