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Hubspot invoice for Purchasing

hey everybody Justin Gibbons here from image in a box and I want to talk about a really awesome feature out in HubSpot payments specifically payment schedule so a lot of businesses might need this where you want to charge you want to lay out sort of the whole schedules of payments but you couldn't do that before with HubSpot quotes it would just say here's everything you had to do a lot of custom descriptions and you couldn't really lay out like what the interval of payments were now one thing that I do know that's coming down the pipeline foreign is being able to take this unique configuration of payment schedules automatically in HubSpot that is coming I was speaking with Ethan over at HubSpot payments product team uh the other day and I'm super excited about that um so we'll have to wait for that but this is a great way to present the payments um in a nice quote form to show the End customer what's going on and from that point seeing and giving them that visual of hey this is how the payment schedule is going to work and then I'm going to send you invoices with payment links and those kind of things through the deal later with this one simple quote set up so what I'm going to do is I've got some line items here and let's see here we're going to edit come back I'm going to delete these and create some new ones for you to show you what I'm talking about so we're going to create a custom line item here so we're going to create three different items so like up front Milestone one and Milestone two so upfront fee and we'll say that price tag is a thousand and it's a one-time cost all right um you might also let's call that onboarding onboarding sounds a lot better onboarding fee so we're gonna hit save then we're gonna add another custom item and then we're going to say Milestone number one completed all right and then we're going to charge 1500 at that point and then the last one is project completed milestone Milestone project completed now in that case so if you think about your Professional Services maybe an accounting a CPA firm you might have Milestones based on how you're onboarding the customers and then when the fee schedules come out and we're going to call this a we're going to say this is the two thousand dollar fee all right so now I've got my total contract value my annual value all those are there in that same thing I'm going to move my little bubble come down here and hit save and move my bubble over here hit save update the lantana perfect I always like keeping the quote values there I'm going to say create quote one of the big things to use payment schedules is you can't be using the Legacy templates you have to use the modern or basic original so with that you're going to go ahead and set your details as you normally would set your terms your comments in that same sense I'm going to hit next I've got these people added to this deal next this is all good now my line items are all still here if this is grayed out down here that is more likely because you have a recurring item or you're not using the latest templates from HubSpot quote you've got to use those latest templates not the Legacy template so if I say let's turn this on we're going to break out three payments as in Milestone one and Milestone 2 okay and then we're gonna call this one onboarding all right so now I'm going to do my breakouts of 1500 and 2 000 which now it's saying hey you're over by a lot and this one's my thousand do upon receipt okay so now we've got that schedule laid out when and you could say on a specific date so let's say we expect the Milestone one to be completed there and then Milestone number two let's say not there uh Happy New Year's of 2023. with that I'm going to go ahead and hit next cool thing is we're not taking payments on payment schedules we're just outlining them okay this is just to set up the deal to get that signature I'm going to say the signature is going to be this person then if I zoom in you can see all the line items when those are complete then scrolling down I Zoomed In Too Close you can see the payment schedule this is where you can outline have that person sign it say this is exactly what the whole Project's going to cost here but our projected timelines and we'll invoice you on that payment schedule this is a great way I know talking to the product team they are working on it making it even more effective and more and taking those unique payment Styles but this is how you can present a payment schedule and make it work for you um I like to cover everything sales deals related in HubSpot so if you have any questions there or even on the service Hub how to best work ticketing let me know I love maximizing HubSpot and making it the best Automation in your single source of Truth have a good one