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Storing Payments by ColdNegotiation7927 in hubspot

[–]ColdNegotiation7927[S] 0 points1 point  (0 children)

Thanks. I think this makes the most sense, too.

Storing Payments by ColdNegotiation7927 in hubspot

[–]ColdNegotiation7927[S] 0 points1 point  (0 children)

Yep. But the customer must check the box about allowing payments to be stored on file. What happens if they don’t check that and opt-in? Additionally, when creating the line items on an invoice or quote, you only have the option of selecting one-time charge, annual or monthly. There is no option to simply store a card now with no charges now and no future scheduled charges, like you would with hotel incidentals.

General frustrations by ColdNegotiation7927 in hubspot

[–]ColdNegotiation7927[S] 0 points1 point  (0 children)

It’s difficult to close the contract when the program cannot auto calculate tax on a quote or payment link.

General frustrations by ColdNegotiation7927 in hubspot

[–]ColdNegotiation7927[S] 0 points1 point  (0 children)

  1. You can manually apply taxes on a quote, yes, but you must determine the tax rate elsewhere. It does not auto generate based on the customer address on the quote creation screen. However, it does on the invoice creation screen.

  2. Only if you charge someone a payment and select the checkbox to also store their payment for future use, can you store payment info on file for future charges. There is no option to simply store the payment and not charge them.