Set up default payment link settings

Set default payment link settings, such as automatic deal creation, custom checkout page text, and discount codes, in your account. These defaults save you time and can be customized for individual payment links as needed.

To collect payments through payment links, set up one of the following payment processing options:

• Set up HubSpot payments, HubSpot's built-in payment processing option, available to companies based in the United States, Canada, or the United Kingdom, with Starter, Professional, and Enterprise accounts.
• Connect your existing Stripe account to use Stripe for payment processing, available internationally with some exceptions. Stripe payment processing is available for all subscriptions.

Configure default payment link settings

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar, navigate to Objects > Payment Links.
3. Make sure the Setup tab at the top is selected.
4. Under Deals, toggle the Allow payment links to create new deals switch on to create a new deal for each purchase with the payment link. By default, this setting is off.
   • Click the Deal pipeline dropdown menu and select the pipeline the deal should be added to.
   • Click the Deal stage dropdown menu and select the deal stage the deal should be in after a payment link purchase (e.g., closed won).
   • Click Save in the bottom left.

5. Under Text box, add any additional context you'd like to give the buyer to the text box. For example, you may want share what happens after they pay or next steps. Use the rich text options to edit the font and font size, and the icons in the rich text editor to format the text, insert a link, image, emoji, or snippet. You can enter up to 5,000 characters. Click Save in the bottom left.
6. Under Discount codes, toggle the Allow buyers to use any active discount code switch on to allow buyers to use discount codes for payment links. Click Save in the bottom left.
7. Under Contact info, add form fields to collect more information from buyers as they make a purchase with the payment link.
   • Click add Contact property to add a contact property.
   • Click the Add contact property dropdown menu and select a property.
   • Click Save.
     
     

• • Please note: only contact properties in the Contact information property group can be added as fields.

• • Click add Company property to add a company property.
  • Click the Add company property dropdown menu and select a property.
  • Click Save.

1. • To edit the field label and help text, click the edit pencil icon next to the field, update the label and help text, then click Save.
   • To make the field required, select the Required checkbox next to the field.
   • To reorder the form fields, next to the property name, click the dragHandle drag handle to drag and drop it to a different position.
     
     
   • Click Save in the bottom left.

8. Under Billing & shipping information, click the checkout settings link to set up default billing and shipping options.
9. Under Confirmation page, select the default behavior for the payment confirmation page after a buyer makes a purchase. You can redirect the buyer to the default successful payment page or redirect them to another page. Show a standard page with order details is selected by default.
   • Select Redirect to a different page to direct buyers to another page after payment.
   • Click the Please select or add a link dropdown menu and select a page from your HubSpot account.
   • To set an external link as the destination instead, click the Please select or add a link dropdown menu and select Add external link. Enter the URL in the dialog box, then click Add.
   • Click Save in the bottom left.

After saving, all newly created payment links will use the selected default setting, and can be overridden during payment link creation or by editing an existing payment link.

Next steps

• Learn more about creating and managing payment links.
• Learn more about testing payment links.
• Learn more about adding payment links to your content.