Get started with HubSpot's commerce tools

Commerce Hub is a suite of tools allowing you to streamline the opportunity-to-revenue process and get paid through HubSpot. With Commerce Hub, you can create invoices, payment links, and quotes to bill your customers, either for one-time payments or recurring subscriptions, including the ability to customize them with discounts, fees, and taxes.

Using HubSpot's commerce tools alongside your other CRM data means that you can manage your revenue and customer information all in one place. This also means you can incorporate automation and reporting into your commerce tools for things like automating sales tasks, sending post-purchase emails, and reporting on revenue. And if you rely on external systems for your commerce processes, you can integrate your existing accounting tools with HubSpot to keep your data synced across platforms.

Whether you want to collect one-time payments, charge for monthly memberships, or bill your customers for ongoing project packages, learn more about how to get started with HubSpot's commerce tools below.

Payment processors

To process payments and ultimately collect payouts, you can either use HubSpot payments or Stripe payment processing. Both payment processors offer equal access to HubSpot’s various commerce tools, so choosing one will depend on a few factors, including fee structure. Learn more about the differences in fees between payment processors on HubSpot’s pricing page. 

• HubSpot payments: HubSpot's built-in payment processor. A Starter, Professional, or Enterprise subscription is required to use HubSpot payments, and your business or organization must also be located in the U.S and have a U.S bank account. HubSpot payments can only collect payments in USD. 
• Stripe payment processing: connect an existing Stripe account to use it as a payment processor for HubSpot’s Commerce Hub tools. Stripe payment processing is available for all HubSpot subscriptions, and is available internationally with some exceptions. You can also collect payments in a range of currencies.

Whichever payment processor you choose, HubSpot will track both one-time and recurring subscription payments in the CRM like other types of CRM records, such as contacts. This enables you to use payments in other HubSpot tools, such as using workflows to automate commerce processes or creating custom reports for segmentation and data visualization. By combining your customer data with your commerce data, you’ll be able to manage it all in one place while giving your sales, service, and support teams the context they need.

Ways to collect payments

With a payment processor set up, you can offer a way for your customers to make purchases using invoices, payment links, and quotes.

• Invoices: move from deal to payment with invoices, sent directly from your HubSpot CRM.
• Payment links: collect one-time and recurring payments with links that you can send directly to customers or embed in web pages, forms, emails, and more.
• Quotes: create quotes and capture signatures for one-time and recurring payments with branded quote templates. Quotes are available for all accounts, with more customization options available for Starter, Professional, and Enterprise subscriptions. 

While the method you choose will depend on your business needs, all support the ability to add discounts, fees, and taxes. And whichever methods you choose, you can collect credit/debit and direct debit/bank transfer or debit payments either through HubSpot payments or Stripe payment processing.

Invoices

Create branded invoices in HubSpot directly from quotes and deals, or set up automated recurring invoices to streamline your invoicing processes. You can configure invoices to ‌be payable through the same checkout process as other commerce tools, or you can manually mark invoices as paid if collecting payments outside of HubSpot. And with invoices being tracked alongside your other CRM records, you'll have a full view of your revenue alongside your customer and deal data.

Invoices can be set up with industry-standard net payment terms, as well as customizable payment due dates.

• Set up the invoices tool
• Create and manage invoices
• HubSpot's default invoice properties

Payment links

Use payment links to allow your customers to purchase one-time or subscription services through a shareable link. In addition to sharing the link directly with customers, you can embed them in your website, one-to-one emails, and meeting scheduling pages. You can also use links in CTAs and collect payments through HubSpot forms.

When a customer uses a payment link, they'll be brought to a checkout page to review their purchases and enter their credit, debit, or bank debit information. After purchase, HubSpot will follow up with confirmation emails to both you and the customer, and an invoice will automatically be created for the payment. 

• Create and share payment links
• Test payment links
• Add payment links to your content

Quotes

Create branded quotes in HubSpot, to collect one-time and recurring payments from your buyers. One-time quotes payments can also be split ‌over time using payment schedules. With an option to include e-signatures for both internal team members and customers, track the quote's progress through to payment. Upon payment, HubSpot will follow up with confirmation emails to both you and the customer, and an invoice will automatically be created for the payment. 

Using HubSpot's free and Sales Hub Starter tools, you can edit the appearance of the default quote templates included with your account by updating their theme settings. With a Sales Hub Professional or Enterprise account, you can create customized quote templates to match your business needs.

• Create and use quotes
• Create and use customized quote templates

Subscriptions

If your business sells subscriptions for goods or services, you can set invoices, payment links, and quotes to bill on a recurring basis. HubSpot offers billing frequencies of monthly, quarterly, semi-annually, and annually. For example, charging your customers for memberships or retainers.

When a customer signs up for a subscription, HubSpot will automatically bill them based on the specified schedule. Payments can automatically be collected, or invoices can be automatically sent on a due date, and payment collected outside of HubSpot. You can also configure them to start subscription payments in the future so that your customers can sign up for recurring goods and services ahead of time.

A subscription record will be created in the CRM for each purchased subscription, enabling you to manage subscriptions like other types of CRM records, and like other types of CRM records, you'll be able to take advantage of subscriptions in other HubSpot tools such as automation and reporting. 

Learn more about HubSpot's subscriptions tool below:

• Collect recurring payments with subscriptions
• Schedule recurring payments to start in the future
• Edit subscriptions billed in HubSpot

View and segment records

Each object in HubSpot has an index page where you can see all of the records within that object. On each index page, you can filter records based on the information stored in their property values, and save the filters as a view that you can revisit. For example, you can filter the invoices index page to show all unpaid invoices.
Using the lists tool, you can filter contacts, companies, and deals based on property values as well as additional criteria options. For example, you could build a list of contacts that have made payments in the last 30 days, to use in other CRM tools.

• Filter records and save views
• Differences between saved views, active lists, and static lists
• Create and use lists
• Determine your list criteria

Manage payments

Once payments are being collected, users with the appropriate permissions can manage payments in HubSpot, including receiving payouts, reviewing payment records, and managing refunds and receipts.

Payouts are the funds deposited in your bank account from your collected payments each day, minus any fees, refunds, or chargebacks. A daily payout notification email is sent, detailing the payout total. These funds are then deposited to your bank account. If using HubSpot payments, payouts can be viewed in HubSpot, but if using Stripe payment processing, payouts are handled by Stripe.

All payment records can be viewed in HubSpot, with details of each payment including payment date, customer, payment method, payment history, line items, subscriptions, and associated HubSpot records. Refunds and receipts can be managed directly from the payment record, with the option to customize receipt appearance. 

Learn about managing payments in HubSpot.

Automation

If you have a Professional or Enterprise subscription, you can create workflows to automate commerce-related processes. For example, create a payments-based workflow to:

• Send a welcome email to buyers after a successful payment is made. 
• Remind customers to renew their subscriptions, including discount codes for early renewers.
• After a purchase, send an internal email notification to the customer's account manager, then create a ticket to initialize customer onboarding.

Learn more about using payments in other HubSpot tools.

Reporting

HubSpot offers several choices for reporting on revenue generated through commerce tools, depending on your subscription.

• If you have a free or Starter subscription, you can create a dashboard to report on your revenue earned through payments or create dashboards using pre-built reports from HubSpot's report library. This report library includes several reports for analyzing revenue at the deal level. Learn more about payment revenue dashboards and HubSpot's report library.
• If you have a Professional or Enterprise subscription, you can create custom reports to analyze data across your CRM data, including payments.