DepositFix Payments, Invoicing
Automate Deal to Cash: Payment, Billing and Invoicing for HubSpot
Byggd av - DepositFix
Installationer - 600+ installationer
Betyg - 4,8(26)
Krav
HubSpot-plan Fungerar med alla HubSpot-planer Läs mer Behörigheter för HubSpot-konto - Visa de obligatoriska kontobehörigheterna
DepositFix Payments, Invoicing prenumeration - Starter, Professional, eller Enterprise planer
Översikt
1/6
Automate your entire Deal to Cash processes. DepositFix streamlines how companies get paid.
DepositFix goes beyond simple payment processing by automating invoicing, payment collection, and post-payment workflows—all within HubSpot.
Whether you're sending invoices, managing payments, or automating post-payment tasks, DepositFix eliminates manual work, reduces errors, and speeds up the revenue cycle.
Dynamic Invoicing: Automatically generate customizable invoices directly from HubSpot deals with real-time updates based on deal data.
Automated Payment Workflows: Create seamless post-payment workflows—automatically send invoices, track payments, and trigger follow-up actions like adding customers to email lists or registering them for webinars.
Multiple Payment Methods: Offer a variety of payment options, including credit cards, Apple Pay, ACH, and more, for greater flexibility.
Surcharge Management: Add surcharges for specific payment methods, such as credit card processing fees, to ensure accurate and transparent billing.
Automated Invoice Sending: Set up HubSpot workflows that send invoices automatically when deals reach certain stages, reducing manual follow-up and ensuring timely payments.
Sync with Accounting & CRM Tools: Automatically sync payment and invoicing data with popular accounting platforms like QuickBooks and Xero, or use Zapier to connect with thousands of other apps.
Egenskaper
Product Catalog: Your Gateway to Payments, Billing, and Checkout
Manage your product catalog with a flexible product model. Accept one-time and recurring payments. Product options include payment plans, add-ons, volume-based pricing, date-specific pricing, and deposits. Track product inventory effectively.
Checkout Experience: Seamless Payments and Flexible Options
Embed payment forms anywhere on your website or utilize customizable hosted checkout pages. Group and bundle products to create tailored offerings. Automatically calculate and apply sales tax for accurate billing. Test the entire checkout process in a sandbox environment, ensuring everything works perfectly before going live.
DepositFix Discounts: Flexible and Dynamic Promotions for Every Need
Boost conversions with DepositFix’s versatile discount tools. Create percentage or fixed discounts, early bird offers, volume-based deals, and dynamic, auto-generated codes. Customize parameters like expiration dates, usage limits, and applicable products—all seamlessly integrated with HubSpot.
DepositFix Customer Billing Portal for Self-Serve Account Management
Customers can update payment methods, view and download invoices, manage subscriptions, and modify plans—all in a secure, branded environment. Reduce support requests and improve the customer experience, fully integrated with HubSpot.
Various Payment Methods: Credit Cards, Wallets, Bank Transfers & more
Accept a variety of payment methods, including credit cards, Apple Pay, Google Pay, PayPal, and bank transfers (ACH, BACS, SEPA), for global flexibility. Manage surcharges seamlessly and securely store payment details to enable future transactions or delayed charges, ensuring convenience and streamlined payment processes.
Appfunktionalitet
Delade data
Contact Properties | ||
CRM Extension | ||
Forms | ||
Payment | ||
Timeline | ||
Workflows |
Recensioner
4,8
26
4,8
26
- 23 apr 2025
Anpassad betalningslösning löser äntligen våra komplexa faktureringsbehov
Vi har ett mycket specifikt användningsfall för fakturering och betalningar som den inbyggda HubSpot-processen inte kan hantera. Bristen på negativa rader, kreditnotor och flexibla uppskattningar höll oss låsta i äldre programvara under den bättre delen av 3 år. DepositFix har tillhandahållit en helt anpassad utbyggnad och den typ av direkt integration i HubSpot som kommer att höja vår kundupplevelse genom leverans och samlingar. Vi har nu känslan av en företagstjänstleverantör eftersom våra betalningskvitton inte längre är märkta med Stripe. Vi kunde inte vara nöjdare.
Anpassade lösningar, direkt integration mellan HubSpot och QBO, bra team att arbeta med, mycket rimligt prissatt för anpassade lösningar.
Nackdelen är HubSpots brist på fakturakapacitet och därmed behovet av en tredjepartsupplevelse. Inga problem med Deposit Fix.
Knight, J.
- 26 jul 2024
Très bonne intégration pour les dons en liegne
Depositifix est une super solution pour déployer en no code des modalités de paiement complètement intégré à HubSpot et notre site web. Ce solution permet à la fois de faire du paiement et de la gestion de don. La réactivité, la gentillesse et la compétence de l'équipe support est excellente. Après notre premier déploiement, il nous ont guidé facilement sur l'optimisation de notre processus.
Permettre de gérer des formulaire HubSpot de dons en ligne connecté à stripe et HubSpot.
Une tarification et une transparence a toute épreuve
Nous travaillons avec eux pour le paiement en SEPA adapté a l'europe qui serait un vrai plus, mais devrait arriver dans quelques temps !
Deconinck, J.
Hälso- och sjukvård - 201 till 1 000 anställda
Prissättning
Starter
75 US$
/månadEssential Features
Embed Anywhere
Unlimited forms and products
Basic integrations
Different product styles
Different payment methods
Global payments
Multi currency
1 payment gateway
Starter
75 US$
/månadEssential Features
Embed Anywhere
Unlimited forms and products
Basic integrations
Different product styles
Different payment methods
Global payments
Multi currency
1 payment gateway
*Priserna här är endast avsedda som exempel. I priserna ingår inte skatter, incitament, rabatter eller andra prisvariabler. Ta kontakt med partnern för den senaste och mest uppdaterade prisinformationen. HubSpot har inget ansvar för den här prisinformationen, vilken tillhandahålls av våra partner. Priserna uppdaterades senast: 2024-12-01
Mer information
Byggd av - DepositFix
Installationer - 600+ installationer
Kategorier Språk som denna app finns på Engelska
Nykomlingar
