Collect payments with legacy forms

Create forms that include the ability to collect digital payments through HubSpot payments or Stripe payment processing. For example, you could collect a payment as part of an event registration, or a webinar sign-up.

Both the form submission data and the payment details will then be available in HubSpot.

Before you get started

• Before creating a payment form, create a payment link to collect payments within the form.
• This article should be used when creating payment forms using the legacy forms editor. If you’re creating forms in the updated forms editor, learn how to collect payments with forms (BETA). If you're a Super Admin, learn how to opt your account into the beta.

Create a payment form

To create a legacy form with one or more payment links:

1. In your HubSpot account, navigate to Marketing > Forms.
2. In the top right, click Create form.
3. Select Legacy Form Editor, then in the top right, click Next.
4. Select Blank template to start with a blank form or select the Payment template.

5. In the top right, click Start.
6. To set up your payment links:
   • If you've selected the Payment template, you'll be automatically directed to the payment link options in your form.
   • If you're creating a form from scratch, in the left sidebar menu, toggle the Payment switch on, then click Select Payment Link.

8. Click the Select a payment link dropdown menu and select a payment link. 
9. Enter a Label for your payment link. 
10. To add another payment link, click + Add an option.
11. To edit a payment link label, click edit Edit.
12. To remove a payment link, hover over the link and click Remove. 
    
    
13. To reorder the payment links, click and drag a payment link using the dragHandle drag handle.
14. To sort your payment links alphabetically, click Sort.
15. To have a payment link be preselected on the form, click the radio button next to the payment link.
16. To clear any preselected options in your payment link field, click Clear preselected. 
17. Once you've set up your payment links, continue setting up the form.
18. When a visitor submits the form, they can select which payment link to use for submission. HubSpot will capture the form submission data and the visitor will then be redirected to the corresponding checkout page to complete their purchase. Learn more about the buyer checkout experience.

View payment form submissions in HubSpot

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

1. In your HubSpot account, navigate to Marketing > Forms.
2. Click the name of the payment form.
3. 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: the payment is processing. Once the payment has been processed, the status will either change to Succeeded or Failed. Learn more about payment processing times.
• 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 bank debit methods, such as ACH, or subscription payments.
• Open: the buyer started to fill out the form, but has not yet completed the payment checkout process.