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BETA

Create and share a payment link

Last updated: October 14, 2021

In Beta

Applies to:

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

After you set up the payments tool, you can create a payment link to share with your 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, embed it on your website, 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.

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, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Objects > Products & Quotes.
  • Click the Payment links tab.
  • In the upper right, click Create payment link.

Add line items

  • To add the line items you want to sell using this link, click Select from product library (Professional or Enterprise only) or Create custom line item.
    • 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, enter the line item name and description, then click Save.

add-custom-line-item-to-payment-link

  • In the line item editor, make edits to your line items' price, quantity, and billing frequency. If you selected line items from product library, these fields will be pre-populated with that product's information. The changes that you make here will not update the product's information in the product library.

    • Update the price and 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 recurring frequency.
    • 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 card on file will be charged until the subscription is cancelled.

edit-payment-link-line-items

    • To make edits to the line item name and description, hover over the line item and click Actions.
    • To add more line items to the link, in the top right, click Add line item.
  • Click Next.
  • Enter a link name. This name is for internal use only and will not be visible to your customers.
  • Click the Deal pipeline dropdown menu and select a pipeline. If you don’t select a pipeline, HubSpot will automatically add it to an existing pipeline, or create one for you.
  • Click the Deal stage dropdown menu and select a deal stage. If you don’t select a stage, HubSpot will select Closed won, or the custom deal stage with 100% win probability.

link-name-and-deal-details

Checkout

  • To add form fields to collect additional information from your contacts when they make a purchase, click add Contact property. You can add company, first name, last name, and phone number fields. To make the field required, next to the field select the Required checkbox.

enter-payment-link-checkout-information

  • 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) for one-time payments.
  • To collect a billing address to reduce the likelihood of fraud, select the Collect billing address for credit card purchases checkbox. Collecting a billing address is recommended.
  • To collect your customer's shipping address, select the Collect shipping address checkbox.
  • 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 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.

If you need to delete a payment link, on the Payment link tab, hover over the link and click the Actions dropdown menu and click Delete. In the dialog box, click Delete payment link.

To share your payment link with a customer, you can either send them the link directly or embed the link on your website.

To copy and share the payment link:

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Objects > Products & Quotes.
  • Click the Payment links tab.
  • Hover over the link and click the Actions dropdown menu, then select Copy link.

select-payment-link-to-share

  • Paste the link into an email, chat, or quote and send it directly to the contact.

The contact will be brought to a checkout page where they can enter their payment information. After the payment is complete, they'll receive a copy of their receipt and you'll receive a notification.

enter-billing-information

You can customize the appearance of the receipt in your account's branding settings. If you do not want to receive a notification for a completed payment, you can turn off email notifications for payments in your notifications settings.

receipt-of-payment

When a payment is processed successfully using the payment link, a deal record will be created in your HubSpot account with the payment details. A contact record will also be created using the email address entered on the checkout page, if a record with that email address doesn't exist already. In addition, for recurring payments, a subscription record will be created for the customer and will be associated to the contact and deal record.

Add a payment link to your website

You can add a payment link to your website so that your customers can complete payments directly on your site. The payment link will appear as a checkout button, which will redirect your visitors to a HubSpot page where they can complete the checkout process.

To add a payment link to your website, you can either add a module to a drag and drop page or template, or copy and paste the payment link embed code. If you're a developer, learn how to add a payment field to your theme or custom module.

To add the default payments module to your HubSpot pages: 

  • Navigate to your content:
    • Website pages: In your HubSpot account, navigate to Marketing > Website > Website Pages.
    • Landing pages: In your HubSpot account, navigate to Marketing > Landing Pages.
  • Hover over a page and click Edit
  • In the content editor, locate the Common modules section on the Add tab in the sidebar editor. 
  • Click the payments module and drag it into position on the page. 

add-payments-module-to-page

  • In the sidebar editor, click the Payment dropdown menu and select the payment link to add to the page. 
  • In the Button text field, edit the text that appears on the payment link button. 
  • To include an icon on the payment link button, select the Add icon checkbox. To select a different icon, click to expand the Icon editing options. 

edit-icon-on-payment-link-button

  • In the top right, click Update or Publish to set your changes live. 

In the design manager, you can also add the default payments module to the page template

add-payments-moduleTo copy the embed code: 

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Objects > Products & Quotes.
  • Click the Payment links tab.
  • Hover over the link and click the Actions dropdown menu, then select Copy embed code.
  • Add the embed code to a module on your page or post. 

Test your payment link

Please note: currently, you cannot test recurring payments links.

Before sharing your payment link with a contact, you can test the link to make sure it works as expected and experience your customer's payment journey. Using a test mode, you can replicate the actions that take place in actual payment scenarios, without actually charging a credit card. Testing your payment links is especially important for higher payment amounts. You can test payments made via credit card or ACH.

To access your payment link for testing:

  • Hover over the link and click the Actions dropdown menu, then select Open link in test mode.
  • Enter values from the tables below to complete a test purchase.

Keep in mind that if you test your links, a new contact and deal record will be created for one-time payments, and a contact, deal, and subscription will be created for recurring payments.

Test payment links for payments via credit card

HubSpot provides test card numbers that you can use to test the payment links. In addition to the sample credit card numbers, use following values for other fields:

  • Expiration date - any valid future date
  • CVC number - any random number
  • Name on the card - any alphabetical string
  • PIN code - any 3 digits (4 digits for American Express card)

To simulate a successful payment, use the values from the table below.

Credit card number Brand
4242424242424242 Visa
4000056655665556 Visa (debit)
5555555555554444 Mastercard
2223003122003222 Mastercard (2-series)
5200828282828210 Mastercard (debit)
5105105105105100 Mastercard (pre-paid)
378282246310005 American Express
371449635398431 American Express
6011111111111117 Discover
6011000990139424 Discover
3056930009020004 Diners Club
36227206271667 Diners Club (14-digit card)
3566002020360505 JCB
6200000000000005 UnionPay

To simulate a failed payment, use the values from the table below.

Credit card number Error message
4000000000000036 ZIP code validation fails & payment is declined
4000000000000002 Card is declined.
4000000000009995 Payment is declined due to insufficient funds.
4000000000000069 Payment is declined due to an expired card
4000000000000127 Payment is declined due to incorrect CVC.

Test payment links for payments via ACH

You can also test successful and failed ACH payments using the bank routing and account numbers in the table below.

Routing number Account number Status description

110000000

000123456789 Success
000111111116 Failure upon use
000111111113 Account closed
000222222227 NSF/insufficient funds
000333333335 Debit not authorized
000444444440 Invalid currency