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Payments

Collect payments with forms

Last updated: September 29, 2022

Applies to:

Marketing Hub Starter, Professional, Enterprise
Sales Hub Starter, Professional, Enterprise
Service Hub Starter, Professional, Enterprise
Operations Hub Starter, Professional, Enterprise
CMS Hub Starter, Professional, Enterprise

After you set up the payments tool in HubSpot, you can collect payments when a visitor submits a form. Both the form submission data and the payment details will then be available in HubSpot.

Create a payment form

  • In your HubSpot account, navigate to Marketing > Lead Capture > Forms.
  • In the top right, click Create form.
  • Select your form type.
  • In the upper right, click Next.
  • In the left panel, select Blank template to start with a blank form or select the Payment template.

select-payment-template

  • In the top right, click Start.
  • If you selected the Payment template, in the dialog box, click the Payment link dropdown menu and select a payment link, then finish setting up your form.

select-a-payment-link

  • If you're creating a form from scratch, to collect payments using this form:
    • In the form editor, click the Options tab.
    • Click to toggle the Collect payments switch on.
    • Click the Payment link dropdown menu and select a payment link.

collect-payments-from-options-tab

When a visitor submits the form, HubSpot will capture the form submission data and the visitor will then be redirected to the checkout page where they can complete their purchase. Learn more about managing payments.

View payment form submissions in HubSpot

You can view payment form submissions in the same way that you would view other types of form submissions:

  • In your HubSpot account, navigate to Marketing > Lead Capture > Forms.
  • Click the name of the payment form.
  • On the form details page, click the Submissions tab.

On the Submissions tab, you can review the payments that have been submitted. The Payment status column will display the status of the payment, which can include the following values:

  • Pending: it can take two to three days to debit a buyer's bank account for a payment made via ACH, during which time the status will appear as Pending. When the payment is processed, the status will either change to Succeeded or Failed.
  • Succeeded: the payment was successfully collected from the buyer.
  • Failed: the buyer's payment method wasn't successfully charged. This status only applies payments made via ACH or subscription payments.
  • Open: the buyer started to fill out the form, but has not yet completed the payment checkout process. 
payment-form-statuses-2

 

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