Enhancements to the Stripe integration built by HubSpot
The HubSpot Stripe integration is a great way to collect credit card payments and simplify the quoting process but that is about all it is good for. Don't get me wrong I love getting paid, but some of my clients prefer paying with an ACH transfer over a credit card.
If you look across the forum you will find that it is chock full of people asking for additional functionality from the payment option. And now with the Custom Quotes and all of the other enhancements made in the sales arena of the platform, improving the stripe integration is now a critical step. We have clients that have bought into the platform only to be disappointed by the lack of functionality offered by the integration and move away from doing their quoting within the platform.
The main limitations that we see creating to most friction are:
The only way to receive a payment is through a Credit Card transaction which means that if a customer wants to pay via a bank transfer, Apple Pay, or Google Pay they can't. This means our clients and ourselves have to go and generate a separate invoice directly from within Stripe and send it to the customer.
The ability to use Stripe when there is a line item that has no price. As an agency, our customers purchase points to use on products and services. The products and services then have a points value associated with them but there is no cost. Now, when we add those line items to the quote we are unable to request payments from within the quoting tool.
Ability to manage payments from the HubSpot platform for customers. At the moment if a customer has a payment that fails we can have stripe configured to send them an automated email but they are unable to manage the payment from that email. And there is no place in HubSpot to see that they have an unpaid balance.
Closing these gaps by improving the ability of the two systems to talk would go a long way to making HubSpot be the single source of truth for our company and for our customers. At a minimum, the ability to accept payments from all of the forms that Stripe supports, have the product library sync between the systems, and be able to select a matching product, and still be able to accept payment on items that don't have any price would make the HubSpot quoting tool valuable to a much larger user base.
Giving the ability for users to manage their payments, view paid invoices, and update payment methods would be nice to have. This capability is offered by many companies and is even offered by HubSpot to customers for paying HubSpot. By enabling the integration to have this capacity would improve client buy-in and provide an effective solution to managing payments and invoices in relation to payments made using the HubSpot quoting tool.
Fully support this. It's also impossible to receive payment through Stripe when you apply a line item discount and a global discount. We can't be the only company who gives multiple discounts?
Yes creating an invoice in stripe needs to then connect to the hubspot contact record! This is mandatory at a minimum otherwise you have to use hubspot quotes to do invoices and the options are limited compared to stripes invoicing.
In order for it to make sense in the netherlands we definitely need Ideal support. Best option is to look at the connected stripe account for all allowed options.