Automated Invoicing & Surcharging
We’re thrilled to announce our newest feature: Dynamic Invoicing. Now, you can generate and send fully customizable invoices directly from your CRM deals, automating the entire billing process without ever leaving your CRM (be it HubSpot or any other).
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Automate Payment Workflows with Zapier Integration [Beta]
Our new Zapier integration which is currently in private beta expands DepositFix's capabilities far beyond HubSpot. DepositFix now connects seamlessly with over 2,000 applications, enabling businesses to automate payments, billing and invoicing workflows and enhance efficiency across various platforms.
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DepositFix has become a billing platform that consolidates payments, billing, and revenue management. It solves financial data chaos for high-growth companies, offering a single source for customer payment data — powerful and flexible, yet simple to navigate.
And while previously HubSpot was required to use DepositFix, you can now use DepositFix on its own (and other CRM integrations are coming soon).
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Dynamic (auto-generated) Discounts allow you to automatically create discount codes via a HubSpot custom action, this is particularly useful when you want to automatically create unique discount codes and share them with one customer at a time, following a specific purchase, or as part of a campaign.
FB Pixel Tracking allows you to track purchase events made on your form directly, without the need to implement any additional coding. To set up FB Pixel tracking, from your dashboard, go to Analytics and add your Facebook Pixel ID
GA4 Tracking allows you to track purchase events made on your form directly, without the need to implement any additional coding. To set up GA4 tracking, from your dashboard, go to Analytics and add your Google Tag (G-ID)
DepositFix now creates line items inside the deals for each product, discounts,s and tax amounts. This is especially helpful when there are multiple products in order.
You can use the product ID to load the form with a preselected product from the product list. This is beneficial if you'd like to direct people to a page with a specific product preselected but still offer them the chance to use other products in the same form. To preselect a specific product from a form, you can pass product ID as a URL parameter like ?dfpr=<ID>
You can now group products of the same type (all single payments, all subscriptions, etc.) together as radio buttons instead of the default dropdown view.
The Countdown Timer feature allows you to offer exclusive, time-limited offers to your customers. Each timer can be specifically set for a person and will automatically count down for a period that you can specify in hours, minutes, or days. Once the timer is done, the price will automatically increase by the amount you specify.
With the upsell module, you can offer your customers post-purchase upsell offers, i.e., after the checkout is done. Customers can buy these upsell products in just one click with no hassle of re-entering the payment details or filling the form again.
You can style the billing profile to match your website or your branding style, using custom CSS. This will allow you to seamlessly style and design your customer's billing profile as you'd like. From your DepositFix dashboard, click on Settings > Billing Profile, scroll down to Custom CSS, and add your code.
This new style editor allows you to change your form styling (i.e. colors, font size, font family, etc) from the Styling tab in your form builder. In the form builder, click on the Styling tab.
Our brand new DepositFix membership add-on (BETA) works on any CMS (Wordpress, Wix, Squarespace, HubSpot, etc.) and allows you to limit access to pages and content on your website to certain members. DepositFix will take care of members' login, access levels, permissions, etc.
You can invite multiple users to have access to the same DepositFix account. To invite a new user, from your DepositFix dashboard, click on your name to open the settings menu, then select Users. Only DepositFix admin users will be able to invite additional users. The admin user is the first user that is connected to DepositFix.
We have implemented a 2 step login to DepositFix; this will allow the system to pick up your email and either connect you to HubSpot directly (for HubSpot connected accounts) or connect you through email and password (for DepositFix standalone accounts). If you logged in with your HubSpot credentials previously, add your HubSpot email address in the email field.
You can now create Stripe Discount Codes for both recurring and single payments from the DepositFix app without the need to open Stripe. Discount codes will work for both subscription and single payment products.
From now on, you can sign up for your brand new, stand-alone DepositFix account using your email and a password of your choice; this will create a new stand-alone DepositFix account for you, which you can use to connect your HubSpot portal(s) to.
You can now skip connecting your Stripe account when you first sign up to DepositFix, and instead, use our test Stripe account for testing. This is very useful if you want to get set up and test quickly or don't have a payment gateway yet.
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You can now select the default pipeline and deal stage you'd like the deal to fall into (if you're looking to use different pipelines and stages for different forms, you can use our custom deal properties)
DepositFix now has a new timeline event for cancellation, which allows you to run automation and workflows based on cancellation. This is particularly useful if you are looking to run some actions following a cancellation (i.e. send emails, unsubscribe from a list, update properties, etc)
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Multi-step forms allow you to separate your form into smaller sections to enhance user experience. This is particularly useful for longer forms or when you want to guide your users through a step-by-step process.
If you're working with different clients or processing different currencies in different projects, you can easily connect multiple Stripe accounts to your DepositFix account. To add a Stripe account, Log in to the DepositFix app and go to settings > Stripe > Add new account.
You can use the custom actions in HubSpot workflows to create charges or subscriptions from the workflow itself. This makes it easier to add follow-up charges, upgrade subscriptions, etc.
You can pass discount codes as part of the URL; this is particularly useful for promotional URLs when you don't want people to enter the discount codes themselves or when you want to pass dynamic URLs for different pages. To pass discount codes through URL, you will need to add "?discount=YOUR_CODE" to the end of your URL.
Refunded payments are now logged in DepositFix and HubSpot. You can easily identify refunded transactions as they will always appear in negative values and a "refunded" status.
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DepositFix now supports product-specific coupon codes for recurring payments (subscriptions). In Stripe, create a new coupon code, and make sure that "Apply to Specific Products" is enabled.
DepositFix now supports Adaptive Pricing, both for single payments and subscriptions. Adaptive Pricing means adjusting the price to meet the demand. Meaning that you can offer different prices on the same product, based on the number of purchases, or a certain date, etc.
Set a minimum donation amount for your donation products to limit any lower donations. Leave empty for no minimum limits.
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You can allow your customers to change and update their subscriptions from the billing profile. Furthermore, you can control which subscriptions they can change into.
Control your discounts further with the new discount settings, from the discount page, set the number of times a code can be redeemed, how long the code is active for, and limit the code to specific forms.
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A very common type of discount merchants usually offer is trial days, which allows you to give a number of days as a trial with Stripe subscriptions. Trial days discounts can be created in the DepositFix app itself. From your dashboard, click on the Discounts tab, and Create new discount. In the new discount code page, select Trial Days as the discount type, and add the number of days you want to offer.
DepositFix provides you with landing pages, that will take you directly to your form, without having to embed your form in any other page.
Your can process payments offline (payment by purchase order, mail checks), with the Offline Payment option, this will allow you to collect customers information, without any credit card or payment information. To enable Offline Payment, from your form builder, scroll down to Payment Methods > Offline Payment
You can change the labels of all DepositFix form elements, directly on the form builder. You can use this feature to translate the text on specific labels, or change the text to something that is more relevant your terminology or branding.
DepositFix now shows the frequency of the subscription (i.e monthly, yearly, etc), in the total amount. It will also show the number of charges (i.e yearly x 2) if set as well.
With DepositFix, you can now calculate sales tax dynamically, based on location. You can use this feature to determine whether your customers should be charged a tax or not, and how much. DepositFix takes care of that for you automatically, using our integration with TaxJar, the form will automatically check the location (this works for all countries), and determine the tax amount accordingly.
You can now further customize your payment process and show separate fields for the card number, expiry date, and CVC. You can do that by adding the following line of code to your embed code: settings: { stripeSplitElements: true }
You can now test your live forms on your landing page itself, without having to switch your environment or re-connect your stripe accounts by using a URL query parameter. This is particularly good if you're looking to test a new change, or debug an issue with your live page, or test the full customer experience. In order to do this, you need to simply add "?df-test=true" at the end of your page URL
You can now build form templates, or clone forms to avoid building the same forms over and over again, and also to eliminate the possibility of any errors while building them. The clone form feature saves you a lot of time and effort and ensures that your forms are cloned correctly. To clone a form, locate the form you would like to copy in your dashboard, and simply click on "Clone". The new form will copy all the settings from the original form, including the HubSpot Form, product names and types, prices, and callbacks, styles, as well.
In HubSpot, a deal represents an ongoing transaction that a sales team is pursuing with a contact or company. Depositfix lets you create deals automatically with every transaction. Once you've enabled deals creation, a deal will be created in HubSpot automatically every time the form is submitted and a successful transaction is made, the deal will be associated with HubSpot Contact that specified on submitted form (using the email field).
When creating a donation product, you have the option to select the default recurring option (i.e one time, or monthly). The default option will be pre-selected when the form loads, making it easier for you and your customers to process donations. This feature will only work for Donation products, where "Donation" is selected as the payment type.
- With the new billing profile features, the billing profile page can be more personalized with your company name and logo. - For recurring subscriptions, your customers are now able to cancel their subscriptions anytime. From their billing profile, they will be able to see a list of their recurring subscriptions and cancel them accordingly (this is only available if the "Allow to cancel subscriptions" option is ON).
- With this new update, you can now set up pre-defined donation amounts in your form, so it's even easier for your customers to complete. - You can create up to 6 quick gift buttons as you want, with different amounts. And you can also set a default button, so it's selected automatically if no amount is selected.
You can now change the text on the form submit button, right from the DepositFix form builder, simply write the text in the "Pay Button Text" field, and you should be able to see the changes immediately.
You can choose where to show the amount field on your form, with our new "Put donation field on top" option. When checked, this option will move your donation amount field to the top of the form. *(this will only work for donation forms when donation is selected as the product type)*
You can also add the option for donors to cover the processing fees of their donation when you check "Ask to cover processing fees" in the DepositFix form builder. *(This is only available for Donation when Donation is selected as the product type)*
- Say you want to allow your customers to change the quantity of the product they would like to purchase, you can do that within the form builder by checking "Allow to change quantity". - This can now be used in conjunction with addons, where you're able to select an addon to be added with a specific product, you can also change the quantity of this addon.
- If you're offering a core service at no cost (i.e a free consultation session), but you still want to capture the information of your customers, you can use the "No Payment" product type from the DepositFix form builder.
If you want to offer a recurring "bonus" service, to be selected as an addon to the main service or product, you can now do that within the DepositFix form builder. Simply, create a new subscription product, and check "Addon".
When building a webhook, you can refer to a specific stripe plan immediately, using the "Stripe plan ID" dropdown.
Now, you have the ability to inherit the original HubSpot CSS styles on your DepositFix form. Form the DepositFix builder, click on "Advanced Options", and check "Apply original HubSpot form styles".
On Saturday, September 14, 2019, the new requirements for online payment authentication went live in Europe.DepositFix clients don’t need to add any authentication steps to their payment flows, because we’ve already done it for you. All DepositFix accounts are now SCA compliant. More details here: https://www.depositfix.com/blog/sca
- Search possibility in Stripe Plans and HubSpot forms dropdown in the Form Builder. - Other Form Builder updates
- Discount text fixed on Sale Transaction detail page for both fixed and percent discounts. - Updating HubSpot Contact df_discount property after Stripe Coupon has been applied on Subscription payment. - Calculating tax for Single Payment. - Fixing different amounts on Stripe dashboard and HubSpot timeline event in case of decimals rounding. - Amount rounding half up set on HubSpot contact 'df_all_payments' and 'df_outstanding_amount' properties.
- Updating Charge's and Invoice's metadata from Customer's metadata. - Rounding Stripe Plan amount to 2 decimals in the dropdown description. - Removing Stripe Plan amount zero decimals in the dropdown description. - Adding all Stripe currencies to pages where currency dropdown is included (Form, Form Builder, Webhook Builder, CRM extension for Single Payment).
- Webhook Builder release - charge existing customers via HubSpot workflows: https://help.depositfix.com/article/show/72058-webhook-workflow - Sending additional data within new Stripe Customer request (name, phone, description, invoice prefix, shipping, tax info etc.). - Saving contact's first and last name correctly from Stripe Customer object. - New HubSpot fields 'outstanding amount' and 'all payments' added. - Handling PayPal's discountId in webhooks and saving transaction discount to the database.
- Possibility to add Stripe tax when creating a subscription. - Added option to send custom footer text on Subscription's invoice.
- Subscription plans list ordering alphabetically from A-Z on Form Builder and HubSpot CRM extension pages. - Setting fallback for Stripe charge when mode is not provided in request (making old version of PayPal backward compatible). - Handling HubSpot API contact update request failure in case user connection is invalid, by taking next user connection and re-trying. - Updating to latest Stripe API SDK version in order to fix decimal coupon values. - New HubSpot properties added (Discount and Last Transaction Date).
- Fixed workflow enrollment for contacts with "+" sign in email. - Handling PayPal webhooks with status "Pending" and "Denied".
- Set contact direct billing property URL instead of redirection one. - Currency is parsed from PayPal's webhook and it'll be the same as provided in the DepositFix form currency parameter. - PayPal recovery mechanism to take payer's email as fallback in case form's email wasn't submitted correctly or validation was broken. - Pagination added to Contacts page. - Pagination added to Sale Transactions page. - Added payment processor information (Stripe / PayPal) on HubSpot timeline event data. - Added payment type information (Test / Live) on HubSpot timeline event data. - Automatic import of all Stripe Customers, even the ones created before integrating with DepositFix application. - Automatically re-run failed transactions. - Billing profile page for updating customer's credit card details. - Improving the performance of Contacts updating.
- PayPal "Single Payment + Subscription" payment type implemented. - Transaction ID link removed on HubSpot timeline event for PayPal transactions. - Importing of all Stripe Customers for specified Portal. - Added new Contact property "created" in order to have information about Contact's creation date. - Fixed error when sending empty product name to Stripe API.
Discover the hidden automation potential in your payment, billing and invoicing workflows. Talk to our experts for a free assessment!
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