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.
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 enabled on the payment link, buyers can also enter their own price, select product quantity, or add optional products.
They can then enter either their credit card number or bank account information.
If paying using a credit card, the buyer should fill in the form fields, then click Pay [$ amount]. If paying using ACH, the buyer should enter their account information, then click Review payment details. The buyer can review the terms in the dialog box, then click Authorize.
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.
If you're a HubSpot user using the payments tool, learn more about what happens when a buyer makes a payment using a link or quote.