Set up HubSpot payments

HubSpot payments is HubSpot’s native payment processing option that enables you to collect one-time and recurring payments through invoices, payment links, and quotes directly within your unified customer platform. HubSpot payments is available to companies based in the United States, the United Kingdom, and Canada, and enables you to collect payments through credit/debit cards, Apple Pay and Google Pay, and ACH direct debit.

HubSpot payments streamlines your payment collection process, and eliminates disconnected systems by keeping your customer and payment data in one place.

Alternatively, if you have an existing Stripe account, you can connect it as a payment processing option instead. Stripe payment processing is available for all account subscriptions and is available internationally.

Below, learn how to set up HubSpot payments to begin collecting money through HubSpot. Then, complete your setup by configuring your checkout settings. You may also want to learn how to manage incoming payments and subscriptions, or check out the FAQ. 

HubSpot payments setup requirements

Please note the following before setting up HubSpot payments:

• HubSpot payments is only available to businesses and organizations that are located in and operating in the United States, the United Kingdom, and Canada. You must have a U.S. (if based in the United States), U.K. (if based in the United Kingdom), or Canadian (if based in Canada) bank account, and be using a paid version of HubSpot. If your business isn't based in the U.S., the U.K., or Canada, consider using Stripe as a payment processing option.
• Each HubSpot account can only have one instance of HubSpot payments set up. If you use Brands to manage brands in your account, all Brands must use the same instance of HubSpot payments.
• HubSpot payments is designed for selling non-physical goods (ex: software, services, events, courses, content, donations, etc.) and is less suitable for those shipping physical goods, as HubSpot doesn't calculate taxes or shipping fees at this time.
• HubSpot payments isn't supported in sandbox accounts, and should only be set up in standard accounts. Trying to set up payments in a sandbox account will result in your payments application being rejected. In addition, payment links created in sandbox accounts will appear in the standard account instead and can't be used for collecting payments.

Set up HubSpot payments

To activate HubSpot payments in your account, you'll need to complete an application process. 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 bank account information ready.

1. In your HubSpot account, navigate to Commerce > Payments.
2. Click Set up payments.
3. Enter your email, then click Save and continue.
4. Fill out the application form, clicking Save and continue after each section.

Please note: once you enter a business type, it can't be changed. If you need to change the business type you entered, contact support.

5. At the Review & finish step, click the edit pencil icon to edit a section.
6. Select the I agree to the Terms & Conditions checkbox to agree to the terms and conditions.
7. Click Submit.
8. If your identity can't be verified, you'll be prompted to provide additional information.
9. Clicking Verify identity with Stripe will direct you to Stripe to enter the additional information.
   
10. After submitting your application, HubSpot’s risk assessment and underwriting team will review it within two to three business days. Once approved for HubSpot payments, you can add your bank account information to begin collecting payments.

Add and edit bank account information

Please note: if you've connected Stripe as a payment processor, you'll need to manage your bank information within Stripe. 

After your account has been verified and activated, enter the details of the bank account where your 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 paymentsunderwriting@hubspot.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:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Payments.
3. On the Payouts tab, click Add or Edit next to the bank account information section.
   • If editing information, you may be prompted to verify your identity via your chosen authentication methods (e.g., HubSpot mobile app or a security app) or a backup code.
   
   
4. In the right panel, enter your bank information. U.K. bank accounts must be in GBP.
5. Click Save.

Once your account has been activated and your bank information has been updated, you can start collecting payments with HubSpot's commerce tools.

Next steps

Configure your checkout page settings to customize default payment methods, policies, shipping information, and more. 

To disconnect HubSpot payments, follow these steps.