Last updated: October 23, 2025
Available with any of the following subscriptions, except where noted:
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Additional subscriptions required for certain features
Once you have set up HubSpot payments or Stripe as a payment processing option, you can store buyers' payment methods at checkout for future charges.
HubSpot uses multiple layers of security to protect sensitive payment information. The payments tool is built using Stripe's API to manage the secure collection and transmission of payment data. Your buyers' payment credentials are encrypted and tokenized by Stripe to help ensure that unauthorized parties do not gain access to sensitive payment information.
It's recommended to set up a refund or cancellation policy in your terms of service, if you plan to use the payment method for unscheduled charges. Learn how to add policies and terms at checkout.
Understand limitations and considerations
- You can save credit/debit card or ACH payment details. Other payment methods aren't supported.
- You can take payment using a stored payment method through invoices and subscriptions.
Turn on the store payment method setting
Permissions required Super Admin permissions are required to 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. Charge a stored payment method through invoices and subscriptions.
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 store 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.
Buyer checkout experience
When the setting is turned on:
- If other checkboxes aren't turned on for checkout in your payment settings (e.g., terms of service), the buyer agrees to the terms of storing their payment method by clicking Pay.
- If other checkboxes are turned on for checkout in your payment settings (e.g., terms of service), the buyer can select the checkbox to agree to have their payment method stored.
View contact records, invoices, and payments where a customer stored their payment method
If a customer agrees to save their payment information, you will see this information on records with a payment associated (e.g., a contact record) or on record index pages.
View a list of contacts that have stored a payment method
Subscription required A Professional or Enterprise subscription is required to create workflows.
Permissions required Edit property settings permissions are required to create properties.
To view records that have stored a payment method, set up a workflow to set the Has Stored Payment Method on a contact record to True. Use the property to filter contacts, or use it in other tools, such as segments.
Before you start, create a custom property on the contact object named Has stored payment method. Set the Field type as Single checkbox when creating the property.
Then, to create the workflow:
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In your HubSpot account, navigate to Automation > Workflows.
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In the top right, click Create workflow.
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Click From scratch.
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In the left panel, click Data values.
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Click Record created.
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Click Subscription.
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In the upper right of the left panel, click Next.
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Under Only enroll subscriptions that meet these conditions (optional) click + Add condition.
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Click Store payment method at checkout. Under the is equal to dropdown selection, click True.
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In the upper right of the left panel, click Next.
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Select the Re-enroll toggle if you want records to be able to re-enroll. Learn more about re-enrollment in workflows.
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In the upper right of the left panel, click Save and continue.
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Click the Trigger enrollment for subscriptions trigger in the workflow editor.
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In the left panel, under Only enroll subscriptions that meet these criteria, click Edit criteria.
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Under the OR at the bottom, click + Add criteria.
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Click the Filtering on dropdown menu and select Invoice.
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Use the search bar to search for Store payment method at checkout and select it, then click True.
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In the upper right of the left panel, click Save.
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Click + underneath the trigger you have just created. -
In the left panel, click CRM, then select Edit record.
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Click the Record type dropdown menu and select Contact.
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Click the Property to edit dropdown menu and select Has stored payment method (the custom property you create before creating the workflow).
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Click the Choose a value dropdown menu and select Yes.
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In the upper right of the left panel, click Save
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To update the Has stored payment method property with contacts who have saved their payment in the past, manually enroll them.
View the stored payment method on an individual payment record
To view if a customer stored their payment information on a payment record:
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In your HubSpot account, navigate to Commerce > Payments.
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Click the payment amount of a record to load the payment details.
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In the right panel, the Stored payment tag will display next to the Paid with field.
View the stored payment method on an individual contact or subscription record
To view if a customer stored their payment information on their contact record, or on a subscription record:
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Navigate to your records:
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In your HubSpot account, navigate to CRM > Contacts.
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In your HubSpot account, navigate to Commerce > Subscriptions.
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Click the record.
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In the right panel, scroll to the Payments card. If the Payments card isn't visible, learn how to customize the right sidebar of a record.
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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, use the same payment method to charge them via:
- Invoices: when creating an invoice or after the invoice has been created.
- Subscriptions: when creating a subscription.
View payments that charged a stored payment method
View all the payments that charged a stored payment method. To view the payments:
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In your HubSpot account, navigate to Commerce > Payments.
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Click Edit columns.
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Add the Charged from stored payment method property to the table.
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Any payments where the stored payment method was used to charge the buyer will display Yes under the Charged from stored payment method property.
You can also use the property to filter other HubSpot tools, such as segments.
Change the stored payment method
Buyers can change their stored payment method by going through checkout again using a different payment method, and selecting the I agree to save my payment information for future purchases checkbox. Learn more about the buyer checkout experience.
Turn off the store payment method setting
Permissions required Super Admin permissions are required to turn off the store payment method setting.
To turn off the setting to store payment methods at checkout:
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In your HubSpot account, click the settings icon in the top navigation bar.
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In the left sidebar menu, navigate to Payments.
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On the Payment methods tab, clear the Collect your customer's payment details at checkout for future charges checkbox, then click Save.
