When you share a payment link or quote integrated with payments with a buyer, the buyer will be brought to a checkout page that includes a summary of their order, including any applied discounts. If the payment link or quote includes recurring line items, the order summary will indicate when HubSpot will charge their credit card or withdraw money from their account for each recurring payment.
This article describes what happens when a buyer uses a link or quote to make a payment. You can also test your links before you share them. Learn more about what happens in HubSpot when a buyer makes a successful payment.
Please note: the payments tool is intended for use in standard online payment transactions, and does not support the collection of sensitive payment information from your customers orally or by phone. If you’ve submitted a payment on behalf of a customer, it can result in the payment being associated with the wrong contact. This is because you’ve filled out a HubSpot form previously and are submitting the payment using a non-private browsing window, which results in HubSpot using your existing cookies to associate the payment. To fix incorrectly associated payments, navigate to the payment record and update the associated contact record.
Review order summary
On the checkout page, the buyer can review a summary of their order, including the line items, any discounts, the total amount owed, and any additional terms included in the checkout description.
If the buyer is checking out using a payment link that allows them to set their own price, select product quantity, 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 along with payment method information.
Depending on how the invoice, payment link, or quote is configured, buyers will have several options for paying:
When paying using a credit card, the buyer should fill in the Payment info form fields, then click Pay [$ amount].
If card payments are enabled, HubSpot will automatically include the option for Apple Pay and Google pay for browsers and devices that are configured for those payment methods. After selecting this payment option, the buyer should click Pay [$ amount], then confirm the payment on their device.
Please note: Apple Pay and Google Pay are only available when using HubSpot payments as your payment processor. Learn more about supported payment methods.
If paying using ACH, the buyer can either authorize payment by logging in to their bank account or entering their information manually.
Bank account login: to log in to a bank account for ACH payment, buyers should click US bank account, then search for and select their bank. A dialog box will then appear where they can log in to their bank account, then select the account that they want to pay with.
Manual entry: to manually enter banking information instead, the buyer should click Enter bank details manually instead. A dialog box will appear where they can enter their bank account information, then click Continue to authorize the purchase.
For all payment methods, the buyer must fill out any required fields before they can submit payment.
After the payment is complete, an order summary will appear on the buyer's screen. If you collected a payment from a scheduling page, a confirmation message will appear letting the contact know that their payment was submitted and the meeting was scheduled.
They will also receive a copy of the receipt in their inbox.
For recurring payments, the buyer will be charged every billing cycle per the terms set on the quote or payment link, and they will receive an email receipt each time they are charged. If you have the Upcoming payment reminder setting turned on in your account, they will also be notified of their next payment 14 days before the payment is due.