Understand the buyer checkout experience

When a buyer is making a purchase through an invoice, payment link, quote, or legacy quote, they're brought to a checkout page that includes a summary of their order. This helps buyers understand what they'll be charged and complete payment securely. The checkout experience applies to both HubSpot payments and Stripe payment processing. Learn more about configuring the buyer checkout experience.

This article describes what happens when a buyer uses an invoice, payment link, quote, or legacy quote to make a purchase. Learn more about what happens in your HubSpot account when a buyer makes a successful payment.

Before you get started

Understand limitations and considerations

• The checkout page should only be used for online payment transactions and doesn't support the collection of sensitive payment information from your customers orally or by phone.
• HubSpot payments and payments via the Stripe payment processing option require at least $0.50 due at checkout. If a checkout only includes delayed payment one-time line items, consider packaging them with additional products or requiring a deposit at checkout.
• Google reCAPTCHA settings:
  • HubSpot accounts using HubSpot payments have Google reCAPTCHA turned on by default. If your customers don't wish to use Google reCAPTCHA, they shouldn't submit payments at checkout.
  • HubSpot accounts using Stripe as a payment processing option can choose to turn off Google reCAPTCHA in their settings.

Review order summary

On the checkout page, the buyer can review a summary of their order, including the line items, discounts, taxes, fees, the total amount owed, and any other terms included in the checkout description. If the purchase includes recurring items, the order summary shows when each future payment will be charged.

If the buyer is checking out using a payment link that allows them to set their own price, select product quantities, or add optional products, they can do so in the order summary section.

Contact and payment information

Next to the order summary, buyers can enter their contact information and payment details. By default, HubSpot automatically fills in the email address and name fields for shipping and billing information, when a known contact is checking out through an invoice, quote, or legacy quote. You can turn this off in your payment settings.

Depending on the invoice, payment link, quote, or legacy quote configuration, buyers may have several choices for paying:

1. For all payment methods, the buyer must fill out any needed fields before they can submit payment:
   • Credit/debit card: when paying by card, the buyer fills in the Payment info form fields, then clicks Pay [$ amount].
   • Apple/Google Pay: when paying using Apple or Google Pay, the buyer will be redirected to Apple or Google to choose their payment method and complete the transaction when they click Pay [$ amount].
   • Bank debit: if paying by bank debit, the buyer enters their bank information, then clicks Pay [$ amount] or Review payment details.

2. If the setting to store a customer's payment method is turned on:
   • If other checkboxes (e.g., terms of service) aren't turned on in your payment settings, the buyer agrees to store their payment method for future charges when clicking Pay.
     
     
     

2. • If you have other checkboxes (e.g., terms of service) turned on in your payment settings, the buyer selects the I agree to save my payment information for future purchases checkbox to consent to storing their payment method for future charges, before clicking Pay.

Learn more about storing payment methods for future charges.

Payment completion

After the payment is complete, the buyer will be directed to an order summary. If a payment was made from a scheduling page, a confirmation message will appear letting the contact know that their payment was submitted and the meeting was scheduled.

After a successful payment:

• The buyer will receive an email receipt each time they are charged. The receipt language is based on the contact's Preferred language property, which is set based on the buyer's browser locale during checkout.
• If the payment was against an invoice, the invoice will be attached as a PDF to the payment receipt.
• If the setting to create invoices is turned on, an invoice will be created in your account for payments on payment links and legacy quotes.
  • This setting doesn't apply to quotes or subscriptions. You can configure invoice creation for quotes when building a quote.
  • Subscriptions automatically create invoices by default. This can't be turned off.
• If the receipt is for a subscription, and the setting to allow buyers to cancel subscriptions has been turned on, the receipt will contain a Cancel subscription button.

• For recurring payments, the buyer will be charged each billing cycle, based on the terms set on the payment link or quote, or legacy quote. An invoice will be created for each recurring payment.
• If you have the Upcoming payment reminder setting turned on in your account, the buyer will also receive a notification 14 days before their payment is due. 

Next steps

• Learn more about configuring the buyer checkout experience.
• Learn more about managing payments.