Last updated: November 20, 2024
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Once you have set up HubSpot payments or Stripe as a payment processing option, you can store the buyer's payment methods at checkout, and use the stored payment methods for future charges.
Before you get started
- HubSpot uses multiple layers of security to protect sensitive payment information, and the payments tool is built using Stripe's API to manage the secure collection and transmission of payment data. Your buyer's payment credentials are encrypted and tokenized by Stripe to help ensure that unauthorized parties do not gain access to sensitive payment information.
- You can save credit/debit card or ACH payment details.
- You can take payment using a stored payment method through invoices.
- Set up a refund or cancellation policy in your terms of service, if you plan to use the payment method for unscheduled charges.
Turn on the store payment method setting
To turn on the setting to store payment methods at checkout, for use in future charges:
- In your HubSpot account, click the settings icon in the top navigation bar.
- In the left sidebar menu, navigate to Payments.
- On the Payment methods tab, select the Collect your customer's payment details at checkout for future charges checkbox, then click Save.
With the setting turned on, the buyer will see a checkbox when entering payment information for an invoice, quote, payment link, or subscription, asking them to agree to store their payment method and be charged for future payments using the same payment method. You can charge a stored payment method through invoices.
Please note:
- One payment method is stored per contact. The most recently used payment method that the buyer agrees to store, will be stored. For example, if a buyer makes a purchase and agrees to storing their payment method, then makes a second purchase and uses a different payment method, agreeing to store that payment method, the second payment method will replace the first payment method as the stored payment method in HubSpot.
- Compliance obligations may apply when storing a payment method for future payments. For any questions, you should consult your own tax and/or legal advisors.
Turn off the store payment method setting
To turn off the setting to store payment methods at checkout:
- In your HubSpot account, click the settings icon in the top navigation bar.
- In the left sidebar menu, navigate to Payments.
- On the Payment methods tab, clear the Collect your customer's payment details at checkout for future charges checkbox, then click Save.
Buyer checkout experience
When the setting is turned on, the buyer will see a checkbox, asking them to agree to store their payment method and be charged for future payments using the same payment method.
View payments where a customer stored their payment method
If a customer agrees to save their payment information, you can view this information on any records with a payment associated (e.g., a contact record):
- Navigate to, and click on the record to view it.
- In the right panel, scroll to Payments. If you can't see the Payments association, learn how to add it to the record.
- Any payments where the customer agreed to store their payment information, will be labeled with Stored.
Charge a buyer using a stored payment method
Once a buyer has agreed to store their payment method during checkout for future payments, you can use the same payment method to charge them for their invoice.
To charge using the same payment method:
- Create and finalize the invoice.
- In your HubSpot account, navigate to Commerce > Invoices.
- Click the invoice number.
- Click the Actions dropdown menu in the upper right, then select Charge payment method.
- Check that the contact, payment method, and amount are correct, then click Charge payment.
The invoice will be marked as paid, and both you and the customer will receive a receipt via email.
