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BETA

Set up the payments tool

Last updated: October 12, 2021

In Beta

Applies to:

Marketing Hub Starter, Professional, Enterprise
Sales Hub Starter, Professional, Enterprise
Service Hub Starter, Professional, Enterprise
Operations Hub Starter, Professional
CMS Hub Starter, Professional, Enterprise

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. 

Set up payments 

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. 

  • In your HubSpot account, navigate to Sales Payments
  • Click Set up payments
  • Review the Terms & Conditions. This is recommended before you continue the set up process.
  • Make sure you meet the eligibility requirements to use payments, then select the checkboxes to confirm.

before-you-start-with-payments

  • Click Start

Contact & company information

Enter basic information about your company. You'll be asked to provide information about your company's owners, CEO,  or signers on this page. 

  • Enter the owner's first name, last name, email address, and phone number.
  • In the How long has you company been in business? section, select a time range option to indication how many years your company has been in business. 
  • Enter information about the products and services you plan to sell using the payments tool so HubSpot can best support you. 

payments-contact-company-info

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. 

  • Click Next

Transaction information

Provide an estimate of the volume of transactions that you expect to collect using the payments tool. 

  • In the Average transaction amount section, select the average amount you expect a customer to pay per transaction.
  • In the Monthly transaction volume section, select the estimated range of cumulative payments you expect to collect during one month via the payments tool. 
  • In the After your customers pay, how long will it usually take for them to receive their goods or services? section, select a time range option. For subscriptions, use the time from the initial payment to the first delivery.

payments-set-up-expected-transactions

  • Click Next

Customer support information

Enter your support team's contact information so your customers know how to get help with their purchases. 

  • Enter an email address and phone number for your support team. 
  • In the Bank statement description field, enter the name that will appear next to the charge on a customer's bank statement. Make sure to use a name that they'll recognize to prevent chargebacks. 
  • Click Submit

payments-set-up-customer-support

 

Add and edit bank account information

After your account has been verified and activated, enter details about your US bank account where your daily cumulative payments will be deposited. 

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Payments
  • Click the Account info tab. 
  • In the Rates section, your current payment processing rates will appear. Learn more about the rates and fees for the payments tool. 
  • In the Bank info section, click Add

add-bank-account-information

  • In the right panel, enter the following information:
    • Account holder name: the owner of the bank account, which can be a person or a company. 
    • Routing number: the number that identifies your bank or financial institution in a monetary transaction. 
    • Account number: the number used to identify the account at a bank or brokerage
    • Confirm account number: confirm the number that you entered in the previous field to make sure it is accurate. 
  • Click Save
  • If you need to make changes at anytime to your bank account information, click Edit next to the existing account information. 
  • To collect your customer's shipping address during the checkout process, in the Enable Shipping section, click to toggle the Enable shipping to collect your customer's shipping address during the checkout process switch on.
  • In the Public business section, enter information about your business that will help customer's identify your charges on their bank statements. 
    • Support phone number: enter the phone number that your customers can call with questions about their payments. 
    • Support email: enter the email address that your customers can send emails to with questions about their payments. 
    • Statement descriptor: enter the name that will appear next to the charge on a customer's bank statement. Make sure to use a name that they'll recognize to prevent chargebacks. 
  • When you're done editing your bank account information, click Save

Once your account has been activated and your bank information has been updated, you can start to create and share payments links, or integrate payments with your quotes

Manage payment notifications 

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: 

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Notifications
  • Click to expand the Payments notification settings, then clear the Payment received or Payout created checkbox. 

payment-notifications

  • Click Save