Set up HubSpot payments

HubSpot payments is HubSpot’s built-in payment processing option that enables you to collect one-time and recurring payments through invoices, payment links, and quotes. It's available to companies based in United States, United Kingdom, and Canada, and enables you to collect payments through credit/debit cards, Apple Pay, Google Pay, and bank debits (e.g., ACH, SEPA, PADs, BACS).

HubSpot payments streamlines your payment collection process and eliminates disconnected systems by keeping your customer and payment data in one place.

If you have an existing Stripe account, you can connect it as a payment processing option as an alternative. Stripe payment processing is available for all account subscriptions and is available internationally.

Below, learn how to set up HubSpot payments to begin collecting payments through HubSpot. You may also want to learn how to configure your checkout settings, and manage incoming payments and subscriptions.

Learn more about HubSpot payments in the FAQ.

HubSpot payments setup requirements

Please note the following before setting up HubSpot payments:

• HubSpot payments is only available to businesses and organizations that are located and operating in the United States, the United Kingdom, and Canada. You must have a U.S., U.K., or Canadian bank account, and be using a paid version of HubSpot. If your business isn't based in the U.S., the U.K., or Canada, consider using Stripe as a payment processing option.
• Each HubSpot account can only have one instance of HubSpot payments set up. If you use Brands to manage brands in your account, all Brands must use the same instance of HubSpot payments.
• HubSpot payments is designed for selling non-physical goods (e.g., software, services, events, courses, content, donations, etc.), and is less suited to those shipping physical goods, as HubSpot doesn't calculate shipping fees. Automated taxes can be calculated for businesses in the U.S. and Canada.
• HubSpot payments isn't supported in sandbox accounts, and should only be set up in standard accounts. Trying to set up payments in a sandbox account will result in your payments application being rejected. In addition, payment links created in sandbox accounts will appear in the standard account instead and can't be used for collecting payments.

Set up HubSpot payments

To activate HubSpot payments in your account, you'll need to complete an application process. HubSpot's risk assessment and underwriting team will review your application within two to three business days. Once your application is approved, you can start collecting payments from your customers.

Before starting the application, make sure you have your company's tax identification, ownership, and bank account information ready.

1. In your HubSpot account, navigate to Commerce > Payments.
2. Click Set up payments. Learn more about migrating to HubSpot payments if you already have set up Stripe as a payment processing option.
3. To view payment processor options for your location:
   • In the right panel, click View Processor Options. Your payment processor options will be displayed.
   • To continue setting up HubSpot payments, in the Processor selection section, select HubSpot payments, then click Next.
     
     
4. Click the Where is your company located? dropdown menu and select a country. Click Save and continue.
5. Fill out the application form. Click Save and continue after each section.

Please note: once you enter a business type, it can't be changed. If you need to change the business type you entered, contact support.

5. At the Review & finish step, click the edit pencil icon to edit a section.
6. Select the I agree to the Terms & Conditions checkbox to agree to the terms and conditions.
7. Click Submit.
8. If your identity can't be verified, you'll be prompted to provide additional information.
9. Clicking Verify identity with Stripe will direct you to Stripe, HubSpot's underlying infrastructure for HubSpot payments, to enter the additional information.
   
   
10. After submitting your application, HubSpot’s risk assessment and underwriting team will review it within two to three business days. Once approved for HubSpot payments, you can add your bank account information to begin collecting payments.

Add and edit bank account information

Please note: if you've connected Stripe as a payment processing option, you'll need to manage your bank information within Stripe. 

After your account has been verified and activated, you need to enter the details of the bank account where your payouts will be deposited.

• You can add one bank account per HubSpot account.
• Learn more about your current payment processing rates and fees. If your business processes high payment volumes with HubSpot payments, you may be eligible for custom rates. Contact the Commerce Specialist Team to learn more.

To add your bank account details:

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. Scroll down and click Bank account details. Click Add or Edit. If editing information, you may be prompted to verify your identity via your chosen authentication methods (e.g., HubSpot mobile app or a security app) or a backup code.
   
   
4. In the right panel, enter your bank information. U.K. bank accounts must be in GBP.
5. Click Save.

Once your account has been activated and bank information updated, you can start collecting payments with HubSpot's commerce tools.

Update your payments account information

Learn more about viewing and updating your account information, including the account representative, primary point of contact, company information, bank details, and more.

Disconnect HubSpot payments

Learn more about disconnecting HubSpot payments.

Next steps

• Learn more about configuring your checkout page settings to customize default payment methods, policies, shipping information, and more. 
• Learn more about managing payments.