Last updated: January 19, 2022
After you set up the payments tool and start collecting payments, you can manage your existing payments in HubSpot. You can issue a refund, resend a receipt, or download a report of your payments and payouts.
If you created a payment link to collect recurring payments or added recurring line items to your quote, when a contact makes a purchase using the link or quote, a subscription record will be created and will be associated to the contact and deal record.
You can access a list of recent payments and download a report of your payments and payouts. This includes payments made using a payment link or a quote. For card payments, the payments dashboard will show the status immediately after the payment is completed. ACH 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.
On the Transaction history tab, you can issue a refund or resend a receipt to the buyer.
If you created a payment link to collect recurring payments, or added recurring line items to your quote, a subscription record will be created and associated to the contact and deal record when a customer makes a purchase using the link or quote.
Please note: the subscriptions created for a recurring payments are different from the email subscription types that represent the lawful basis to communicate with your contacts. Learn more about managing email subscription types.
Keep in mind that subscriptions cannot be created manually from a record and must be created via a payment link or quote with recurring line items.
Please note: if you need to pause or update a subscription, you must cancel the subscription first, then create a new payment link or quote for the updated or resumed subscription.
When you cancel a subscription, keep in mind that it will be cancelled immediately. Therefore, you can either wait until the end of the billing term, or cancel the subscription and issue a refund for the unused service days.
Please note: if you don't have refund policy, it is recommended to cancel closer to the billing date.
The customer will receive a subscription cancellation email.
If you canceled the subscription before the end of the billing term, learn how to issue a refund from your payments dashboard. You can also create a subscription-based workflow to send a notification to your team when a customer's next payment is due to remind them to cancel the subscription.
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