Update your payment method and billing contacts

You must be a billing admin to update your HubSpot account's payment methods and add any billing contacts.

Learn how to change the company name on your invoice and receipt.

Add a payment method

To add a new credit card to your account:

• In your HubSpot account, click your account name in the top right corner, then click Account & Billing.
• At the top, click the Payment Methods tab.
• Click Add a card to add a debit or credit card.
  • In the right panel, enter your credit card information. To allow admins to use this payment method in the future, toggle the Allow all admins to use this payment method switch on. 
  • Click Add.

• Click Connect a bank account to connect a bank account to pay via bank debit methods (e.g, ACH).
  • Enter your bank information in the dialog box, then click Save changes.

Update a payment method and billing address 

If a payment method is set as shared, any user with Modify billing permissions can make changes to it. In some cases, a user may add a credit card and choose not to share it. In that case, only that user can make changes to the card information, but other admins can still view it. 

To edit an existing payment method:

• In your HubSpot account, click your account name in the top right corner, then click Account & Billing.

• At the top, click the Payment methods tab. 
• In this tab, you will see the payment methods for subscriptions in your account.

• To edit the billing address of a credit card, or change the setting to allow users use the payment method, click Actions, then select Edit.
  • Update the address and the setting to allow users use the payment method.
  • If your account includes more than one product, select the checkbox next to the products that should be paid for using this payment method. 
  • Click Save.

• To edit the billing address of a bank account, or change the setting to allow users use the payment method, click Actions, then select Edit.
  • Update the address and the setting to allow users use the payment method.
  • If your account includes more than one product, select the checkbox next to the products that should be paid for using this payment method. 
  • Click Save.

• To edit the address of an invoice payment method, click Actions, then select Edit.
  • Update the address, then click Update.

• To delete any payment method, click Actions, then select Delete. Click Yes, remove payment method to confirm.

Troubleshoot credit card declines

If your credit card is declined when paying an invoice, please run through the following troubleshooting steps:

• Contact your bank to authorize any charges from HubSpot. 
• Remove and re-add the card to your HubSpot account.
• Attempt to make payment in a private browser, or after clearing your browser's cache and cookies.

If the issue persists, contact HubSpot Support. 

Edit your primary account contact and billing contacts

Update your contacts for your account.

• Users set as a primary account contact are the main person working with the account on a daily basis. They will receive all important account notifications (including invoices, upgrades, renewals etc.)
• Users set as billing contacts in a HubSpot account will receive copies of invoices, receipts, orders and other renewal notifications. You can only set up to three billing contacts per HubSpot account. 

To update your primary account contact and billing contacts:

• In your HubSpot account, click your account name in the top right corner, then click Account & Billing.
• At the top, click Company Info.
• To update the primary account contact, under Points of Contact, click the Select a contact dropdown menu, and select the user you want to set as the primary account contact.
• To update the billing contacts, under Points of Contact, click the Select a user dropdown menu, and select the user you want to set as a billing contact. Click Add another to add more billing contacts.

Update other contacts

A decision maker, onboarding contact, and technical admin can also be defined as contacts in your account. To set them up:

• In your HubSpot account, click your account name in the top right corner, then click Account & Billing.
• At the top, click Company Info.
• To update the decision maker, under Other contacts, click the Select a contact dropdown menu next to Decision maker, and select the user you want to set as the decision maker.
• To update the onboarding contact, under Other contacts, click the Select a contact dropdown menu next to Onboarding contact, and select the user you want to set as the onboarding contact.
• To update the technical admin, under Other contacts, click the Select a contact dropdown menu next to Technical admin, and select the user you want to set as the technical admin.

Frequently asked questions

Is my credit card information secure?

Yes. HubSpot Sales uses a third party (Zuora) to process all credit card payments. HubSpot does not have access to your credit card number at any point. For more information about the strict security measures that Zuora uses, please see the Zuora security page. HubSpot, Inc. is a Trust-E certified company and compliant with the EU-U.S. Privacy Shield.

How can I change my billing frequency?

To change your contract’s billing frequency from monthly to annual, or vice versa, please contact your Contract Manager. 

How do I change my payment method mid-contract (e.g. from credit card to invoice)?

To change your payment method mid-contract, contact your Contract Manager.