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Use HubSpot’s revenue tools to collect payments and manage revenue-related activities in your account.

Depending on your subscription and payment processor, you can create invoices, payment links, quotes, subscriptions, and credit memos, then manage payments and payouts, disputes, and reporting from HubSpot.

For example, you can send a payment link for a one-time purchase, invoice customers for services, or use subscriptions to automate recurring billing.

This article focuses on HubSpot's payment collection and revenue management tools, including invoices, payment links, subscriptions, quotes, and legacy quotes. Use these tools to create and manage revenue-related activities in HubSpot. If you want to manage a connected quote-to-cash process that spans quoting, contracts, billing, payments, and reporting, learn more about managing end-to-end revenue in HubSpot.

Set up payment processing

To process payments and collect payouts, you can either use HubSpot payments or Stripe as a payment processing option. Both offer equal access to HubSpot’s revenue tools. Learn more about Revenue Hub pricing and payment processing fees.

• HubSpot payments: HubSpot’s built-in payment processing option. Users in a Starter, Professional, or Enterprise account can use HubSpot payments. Your business or organization must be located in the United States, the United Kingdom, or Canada. Collect payments in a range of currencies.
• Stripe: connect an existing Stripe account to use it as a payment processing option for HubSpot’s revenue tools. Stripe payment processing is available for all HubSpot subscriptions, and is available internationally with some exceptions. Collect payments in a range of currencies.

Choose how you want to collect payments

With a payment processing option set up, collect payments using invoices, payment links, and quotes.

• Invoices: use invoices to move from deal to payment or for manual and one-off collections.
• Payment links: send payment links directly to buyers, or embed them in web pages, forms, emails, and more. Use them to collect one-time and recurring payments.
• Quotes: create branded quotes for one-time and recurring payments. Quotes are part of HubSpot CPQ, and available with a Revenue Hub Professional or Enterprise account.
• Legacy quotes: HubSpot’s legacy quotes tool. Learn which accounts have access to legacy quotes.

While the method you choose will depend on your business needs, all support the ability to add discounts, fees, and taxes.

Invoices

Please note: if the Automatically create contracts from accepted quotes setting is turned on, and you’re enrolled in the Connected CPQ, Billing, and Payments beta, a contract record is automatically created when a quote is accepted by the buyer and the contract is used to manage ongoing billing, invoice creation, and payment collection. Learn more about the setting.

Create branded invoices in HubSpot directly from quotes and deals, or set up automated recurring invoices via subscriptions, to manage invoicing from HubSpot. Configure them to be payable through the same checkout process as other revenue tools, or manually mark them as paid when collecting payments outside of HubSpot. Invoices can be set up with industry-standard net payment terms, as well as customizable payment due dates.

View shared and paid invoices alongside your contact and deal records, and manage them directly from HubSpot.

• Set up the invoices tool.
• Create invoices.
• Manage invoices.
• HubSpot’s default invoice properties.

Payment links

Use payment links to collect one-time or recurring payments from buyers. Share the link directly with customers or embed payment links on your website, in one-to-one emails, and on meeting scheduling pages. You can also use links in CTAs and collect payments through HubSpot forms.

When a customer uses a payment link, they’re brought to a familiar checkout experience page to review their purchases and enter payment details. After purchasing, confirmation emails are sent to you and the customer, and an invoice is automatically created for the payment.

• Create and share payment links.
• Add payment links to your content.
• Configure the buyer checkout experience.

Use quotes to send pricing to buyers

HubSpot provides two quoting experiences: legacy quotes and quotes. Before deciding which to use, learn more about the features and understand key differences.

Quotes

Set up quotes so users can send one-time or recurring branded quotes to prospects and customers. Quotes are part of HubSpot CPQ.

If you want to manage the complete quote-to-cash process, including contracts, billing, payments, and reporting, learn more about managing end-to-end revenue in HubSpot.

Quotes include:

• Quote branding templates: offer a branded and standardized experience with your quotes.
• Quote editor: configure pricing, terms, and line items on the quote.
• Acceptance methods: e-signature or accept without signature.
• Quote rules and approvals: create consistent quotes that meet your company’s standards.
• Closing agent: allow buyers to ask questions about the quote, and get instant answers.
• Quote engagement tracking: buyer engagement tracking.
• Quote reporting: report on all quotes in your account.

Learn how to:

• Set up quotes.
• Set up quote approvals.
• Create and send quotes.
• Use e-signatures with quotes.
• Manage quote approvals.
• Manage quotes.
• Use contracts.
• View and manage contracts.

Legacy quotes

HubSpot’s legacy quotes tool.

• Non-Revenue Hub Professional or Enterprise accounts created before Sept. 3, 2025 may have access to legacy quotes.

• Users in a free account have access to legacy quotes if one or more quotes were created in the six months prior to Sept. 3, 2025.

• Users in a Sales Hub account continue to have access to legacy quotes after Sept. 3, 2025.

Create branded quotes in HubSpot to collect one-time and recurring payments from buyers. One-time quote payments can also be split over time using payment schedules. Include e-signatures for both internal team members and customers, and track the quote’s progress through to payment.

After payment, confirmation emails are sent 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, create customized quote templates to match your business needs.

• Learn how to set up legacy quotes.
• Learn how to create legacy quotes.
• Learn how to manage legacy quotes.

Offer recurring billing with subscriptions

Please note: if you’re enrolled in the Connected CPQ, Billing, and Payments beta, a contract record is automatically created when a quote is accepted by the buyer and the contract is used to manage ongoing billing, invoice creation, and payment collection. With the beta, a subscription record is created, but does not power the billing.

Subscriptions power recurring billing across invoices, payment links, quotes, and legacy quotes. For example, subscriptions can be used to charge customers for memberships or retainers. Billing frequencies can be one-time, weekly, monthly, annually, or on multi-year schedules (every two to five years).

When a customer pays for a recurring service or product, they’re automatically billed based on the specified schedule. Payments can automatically be collected, or invoices can be automatically sent on a due date, with payment collected outside of HubSpot. You can also set subscriptions to start in the future so that your customers can sign up for recurring goods and services ahead of time.

• Set up subscriptions.
• Create subscriptions.
• Edit subscriptions billed in HubSpot.
• Manage subscriptions.
• Schedule recurring payments to start in the future.

Manage and extend your revenue data

Manage payments and payouts

Once payments are being collected, manage payments in HubSpot. Receive payouts, review payment records, and manage 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 you use HubSpot payments, payouts can be viewed in HubSpot. If you use Stripe as a payment processing option, payouts are handled by Stripe.

Payment records can be viewed in HubSpot. They include 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 how receipts look to a buyer.

Learn how to manage payouts and payments.

Manage disputed payments

Track and manage payment disputes directly in your HubSpot account. From the payments record, view the status of each dispute, upload supporting evidence, and respond to requests from your payment processor.

You will receive email notifications throughout the dispute process, and you can access the full history and details from the payment record.

Disputes can be made against payments collected using HubSpot payments or Stripe as a payment processing option.

Learn how to manage disputed payments.

Credit memos

Use credit memos to adjust or reduce the amount owed by a customer for an existing invoice. In HubSpot, create, manage, and apply credit memos directly from your invoices, helping you manage invoice adjustments from HubSpot.

• Learn how to create and apply credit memos.

• Learn how to manage credit memos.

Automation

If you have a Professional or Enterprise subscription, create workflows to automate revenue-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 renewals.
• After a purchase, send an internal email notification to the customer’s account manager, then create a ticket to initialize customer onboarding.

Learn how to use payment data in other HubSpot tools.

Integrate other tools

If you use other systems for your business processes, such as accounting tools, connect them to HubSpot. This keeps data synchronized across platforms.

Visit the App Marketplace.

Reporting

If you have a Professional or Enterprise subscription, view pre-built reports in the revenue analytics suite, or create custom reports to analyze data across your CRM data, including payments.