Configure your buyer checkout experience

After you either connect your Stripe account or set up HubSpot payments as your payment processing option, you can configure settings such as default payment methods for invoices, payment links, and quotes, billing and shipping requirements, set up policies, and configure advanced settings like pre-filled fields, reCAPTCHA, Google Analytics tracking and notifications for your team, and your customers, keeping everyone informed about payment updates.

Set the default payment method

When creating new invoices, payment links, and quotes, they will use the default payment method unless otherwise specified during creation. These preferences are also used when a customer updates their payment information for subscriptions. Changing the default payment method won't impact any existing invoices, payment links, or quotes. You can override these settings on an individual payment link or quote.

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Payments.
3. Select the checkboxes next to your preferred payment method. Accepting credit or debit card payments will automatically allow customers to check out using Apple Pay and Google Pay.
4. Select the Collect your customer's payment details at checkout for future charges checkbox to give your customer the option to save their payment method for use with future transactions. Learn more about storing customer's payment methods for future charges.

Set billing and shipping address options

To set whether to collect a billing and shipping address from the customer during checkout:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Payments.
3. In the Checkout settings section, click the Billing and shipping tab.
4. To require a billing address for credit card purchases, select the Collect billing address for credit card purchases checkbox. 
5. To collect your customer's shipping address during the checkout process, click the Countries you ship to dropdown menu and select the checkboxes next to the specific countries. Then, select the Collect shipping address checkbox.
   
   
6. Click Save. 

Set up fees (BETA) and policies

Please note: fees are added to legacy quotes, not quotes.

You can configure the buyer checkout page to include:

• Fees: automatically add fees at checkout (BETA). If you're a Super Admin, learn how to opt your account into the beta.
• Policies and terms: a link to your company's terms of service agreement, whilst requiring the buyer to acknowledge the terms of service before purchasing, a cancellation policy, and a refund policy.

Add fees (BETA)

If you're a Super Admin, learn how to opt your account into the beta.

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Payments.
3. In the Checkout settings section, click the Fees and Policies tab.
4. Under Fees click Add fee.
5. Enter a name for the fee in the Fee name field.
6. Enter a fee amount (percentage) in the Fee amount field.
7. Under Apply fee to select to apply it to Credit or debit card purchases, Direct debit purchases, or All purchases. 
8. Click Save.
   
   
9. Fees won't automatically be added to existing payment links. To add them, edit existing payment links, or add fee's when creating new payment links.
10. Fees are displayed in the Set default checkout fees table. You can add one fee per payment type (e.g., you could have two separate fees, one for credit or debit card purchases, and one for direct debit purchases).
     
11. The fee will automatically apply at checkout.
    
    
12. To delete a fee, hover a fee in the Set default checkout fees table and click Delete. In the dialog box, click Delete fee to confirm deletion.

Add policies and terms

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Payments.
3. In the Checkout settings section, click the Fees and Policies tab.
4. Toggle the Terms of service switch on. Once turned on, you'll then be able to configure the terms of service URL and checkbox acknowledgement options.

Please note: checkouts for invoices will always show a terms of service, even when the Terms of Service switch is toggled off.

• • Link to hosted terms of service: the URL where your terms of service can be found. This URL will be included as a hyperlink in your terms of service statement. 
  • Cancellation policy: your company’s cancellation policy, up to 3,000 characters.
    
  • Refund policy: your company’s refund policy, up to 3,000 characters.

5. To require the buyer to select an acknowledgment checkbox before they can purchase, click to select the Checkbox acknowledgment checkbox. 
   
   
6. When this setting is turned on, the acknowledgment checkbox will display below the Pay button, and the buyer can't proceed without checking the box. If it isn't turned on, the checkout page will instead display a generic terms of service agreement statement below the checkout button. 
   
   
7. Click Save.

Advanced settings

Turn off pre-filled fields at checkout

By default, if HubSpot is able to identify a contact on the checkout page for invoices and quotes, it'll automatically fill in the email address, first and last name shipping fields, and the name field for card payments using the contact information.

To prevent HubSpot from pre-filling checkout fields with contact information for invoices and quotes:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Payments.
3. In the Checkout settings section, click the Advanced settings tab.
4. Toggle the Pre-fill fields at checkout using contact record information switch off.
   
   
5. Click Save.

Turn off reCAPTCHA Enterprise (Stripe payment processing only)

HubSpot accounts using Stripe as a payment processing option can choose to disable Google reCAPTCHA Enterprise on the buyer checkout page. If you're using HubSpot payments, this option isn't available and Google reCAPTCHA Enterprise will always be on by default. ReCAPTCHA Enterprise typically doesn't require buyers to complete a challenge.

To disable Google reCAPTCHA Enterprise:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Payments.
3. In the Checkout settings section, click the Advanced settings tab.
4. Click to toggle the Turn on reCAPTCHA Enterprise for increased fraud prevention switch off.
   
   
5. Click Save.

Manage Google Analytics tracking

If you've integrated Google Analytics with your HubSpot content, the transactions on the checkout page will be included in tracking.

Please note: if you are using GDPR features or a cookie consent banner that requires visitor opt-in, the Google Analytics script will only run for visitors who opt in to being tracked. If a visitor opts out, the Google Analytics script will not run and the visitor's data won't be tracked.

If you don't want Google Analytics to track the checkout page:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Payments.
3. In the Checkout settings section, click the Advanced settings tab.
4. Click to toggle the Add customer checkout activity to your Google Analytics integration switch off.
   
   
5. Click Save.

Default from email address for customer receipts

You can choose a team email address that you want your buyer's receipts to be sent from, allowing buyers to respond to those receipt emails.

Receipts without a connected team email will always default to noreply@hubspot.com. 

To choose a team email address:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Payments.
3. In the Checkout settings section, click the Advanced settings tab.
4. Click the Default from email address for customer receipts dropdown menu and select the team email address. For an email to be available in the dropdown menu, it needs to be connected as a team email.
   
   
5. Click Save.

Manage payment notifications

Set up the notifications that you and your customers receive when a payment is processed.

User notifications

By default, users with Super Admin permissions will receive notifications for the following payment events:

• Reporting export failed: notifications for when a reporting export fails.
• Bank transfer dispute created: notifications for when a dispute is created for a bank transfer payment.
• Card dispute created: notifications for when a dispute is created for a card payment.
• Dispute lost: notifications for when a dispute is lost.
• Dispute won: notifications for when a dispute is won.
• Payment failed: notifications for when a recurring subscription payment or bank debit payment fails.
• Payment initiated: notifications for when a customer initiates a bank debit payment, such as ACH.
• Payment method added: notifications for when a new payment method is turned on.
• Payment received: notifications for when a customer makes a purchase, including recurring subscription payments.
• Payout created: notifications for when a payout is sent to your connected bank account. Transactions will be automatically deposited to your bank account within two business days for card payments and within three business days for ACH payments. The deposit will appear on your bank statement as HUBSPOT PAYMENTS.
• Payout failed: notifications for when a payout to your connected bank account fails. Learn more about why a payout might fail.
• Account debits: notifications for when Stripe debits your connected bank account. Most commonly, this happens due to refunds and chargebacks. However, in some cases, Stripe may need to reclaim funds they'd previously paid out following a failed payment made via bank debit, such as ACH or SEPA. This type of notification is necessary and can't be turned off.

If you want to adjust which payments notifications you receive:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Notifications.
3. Click to expand the Payments notification settings, then clear or select the checkboxes.
   
   
4. Click Save.

Customer notifications

• Set the notifications that customers receive via subscription settings.
• In the Public business info section, you can also update your support phone number and email. To make changes to the statement descriptor that appears on customers' bank statements, contact paymentsrisk@hubspot.com.