View and update your payments account information

The payments account overview provides a summary of connected commerce account information for users who have set up HubSpot payments or Stripe as a payment processing option.

View existing account information and modify information such as bank account details, and personal details.

Payments account overview

The account overview lists information such as the account name, primary point of contact listed for the account, payment processor, transaction and platform fees, any promotional or custom fee rates, and application date.

Add or modify your bank account details, edit specific account details such as your website URL, your support phone number, support email, and statement descriptor, and personal details. 

View your payment account information

To view the payment account overview:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Payments Account.
3. If using HubSpot payments, you'll see:
   • Account overview: An overview of your account including your account name, primary point of contact, payment processing provider, transaction fees, and application date.
   • Account information:
     • Business type: your business structure and location.
     • Business details: your website URL, address, and industry.
     • Public details: the descriptor shown on customer bank statements.
     • Management and ownership: your legal name, email address, date of birth, home address, phone number, and social security number.
   • Public business information: your support phone number, support email, and statement descriptor.
   • Bank details: your bank name and bank details (e.g., account number, routing number, etc.) 
4. If using Stripe as a payment processing option, you'll see:
   • Account overview: An overview of your account including payment processing provider, transaction fees, and application date.
   • Account information:
     • Business type: your business structure and location.
     • Professional details: your website URL and industry.
     • Public details: your customer support number and descriptor shown on customer bank statements.
     • Payout details: your bank name and details (e.g., account number, routing number).
     • Authentication: the email used to authenticate.
     • Payout statement descriptor: the descriptor shown on customer bank statements.
   • Public business information: your support phone number, support email, and statement descriptor.

Update your HubSpot payments account information

To update your commerce account information when using HubSpot payments:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Payments Account.
3. To update your point of contact:
   • Under Account Overview, click Actions, then select Edit point of contact.
   • In the POC email field, enter the email address of the new point of contact, then click Save.
   
4. To request a transaction limit increase:
   • Under Account Overview, click Actions, then select Request a limit increase.
     
     
   • In the right panel, fill out the transaction limit details, agree to the terms and click Request an increase.
5. To update your business type and business structure:
   • Click to expand the Account information section, then click Edit under Business type.
   • In the right panel:
     • Click the Business type dropdown menu and select a type.
     • Click the Business structure dropdown menu and select a structure.
   • Click Save.
6. To update your legal business name, "doing business as" name, Employer Identification Number (EIN), business address, or business website:
   • Click to expand the Account information section, then click Edit under Business details.
   • In the right panel:
     • In the Legal business name field, enter your legal business name.
     • In the Business name (Doing Business As) field, enter your business name. This is an optional field.
     • In the Employer Identification (EID) field, enter your Employer Identification Number.
     • In the Business address field, enter your business address.
     • In the Business website field, enter your website.
   • Click Save.
7. To update your statement descriptor:
   • Click to expand the Account information section, then click Edit under Public details.
   • In the right panel, enter the text you'd like to appear on statements in the Statement descriptor field, then click Save.
8. To change the account representative (the person who has authority to represent your business):
   • Click to expand the Account information section, then click Choose next to Change account representative.
   • In the right panel:
     • Select a person from the list, or click Add someone new.
     • Click Update representative.
     • Add the details of the new representative. Your business will need to verify the account representative within seven days, otherwise payouts may be paused.
9. To update your personal details:
   • Click to expand the Account information section, then click Edit under Management and ownership.
   • In the right panel:
     • In the Legal name fields, enter your first and last names.
     • In the Email address field, enter your email address.
     • In the Date of birth field, enter your date of birth.
     • In the Home address field, enter your personal address.
     • In the Phone number field, enter your personal phone number.
     • In the Last 4 digits of Social Security number field, enter the last four digits of your social security number.
     • Click Submit.
10. To update your public business information:
    • Click to expand the Account information section, then click Edit under Public business information.
    • In the right panel:
      • In the Support phone number field, enter your support phone number.
      • In the Support email field, enter your support email address.
      • Click Save.
11. To update your bank account details:

1. • Click to expand the Account information section, then click Edit under Public business information.
   • Click Edit next to Bank account details.
   • If prompted, submit authentication through the HubSpot app, or other authentication method.
   • In the right panel:
     • In the Account holder name field, enter the account holder name.
     • In the Account number field, enter your account number.
     • In the other field, enter your routing number/sort code (depending on the country of your bank account).

Update your Stripe payment processing account information

To update your commerce account information when using Stripe as a payment processing option:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Payments Account.
3. To update your business type:
   • Click to expand the Account information section, then click Edit under Business type.
   • In the right panel, click the Business type dropdown menu and select a type.
   • Click Save.
4. To update your industry, business website, or product description:
   • Click to expand the Account information section, then click Edit under Professional details.
   • In the right panel:
     • Click the Industry dropdown menu and select an industry.
     • In the Your website field, enter your website.
     • In the Product description field, enter a product description.
     • Click Save.
5. To update your public details including your statement descriptor and support phone number:
   • Click to expand the Account information section, then click Edit under Public details.
   • In the right panel:
     • In the Statement descriptor field, enter a statement descriptor. The descriptor will appear on buyers bank statements when they make a purchase from you.
     • In the Shortened descriptor field, enter a shortened statement descriptor. The descriptor will appear on buyers bank statements when they make a purchase from you. If a shortened descriptor is entered, it takes preference over the Statement descriptor field.
     • In the Customer support phone number field, enter your support phone number.
     • Toggle the Show phone number of receipts and invoices switch on to display your support phone number on receipts and invoices.
     • Click Save.

Please note: update your support email address by logging into your Stripe account and updating it in settings.

6. To update your personal details:
   • Click to expand the Account information section, then click Edit under Personal details.
   • In the right panel:
     • In the Your legal name fields, enter your first and last names.
     • In the Email address field, enter your email address.
     • In the Date of birth field, enter your date of birth.
     • In the Home address field, enter your personal address.
     • In the Phone number field, enter your personal phone number.
     • Click Submit.
7. To update your payout account details:
   • Click to expand the Account information section, then click Edit under Payout details.
   • In the right panel:
     • Click the Currency dropdown menu and select a currency.
     • Click the Country of bank account dropdown menu and select a country.
     • Enter your bank details (e.g., account number, IBAN, etc.)
     • Click Save.
8. To edit the email associated with your Stripe account, click Edit in dashboard under Authentication. You'll be redirected to your Stripe settings to update your email.
9. To edit the descriptor that will appear on your bank statement for any payouts from Stripe, click Edit under Payout statement descriptor. In the right panel, in the Payout statement descriptor field, enter the descriptor, then click Save. 

Disconnect your Stripe account as a payment processor

If you choose to disconnect Stripe as your payment processor, please be aware of the following:

• Customers won't be able to pay any existing payment links, quotes, or invoices.
• All subscriptions will be canceled and payments won't be collected.
• You won't be able to issue refunds from HubSpot. Refunds will need to be issued from Stripe.
• Payments data in HubSpot will be read-only.

To disconnect your Stripe account:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Payments Account.
3. Click the Actions dropdown menu in the upper right of Account overview, then click Disconnect processor.
   
   
4. A dialog box will open, detailing how your HubSpot account will be affected upon disconnection.
   
   
5. Click Disconnect Stripe to confirm disconnection.

If you would like to set up a new payment processor, set up a different Stripe account, or HubSpot payments.

Disconnect HubSpot payments (Starter, Professional or Enterprise only)

If you choose to disconnect HubSpot payments, please be aware of the following:

•  Customers won't be able to pay any existing payment links, quotes, or invoices.
• All subscriptions will be canceled and payments won't be collected.
• You won't be able to issue refunds from HubSpot.
• Payments and payout data in HubSpot will be read-only.

To disconnect HubSpot payments:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Payments Account.
3. Click the Actions dropdown menu in the upper right of Account overview, then click Disconnect processor.
   
   
4. A dialog box will open, detailing how your HubSpot account will be affected upon disconnection.
   
   
5. Click Start chat support to start the disconnection process.
6. HubSpot support will then walk you through the disconnection process.

If you would like to set up a new payment processor, set up a Stripe as a payment processor or reconnect HubSpot payments.