Hubspot Payment Process When A Deal Has A Delayed Payment

From time to time we pause payments or take one payment and delay the start.

Delayed Payment Process

As we run end of year specials and sell spots in advance we will need to make sure that we handle payments and commissions accurately. 

  1. Set the deal payment up to take a 1 time payment (the first payment)

  2. Create a task to set up the second payment link (subscription) at the agreed date

  3. Set the commissions up to a subscription

  4. Go into the deal commissions and update the dates 

Here is a video on how it works

 

Delayed Start Date Hubspot Payments & Commissions