Last updated: August 30, 2023
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Last updated: August 30, 2023
With the payments tool, you can collect one-time and recurring payments from customers in your CRM using invoices, payment links, and quotes. Payment links can be shared directly with your customers via email or chat, added directly to your website pages, or used with forms.
You can manage your customer's buying experience by providing quick refunds, payment notifications, and receipts. After collecting payments, manage subscriptions created for recurring payments, review your transaction history, download payment and payout reports, trigger workflows, and create custom reports without leaving HubSpot.
Learn more in the payments tool FAQ.
Please note the following before setting up the payments tool:
To activate the payments tool in your account, you will need to complete an application process in HubSpot. HubSpot's risk assessment and underwriting team will review your application within two to three business days. Once your application is approved, you can start collecting payments from your customers.
Before starting the application, make sure you have your company's tax identification information, ownership information, and US bank account information ready.
After your account has been verified and activated, enter the details of the US bank account where your daily cumulative payments, or payouts, will be deposited. You can add one bank account per HubSpot account. You can also review your current payment processing rates and fees. Only users with super admin permissions can make changes to the bank account information. HubSpot will send an email confirmation to each super admin in the account whenever the bank account information is updated.
If you need to update the name of your company or the authorized representative for your account, contact email@example.com. To make other changes to your payments account settings, or to close your payments account, contact HubSpot Support.
To add a bank account, or update the existing one:
When creating new payment links and quotes, the payment method defaults that you select in your payment settings will automatically apply. These preferences are also used when a customer updates their payment information for subscriptions. Changing the default payment method will not impact any existing payment links or quotes, and you can override these settings on an individual payment link or quote.
You can configure the buyer checkout page to include a link to your company's terms of service agreement, as well as require the buyer to acknowledge the terms of service before purchasing.
To configure your policies:
If you've integrated Google Analytics with your HubSpot content, the payments checkout page will be included in that tracking by default.
Please note: if you are using GDPR features or a cookie consent banner that requires visitor opt-in, the Google Analytics script will only run for visitors who opt in to being tracked. If a visitor opts out, the Google Analytics script will not run and the visitor's data won't be tracked.
If you don't want Google Analytics to track the checkout page:
Set up the notifications that you and your customer receive.
By default, users with super admin permissions will receive notifications for the following payments events:
To manage payments notifications:
To manage the notifications that customers receive:
After setting up the payments tool, you can also configure the default settings for your payment links. You can override these default settings when creating a new payment link or when editing an existing link.