Create and share a payment link

After setting up the payments tool, you can create payment links to share with customers so that they can easily complete a purchase. To create, edit, or delete payment links, you must be a user with a super admin permissions or have Manage payment links access.

For example, your business can use payment links to:

• Accept payments for professional services such as meetings, trainings, consultations, and more.
• Sell, collect, and manage recurring fees for memberships, software subscriptions, and retainers.
• Offer one-time and ongoing project packages, such as construction work, website redesigns, and SEO audits.
• Drive fundraising efforts by collecting one-time and recurring donations of any amount.

You can view some real-world examples from other customers in the Payments Hall of Fame.

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

How payment links work

• Create a payment link: create a payment link to sell a one-time product or service or start a recurring subscription. Simple payment links can be created quickly from a CRM record, or tailored to your needs from the payment links index page.
• Share the link: share the link with a customer either directly or by embedding it in your website, one-to-one emails, meeting scheduling pages, or using the link in your CTAs. You can also collect payments through HubSpot forms.
• Earn and track: receive payouts and track payments through notifications, the payments dashboard, and reports. Learn more about managing payments.

When a customer uses your payment link, they'll be brought to a checkout page where they can review their purchase and entering their credit, debit, or ACH information. After making their purchase, both you and the buyer will receive notifications confirming their payment. Learn more about the buyer checkout experience.

Create a payment link from the payment links index page

• In your HubSpot account, navigate to Sales > Payments > Payment Links
• In the upper right, click Create payment link.

• At the top of the editor, enter a name for the payment link. This name is for internal use only and will not be visible to your customers.

Next, add line items to the payment link.

Add line items

• To add the line items you want to sell using this link, click Select from product library 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.

• • If you're creating a payment link for a custom line item that is specific to this link, configure the line item in the right panel using the following fields:
    • Name: the name of the line item that the customer will see when purchasing.
    • Description: details about the line item's features, options, or other details. 
    • Make this line item optional: select this checkbox to allow buyers to select whether they're purchasing this item at checkout.

• • • Unit price: the price you're charging for the line item. This is the price per item, and is multiplied by quantity when multiple are sold at once.
    • Allow customers to set their own price: select this checkbox to allow buyers to set their own price at checkout. 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.

• • • Quantity: how many of this line item the buyer will be purchasing. The quantity value must be a whole number greater than zero.
    • Allow customers to edit quantity: select this checkbox to allow buyers to select how many of the line item they want to purchase at checkout. After selecting the checkbox, enter the Min Quantity and Max Quantity that a buyer can select.

• • • Billing frequency: how often the buyer will be charged for this line item. Select One-time to charge the buyer once at checkout. To automatically charge the buyer on a recurring subscription basis, select Monthly, Quarterly, Semi-annually, or Annually.
      • By default, recurring subscription payments will renew automatically until canceled. To set the subscription to a specific number of payments instead, click the Billing terms dropdown menu, then select Fixed number of payments. Then, use the Number of payments field to set the number of times to charge the buyer. 
        
        

• • • • By default, the buyer will be charged for their first subscription payment at checkout. To start billing in the future instead:
        • Select the Delay Billing Start Date checkbox.
          
          
        • Click the Start billing terms dropdown menu and select one of the following options:
          
          • Custom Date: a specific date in the future. After selecting this option, use the date picker to select the start date, then click Save.
          • Delayed start (days): delay the billing start date by a number of days after checkout. After selecting this option, enter a number into the Delayed billing start by days field.
          • Delayed start (months): delay the billing start date by a number of months after checkout. After selecting this option, enter a number into the Delayed billing start by months field.

• • • After setting up the line item, click Save or Save and add another.
      
      

• After adding line items, you can update their details either by clicking the name of the line item or by using the columns in the line items table. 
  
  
  
  • If you selected line items from product library, the line item editor fields will be pre-populated with that product's information. Any changes you make will not update the product itself, only the line item on this payment link.
  • 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 Edit. 
  • 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. 

In the Totals section, you can click Add discount, fee, or tax to add a discount, additional fee, or tax to the payment link total.

• Click the Add discount, fee, or tax dropdown menu, then select Add one-time discount, Add one-time fee, or Add one-time tax.
• Enter the name for the discount, fee, or tax.
• Enter a value for the discount, fee, or tax. By default, the value will be set to USD. To change the discount, fee, or tax to a percentage-based value, click USD, then select %. 
• View the total amount with the discount, fee, or tax applied. This is the total amount that your buyer will pay at checkout.
  
  

• After setting up all line items and any discounts, fees, and taxes, click the Settings tab at the top to configure your payment link settings.

Configure payment link settings

On the Settings tab, you can set up deal creation and checkout behavior. Payment links will inherit the default payment link settings, but these can be updated per link.

• By default, purchases made with the link will not create a new deal in HubSpot. To create a new deal for each purchase, click to toggle the Create a new deal for each payment switch on. Then, select a Deal pipeline and Deal stage for the new deal using the dropdown menus.
  
  

• In the Checkout section, use the text box to 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.

• To enable the payment link to use discount codes, click to toggle the Discount codes switch on.
  
  
• 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. In addition, you cannot include the following field types: calculation, file, HubSpot user, and score.

• • To edit the form field's label and help text, click the edit pencil icon next to the field, update the label and help text details, then click Save.
  • 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 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.

After setting up your payment link settings, click the Preview tab at the top to preview the checkout page.

Preview the checkout page

On the Preview screen, you review what your buyers will see when they open the payment link, including any discounts and scheduled subscriptions.

• Use the device icons in the upper right to preview what the link will look like on different screen sizes.

• 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.

Create a simplified payment link from a CRM record

In addition to creating payment links from the index page, users with permission to manage payment links can create and send payment links directly from contact, company, and deal records.

Payment links created from CRM records are simplified by featuring only a link name, an item name, and a one-time price. However, if you need to add recurring payments, discounts, additional line items, or other advanced features, you edit the link after creation or create a payment link from the payments index page.

To create a payment link from a CRM record:

• In your HubSpot account, navigate to a contact, company, or deal record:
  • In your HubSpot account, navigate to Contacts > Contacts.
  • In your HubSpot account, navigate to Contacts > Companies.
  • In your HubSpot account, navigate to Sales > Deals.

• Click the name of the contact, company, deal, or record. 
• In the right sidebar, navigate to the Payment Links card, then click + Add.

• In the right panel, set up your payment link:
  • Link name: the name of the payment link.
  • Link item name: the name of the item that the buyer is purchasing, which will appear on the checkout page. 
  • Price: the price to charge the buyer.
  • By default, the payment link will be turned off after the customer makes their purchase. To keep the payment link available for further purchases, click to clear the Turn this link off after a payment is made checkbox.
    
    
    
    
• Click Create payment link.
• After saving your payment link, a dialog box will appear with a shareable link. Click Copy to copy the link.

Once your payment link is created, you can update it from your payment links dashboard. You can also test the link before sharing it to review what the customer will seeing during checkout.

Troubleshooting

Payment not appearing on the contact record

When a buyer makes a purchase through a payment link, HubSpot will associate the resulting payment with that contact based on their email address. If you create the payment link from one contact record, but another contact makes the purchase, the payment will not appear on the original contact's record. You can manually associate the payment with the original contact from their record by clicking + Add in the Payments card. 

Payment Links card not appearing on the contact record

Account admins can customize the right sidebar of CRM records to display only specific cards. If you don't see a Payment Links card in the right sidebar of a contact, company, or deal record, ensure that the card has been added to any right sidebar customization. 

Manage payment links

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

• In your HubSpot account, navigate to Sales > Payments > 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, then select an option:
  • Edit: edit the payment link.
  • Clone: create a copy of the payment link.
  • Preview: view the buyer checkout page for the payment link.
  • Open link in test mode: test the payment link. This option is not available for payment links with recurring line items. 
  • Copy embed code: copy the link's embed code to add it to your content. This option is only available for payment links with line items that are a set price and charged immediately. If a payment link has line items that are buyer-editable (quantity or price), optional, or have a future billing start date, you'll need to share the payment link instead. 
  • Turn link on/off: set whether the payment link is active and can collect payments. A link that's turned off will not allow payments, but can be turned back on at any time.
  • Delete: delete the payment link. 

Share payment links

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 > Payments.
• In the upper right, click Manage payment links.
• Hover over the link and click the Copy link.

• Paste the link into an email, chat, or quote and send it directly to the contact. Learn more about the buyer checkout experience.

Please note: when you open a payment link, the URL will change to reflect that new checkout session. Each checkout session is unique and can only be used once. For this reason, you should not copy/paste the checkout session URL when sending the link to multiple buyers, but instead use the URL provided when clicking Copy link.

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

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