Last updated: March 10, 2023
You can collect payments from your customers using a quote that is integrated with the payments tool. With the payments tool connected to your quotes, you can manage your revenue from the CRM, without relying on an external e-commerce or accounting software.
Please note: when collecting payments on a quote with the payments tool, keep the following in mind:
- Only users with assigned Sales Hub paid seats can collect payments on quotes.
- You cannot collect payments through the HubSpot payments tool on a quote that has a discount applied to the quote total. However, you can include discounted individual line items.
- The payments tool requires at least $0.50 due at checkout. If your quote contains only delayed payment line items, consider packaging them with additional products or requiring a deposit.
To set a quote to collect payments through the HubSpot payments tool:
- In your HubSpot account, navigate to Sales > Quotes.
- In the top right, click Create quote.
- When you reach the Signature & Payment step, select the HubSpot Payments option.
- Select the checkboxes next to the type of payment you'll accept. You can collect payment via credit card or debit card, or automatic clearing house (ACH). Learn how to set the default payment method for payment links and quotes in your settings.
- To collect a billing address to reduce the likelihood of fraud, select the Collect billing address for credit card purchases checkbox (recommended). When selected, the billing address will be added to the payment record.
- To add the customer's shipping address to the payment record, select the Collect shipping address checkbox. To use this feature, you must first enable shipping in your payment settings.
- Click Next, then finishing setting up your quote.
When you share a quote with a customer, the quote will include a summary of their order, including any discounts applied. After reviewing their order, they can start the check out process directly from the quote.
When a customer clicks Check out, the check out page will appear and the customer can enter their payment details. If the payment is processed successfully, the customer will be brought back to the quote that is now marked as Paid.
In HubSpot, a contact record will then be created using the email address that the buyer entered on the checkout page, if a record with that email address doesn't exist already. If your subscription includes marketing contacts, the contact will automatically be set as a marketing contact. Learn how to set contacts as non-marketing, including creating a workflow to automate that process.
On the quotes dashboard, you will see the paid quote listed. ACH quote payments will initially appear as pending, and it can take up to five business days for the status to be updated in case the payment fails. The quote will also be marked as payment processing on the quote webpage. Learn more about collecting payments in HubSpot.
