DepositFix Payments, Invoicing
Automate Deal to Cash: Payment, Billing and Invoicing for HubSpot
建立者 - DepositFix
安裝次數 - 超過 600 次安裝
評分 - 4.8(26)
要求
HubSpot 版本 適用於所有 HubSpot 版本 了解詳情 HubSpot 帳戶權限 - 檢視所需的帳戶權限
DepositFix Payments, Invoicing 訂閱 - Starter、Professional或Enterprise 版本
總覽
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.
功能
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.
應用程式功能
共用資料
Contact Properties | ||
CRM Extension | ||
Forms | ||
Payment | ||
Timeline | ||
Workflows |
評論
4.8
26
4.8
26
- 2025年4月23日
定制支付解决方案终于解决了我们复杂的发票需求
我们在开票和付款方面有一个非常特殊的用例，而 HubSpot 本机流程无法处理这些用例。由于缺乏负行项目、信用备忘录和灵活的估算，我们被锁定在传统软件中长达3年之久。DepositFix提供了完全定制的构建，并与HubSpot直接集成，这将通过交付和收款提升我们的客户体验。我们现在有了企业服务提供商的感觉，因为我们的付款收据不再打上 Stripe 的烙印。我们非常高兴。
定制解决方案、HubSpot 和 QBO 之间的直接集成、优秀的合作团队、定制解决方案的合理价格。
缺点是 HubSpot 缺乏发票功能，因此需要第三方体验。存款修复功能没有问题。
Knight, J.
- 2024年7月26日
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.
醫療和保健 - 201 至 1,000 位員工
Starter
US$75
/ 月Essential Features
Embed Anywhere
Unlimited forms and products
Basic integrations
Different product styles
Different payment methods
Global payments
Multi currency
1 payment gateway
Starter
US$75
/ 月Essential Features
Embed Anywhere
Unlimited forms and products
Basic integrations
Different product styles
Different payment methods
Global payments
Multi currency
1 payment gateway
* 此處顯示的價格僅供參考。所有價格均不包含稅金、獎勵、折扣或其他價格變數。如需最新的正確價格資訊，請連絡合作夥伴。HubSpot 對合作夥伴所提供的價格資訊不承擔任何責任。上次更新價格時間：2024/12/01
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