Last updated: October 12, 2021
With the payments tool, you can collect one-time and recurring payments from your customers in your CRM. You can collect payments from your quotes, or using payment links. Payment links can be shared directly with your customers via email or chat, or added directly to your website pages.
You can manage your customer's buying experience by providing quick refunds, payment notifications, and receipts. You can also download payment and payout reports, trigger workflows, and create custom reports without leaving HubSpot.
To access payments, you will first have to set up a payment account in HubSpot. During the application process, accurate information about your company, including its owners, tax identification information, and US bank account details will be requested by HubSpot's partner, Stripe, to complete the verification process.
Please note: currently, payments is only available to businesses or organizations located in the US that have a US bank account and are using a paid version of HubSpot.
You can activate the payments tool in your account by completing an application process in HubSpot and verifying your identity with Stripe. HubSpot's risk assessment and underwriting team will then review your application within two to three business days. Once your application is approved, you can start collecting payments from your customers.
Make sure you have your company's tax identification information, ownership information, and US bank account information before starting the application. The entire process can be completed in four steps.
Enter basic information about your company. You'll be asked to provide information about your company's owners, CEO, or signers on this page.
Please note: this beta is designed for customers selling non-physical goods (ex: software, services, events, courses, content, donations, etc.) and is less suitable for those shipping physical goods, as HubSpot does not calculate taxes or shipping fees at this time.
Provide an estimate of the volume of transactions that you expect to collect using the payments tool.
Enter your support team's contact information so your customers know how to get help with their purchases.
After your account has been verified and activated, enter details about your US bank account where your daily cumulative payments will be deposited.
You will receive an email notification when you receive a payment or a payout is sent to your bank account. If you do not want to receive these emails, turn off this notification in your settings:
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