Set up HubSpot payments

HubSpot payments is HubSpot’s built-in payment processing option that enables you to collect one-time and recurring payments through invoices, payment links, and quotes, legacy quotes, and subscriptions. It's available to companies based in United States, United Kingdom, and Canada, and enables you to collect payments through credit/debit cards, Apple Pay, Google Pay, and bank debits such as ACH, SEPA, PADs, and BACS.

HubSpot payments streamlines your payment collection process and eliminates disconnected systems by keeping your customer and payment data in one place. Use HubSpot as the central source of truth for your commerce-related tools and assets to:

• Manage sales agreements: create branded quotes to send to prospects.
• Handle recurring billing: use subscriptions to manage recurring billing.
• Collect revenue: issue invoices to collect payments via credit card, bank debit, or recorded offline methods.
• Manage payments: manage payments and payouts from HubSpot.
• Report on key metrics: analyze and report on key revenue metrics.

Learn more about HubSpot payments in the frequently asked questions.

As an alternative, if you have an existing Stripe account, you can connect it as a payment processing option. The Stripe payment processing option is available for all account subscriptions and is available internationally with some exceptions.

Before you get started

Please note the following before setting up HubSpot payments:

• HubSpot payments is only available to businesses and organizations that are located and operating in the United States, the United Kingdom, and Canada. You must have a U.S., U.K., or Canadian 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 (e.g., software, services, events, courses, content, donations, etc.), and is less suited to those shipping physical goods, as HubSpot doesn't calculate shipping fees. Automated taxes can be calculated for businesses in the U.S. and Canada.
• 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 must first complete an application within your account. 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, ownership, and bank account information available.

1. In your HubSpot account, navigate to Commerce > Payments.
2. Click Set up payments. Learn more about migrating to HubSpot payments if you have already set up Stripe as a payment processing option.
3. To get a processor recommendation, click Take this quick survey.
4. To continue setting up HubSpot payments, in the Choose a payment processor section, select HubSpot payments, then click Next.
   
   
5. Click the Where is your company located? dropdown menu and select a country. Click Save and continue.
6. To exit the application process, click Exit in the top right. Your progress will be saved. Click Set up payments to continue enrollment. You can also select Integrate with a Stripe payment processing account, after starting HubSpot payments enrollment, to connect Stripe as a payment processing option instead. 
7. Fill out the application form. Click Save and continue after each section. If you're based in the U.S. or Canada, you'll be prompted to enter your bank account information during the set up process. If you're based in Canada, you can add separate bank accounts to collect both Canadian and U.S. dollars. If you're based in the U.K., enter your bank details in your payments account after completing the application. 

5. At the Review & finish step, if you want to edit any sections, click the edit edit icon next to 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. Click Verify identity with Stripe to be directed to Stripe, HubSpot's underlying infrastructure for HubSpot payments, 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. 

Update your payments account information

Learn more about viewing and updating your account information, including the account representative, primary point of contact, company information, bank details, and more.

Disconnect HubSpot payments

• Learn more about disconnecting HubSpot payments.

• Learn more about disconnecting HubSpot payments and connecting Stripe as a payment processing option.

Next steps

• Learn more about configuring your checkout page settings to customize default payment methods, policies, shipping information, and more. 
• Learn more about managing payments, including issuing refunds, resending receipts, downloading reports of your payments and payouts, exporting payment data, and more.