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Payments

Create and use payment discount codes

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

In addition to creating payment links with unit discounts and one-time order discounts, you can also create discount codes that customers can use across your payment links. Discount codes can be either dollar-based or percentage-based, and can be deactivated at any time. After creating a discount code, you'll then decide which payment links to enable to use discount codes. Learn more about the types of discounts you can offer and how they impact payments.

For example, if you're having a seasonal sale, you could create a WINTER2022 discount code. You'll then create or update existing payment links to enable discount code usage, and deactivate the code once the sale ends.

buyer-checkout-discount-applied-to-total

Below, learn how to create and use discount codes for payment links.

Before you get started

Note the following before getting started creating discount codes:

  • You can enable discount codes for payment links that include unit discounts, but not for payment links that include a one-time discount.
  • Customers will not be able to enter a discount code on payment links that are embedded using the embed code.

Create a discount code

To create a discount code:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to ObjectsProducts.
  • Click the Discount codes tab.
  • Click Create discount code.
  • In the right sidebar, configure the discount code. These settings can be updated at any time:
    • Name: the internal name for the discount code.
    • Value: the discount amount. Use the dropdown menu to select either USD or %, then enter the amount.
    • Codethe code that the customer will use at checkout.
    • Code status: whether the discount code is active or inactive. An inactive discount code cannot be applied at checkout. 
  • Click Save.
create-discount-code-sidebar

 

Enable payment links to use discount codes

By default, payment links are not enabled to use discount codes. To enable a payment link to allow customers to use discount codes:

  • In your HubSpot account, navigate to Sales > Payments > Payment Links.
  • To update an existing payment link, click the name of the payment link. Or, create a new payment link.
  • On the Link Details screen, under the Checkout section, click to toggle the Discount codes switch on.

    enable-discount-codes
  • Continue configuring your payment link, then click Next.
  • On the preview screen, note the + Add discount code now available on the buyer checkout page.

    buyer-checkout-discount-application-option
  • Click Create

Manage discount codes

To update or delete a discount code:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to ObjectsProducts.
  • Click the Discount codes tab.
  • To update a discount code, such as deactivating it, click the name of the code, then update its details in the right sidebar.

Please note: discount code deactivation is immediate, meaning any customers who try to checkout with that code after deactivation will receive an error during checkout.

  • To delete a discount code, hover over the discount code, then click Actions, then select Delete.
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