Set up default payment link settings

Set up default payment link settings that apply whenever a user creates a payment link in your HubSpot account and create standardization across your payment links. For example, you can configure settings to automatically create new deals, customize checkout page text, and allow buyers to use discount codes. You can update individual payment link settings when creating or editing payment links.

Before you get started

Understand requirements

Before collecting payments using payment links, you must set up one of the following payment processing options:

• HubSpot payments: HubSpot's payment processing option, available to companies based in the United States, Canada, or the United Kingdom. Available with Starter, Professional, or Enterprise accounts.
• Stripe as a payment processing option: use Stripe for payment processing in HubSpot. Available internationally with some exceptions. Stripe payment processing is available for all subscriptions.

Configure default payment link settings

Configure the default settings for payment links. After saving your changes, new payment links will use the default settings. You can change the settings for individual payment links when creating or editing individual payment links.

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, in the Data Management section, click Objects.
3. On the Objects page, click the Select an object dropdown menu and select Payment links.

Create deals from payment links

To create deals from all payment links by default:

1. Toggle the Allow payment links to create new deals switch on.
2. Click the Deal pipeline dropdown menu and select the pipeline the deal should be added to.
3. Click the Deal stage dropdown menu and select the deal stage to use after a payment link purchase (e.g., Closed won).
   To create a new deal for each payment link purchase, under Deals, toggle the Allow payment links to create new deals switch on. Learn more about how payment links create and associate deals.

Automatically create contracts from payment links (BETA)

Please note: to create contracts from payment links, you must be enrolled in the Direct Create, Edit, and Renew HubSpot Contracts beta as well as the Payment Links Can Create Contracts beta.

Contracts are the centralized source of truth for committed revenue in HubSpot. Learn more about how contracts work in HubSpot. If you'd prefer to directly create contracts without the buyer purchasing through a payment link, learn more about directly creating contracts (BETA).

When a payment link create contracts, you can use it to manage ongoing billing, invoice creation, and payment collection. Once a buyer's first card payment is successfully processed (or a payment requiring authorization begins authorizing), a contract is created and generates invoices. 

Please note: turning this setting on doesn't affect existing payment links. If you want an existing payment link to automatically create contracts, edit the payment link and turn on the setting on the individual payment link.

To automatically create contracts from all payment links by default:

1. Toggle the Create a contract after every successful checkout switch on. 

2. In the bottom left, click Save.

Allow discount code use

Please note: discount codes can't be used when automatic contract creation is turned on.

To allow buyers to use any active discount codes on all payment links by default:

1. Under Discount codes, toggle the Allow buyers to use any active discount code switch on.
2. In the bottom left, click Save.

Learn more about creating and managing discount codes.

Add text below the checkout total

To add supporting text below the checkout total for all payment links by default:

1. Under Text box, enter the supporting text in the text box field. Use the formatting toolbar to format the text, add a link, or use a snippet.
2. In the bottom left, click Save.

Please note: this setting will only apply to payment links created after the setting is turned on. Existing payment links aren't updated. To update existing payment links, edit the payment link and add the text in the settings tab.

Add form fields to the payment link checkout

To add fields to collect more information from buyers as they make a purchase, under Contact info:

1. Click ad+ Contact property to add a contact property. You can add default or custom properties from the Contact information property group .
2. Click the Add contact property dropdown menu and select a property. Then, click Save.
   
   
3. Click + Company property to add a company property. You can add default or custom properties.
4. Click the Add company property dropdown menu and select a property. Then, click Save.
5. To edit the property label and help text, click the edit edit icon next to a property, update the label and help text, then click Save.
6. To require buyers to enter a value, select the Required checkbox next to a property.
7. To reorder the form properties, click the dragHandle drag handle next to a property. Drag and drop it to a different position.
   
   
8. The properties appear below the Email address field during checkout.

Set default billing and shipping options

To set up default billing and shipping options:

1. Under Billing & shipping information, click checkout settings.

2. Default payment methods are set up in payment settings.

Select where to direct buyers after payment

To select where buyers are directed after payment, under Confirmation page:

1. To show an order summary, select Show a standard page with order details.

2. To redirect to a different page, select Redirect to a different page.

   • Click the Please select or add a link dropdown menu and select a page from your HubSpot content.
   • To set an external link as the destination, click the Please select or add a link dropdown menu and select Add external link. In the dialog box, enter the URL, then click Add.
3. Click Save in the bottom left.

Next steps

• Learn more about creating and managing payment links to start collecting payments from your buyers.
• Learn more about adding payment links to your content, such as pages and marketing emails.
• Learn more about managing payments, including issuing refunds and receipts.