Set up default payment link settings

When creating a payment link, you can configure settings such as whether to automatically create deals, checkout page text, discount code settings, and more. In your account settings, you can also configure all of these options as default settings so that you don't have to set them manually every time you create a new payment link. You can then manually override any default settings within each payment link if needed.

To collect payments through payment links, you'll need to set up one of the following payment processors:

• HubSpot payments: set up HubSpot payments, HubSpot's built-in payment processor, available to companies based in the United States, Canada, or the United Kingdom, with Starter, Professional, and Enterprise accounts.
• Stripe payment processing: connect your existing Stripe account to use Stripe for payment processing, available internationally with some exceptions. Stripe payment processing is available for all subscriptions.

To set up your default payment link settings:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar, navigate to Objects > Payment Links.
3. On the Setup tab:
   • Under Deals, toggle the Allow payment links to create new deals switch on to create a new deal for each purchase via the payment link. By default, this setting is off.
     • Click the Deal pipeline dropdown menu and select the pipeline the deal should be added to.
     • Click the Deal stage dropdown menu and select the deal stage the deal should be in after a payment link purchase.
   • Click Save in the bottom left.

• • Under Text box, use the text box to write any additional context you'd like to give the buyer. For example, you may want to provide them with information on what happens after they pay, or steps they should take next. Use the rich text options 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. You can add up to 5,000 characters. Click Save in the bottom left.
  • Under Discount codes, toggle the Allow buyers to use any active discount code switch on to allow buyers to use discount codes for payment links by default. Click Save in the bottom left.
  • Under Contact info, add form fields to collect more information from buyers as they make a purchase with the payment link.
    • Click + Contact property to add a contact property.
    • Click the Add contact property dropdown menu. Search for and select a property.
    • Click Save.
      
      

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

• • • Click + Company property to add a company property.
    • Click the Add company property dropdown menu. Search for and select a property.
    • Click Save.

• • • 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, select the Required checkbox next to the field.
    • To reorder the form fields, next to the property name, click the dragHandle drag handle to drag and drop it to a different position.
      
      
    • Click Save in the bottom left.
  • Under Billing & shipping information, click the checkout settings link to set up default allowed payment methods and address preferences.
  • Under Confirmation page, select the default behavior for the payment confirmation page after a buyer makes a purchase. You can redirect the buyer to the default successful payment page or redirect them to a custom-branded page.
    
    • Select Show a standard page with order details to show the order information after payment. Click Save in the bottom left.
    • Select Redirect to a different page to select a different destination after payment.
      • Click the Please select or add a link dropdown menu and select a page from your HubSpot account. 
      • To set an external link as the destination instead, click the Please select or add a link dropdown menu, then click Add external link. Enter the URL in the dialog box, then click Add.
      • Click Save in the bottom left.