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Payments

Create and share a payment link

Last updated: October 25, 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 setting up the payments tool, you can create payment links to share with customers so that they can easily complete a purchase. If you're selling a product or service with a recurring billing frequency, you can create payment links to automatically collect recurring payments using customers’ payment information on file.

You can share the link directly with a customer, add it to your website, insert it into an email using the HubSpot Sales Chrome extension, or add the link to a CTA or in your email signature. You can also test one-time payment links using test payment information provided by HubSpot before you share the link with a contact.

To create, edit, or delete payment links, you must be a user with a super admin permissions or have Manage payment links access.

Please note: to use payments links, your company must be headquartered in the United States and you must accept payments in USD.

Create payment links

  • In your HubSpot account, navigate to Sales > Payments.
  • In the upper right, click Manage payment links.
  • Click Create payment link.

Add line items

Please note: you can't include line items that have a unit price of $0.

    • If you're creating a payment link for a product from the product library, in the right panel, select the checkboxes next to the products you want to create a payment link for, then click Add.

add-from-library-to-payment-link

    • If you're creating a payment link for a custom line item that is specific to this link, in the right panel:
      • Enter the line item name, description, quantity, and unit price. The quantity value must be a whole number greater than zero.
      • If you want buyers to be able to select a different quantity when making a payment, select the Allow customers to edit quantity checkbox. Then, enter the Min Quantity and Max Quantity that a buyer can select.
      • If you want buyers to be able to enter their own amount to pay, select the Allow customers to set their own price checkbox. Use this option to accept partial payments for an existing invoice, or one-time or recurring donations. You cannot select this option if buyers are allowed to edit the quantity.
      • To collect a single payment from your customers, click the Billing frequency dropdown menu and select One-time.
      • To collect recurring payments, click the Billing frequency dropdown menu and select a frequency.
      • Click Save or Save and add another.

create-line-item

  • To edit the columns that appear in the line item editor, in the top right, click Edit columns. Select the checkboxes next to the properties you want to display in the line item editor, then click Save.
  • In the line item editor, make edits to your line items' properties. If you selected line items from product library, these fields will be pre-populated with that product's information and will not be affected by any changes that you make here.

    • To make edits to the name, description, quantity, or price, click the line item name. Or you can hover over the line item and click the Actions dropdown menu, then select Editedit-line-item-gif (1)
    • To add a unit discount for a specific line item, use the dropdown menu to select % or USD, then enter the discount value. Discounts for recurring line items will apply to all future payments. You can also include a one-time order discount, which will apply to the order total. 
USD-discount-line-item
    • If you're collecting recurring payments, click the Billing terms dropdown menu and select an option:
      • Fixed number of payments: the length of the billing cycle. If you select this billing term option, enter a number in the Number of payments field. This represents how frequently and for how long the customer will be billed. For example:
        • If the billing frequency is monthly and the number of payments is seven, the customer's card will be charged every month for seven months.
        • If the billing frequency is quarterly and the number of payments is eight, the customer's card will be charged every three months for 24 months.
      • Automatically renew until cancelled: the subscription will automatically renew. There is no end date for the recurring payments and the customer payment method on file will be charged until the subscription is cancelled.

billing-terms

    • To add more line items to the link, in the top right, click the Add line item dropdown menu.
  • To add a one-time discount to the order total:
    • In the Totals section, click Add one-time discount.
    • Enter a name for the discount, then use the dropdown menu to select USD or % and enter a discount amount.
    • View the total amount with the discount applied. This is the total amount that your buyer pays at checkout.

      payment-link-add-discount
  • Click Next.
  • Enter a link name. This name is for internal use only and will not be visible to your customers.
  • If you don't want to create a new deal when a buyer makes a payment using this link, click to toggle the Create a new deal for each payment switch off. In the dialog box, review the information then click Turn off new deals.

turn-off-new-deals

Please note: if you've turned off new deal creation, it's recommended to use the lists tool to identify new buyers. For example, you can create a list of contacts who submitted a form before or after making a payment, or a list of contacts who visited a custom checkout page URL.

  • If you're creating new deals, you need to select a pipeline and deal stage:
    • Click the Deal pipeline dropdown menu and select a pipeline.
    • Click the Deal stage dropdown menu and select a deal stage.

payment-link-name-and-deal-pipeline

Checkout

  • In the text box, you can include any next steps or additional context that will appear below the total on the checkout page. Use the dropdown menus to edit the font and font size, and the icons in the rich text editor to format the text, insert a link, image, emoji, or snippet.

description-field-payment-links

  • To enable the payment link to use discount codes, click to toggle the Discount codes switch on.

    enable-discount-codes
  • To add form fields to collect additional information from your contacts when they make a purchase, click add Contact property.
    • Click the Add contact property dropdown menu, then search for and select a property.

Please note: only contact properties in the Contact information property group can be added as fields.

    • To make the field required, next to the field select the Required checkbox.
    • To reorder the form fields, next to the property name, click to drag and drop it to a different position.

select-contact-property-for-payment-link

  • 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). 
  • 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.
  • In the Checkout confirmation section, select the radio button next to the checkout confirmation option. You can redirect the buyer to the default successful payment page or redirect them to a custom branded thank you page.
  • Click Next.
  • On the Preview screen, you can access a preview of what the buyer will see when they open the payment link, including any discounts. Use the device icons in the top right to preview what the link will look like on different screen sizes.

payemnt-link-preview

  • To make any changes to the checkout page, click Back. To finish setting up your payment link, click Create

When your link is successfully created, you'll be brought back to the Payment link tab. You can test the link before sharing it, then share a link with a customer or embed the link on your website.

Manage payment links

You can clone, edit, and delete payment links from the Payment link tab.

  • In your HubSpot account, navigate to Sales > Payments.
  • In the upper right, click Manage payment links.
  • Use the search bar in the top left to look up a payment link by name.
  • Hover over the link and click the Actions dropdown menu:
    • To edit the link, click Edit.
    • To clone the link, click Clone. In the dialog box, enter a new link name, then click Clone.
    • To delete the link, click Delete. In the dialog box, click Delete payment link.
payment-link-actions-dropdown

You can copy and share payment links directly to your customers via email, chat, or quote. Depending on your HubSpot subscription, you can also embed the payment link on one of your pages, share it in a marketing email, send a payment link using the HubSpot Sales Chrome extension, or include it on a scheduling page.  

  • In your HubSpot account, navigate to Sales > Payments.
  • In the upper right, click Manage payment links.
  • Hover over the link and click the Copy link.

payment-link-copy-link

Please note: when a buyer submits the payment link, a contact will be created for them if one doesn't already exist. 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.

After you starting collecting payments in HubSpot, learn more about managing your payments and subscriptions. You can also analyze payments revenue with a dashboard.

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