Set up default payment link settings

Set default payment link settings, such as automatic deal creation, custom checkout page text, and the option to use discount codes. These settings are applied automatically when creating a payment link and can be reconfigured in the payment link settings tab when creating or editing a payment link.

You must set up one of the following payment processing options before collecting payments:

• HubSpot payments: HubSpot's built-in 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

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. On the Setup tab, 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. Learn more about how payment links create and associate deals.
   • 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).

5. Under Text box, enter text to display below the checkout total. For example, you may want to share information about what happens after payment. You can enter up to 5,000 characters. Use the rich text options at the top to edit the font, adjust the font size, format the text, or insert a link, image, emoji, or snippet. 
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. 
7. Under Contact info, you can add properties to collect more information from buyers as they make a purchase with the payment link. The properties will display below the Email address field at checkout.
   
   
   • Click ad+ Contact property to add a contact property. You can add default or custom properties, but only properties in the Contact information property group can be added. Click the Add contact property dropdown menu and select a property. Click Save.
     
     
   • Click + Company property to add a company property. You can add default or custom properties. Click the Add company property dropdown menu and select a property. Click Save.
   • To edit the property label and help text, click the edit pencil icon next to a property, update the label and help text, then click Save.

• • Select the Required checkbox next to a property to require buyers to enter a value.
  • To reorder the form properties, next to a property name, click the dragHandle drag handle to drag and drop it to a different position.
    
    

8. Under Billing & shipping information, click checkout settings to set up default billing and shipping options. Default payment methods can be set up in payment settings.
9. Under Confirmation page, select where to direct buyers after checkout:
   • Select Show a standard page with order details to show a standard order summary page.
   • 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 content. To set an external link as the destination, 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.
10. Click Save in the bottom left.
    

After you save, new payment links will use the selected default settings. Settings can be changed when creating a payment link or editing an existing payment link.

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.