Last updated: July 24, 2026
Available with any of the following subscriptions, except where noted:
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Seats required for certain features
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Additional subscriptions required for certain features
Last updated: July 24, 2026
Seats required for certain features
Additional subscriptions required for certain features
Collect online payments or record offline payments from your buyers in HubSpot. Use this article to understand the different ways to collect payments, including how to set up taxes and fees. After collecting payments, learn how to manage payment transactions, payouts, disputes, and refunds.
When you have decided on the way you want to collect payments, use HubSpot tools including payment links, invoices, quotes, legacy quotes, and subscriptions to collect payments.
When using Stripe as a payment processing option:
Configure HubSpot's revenue tools to accept online payments from your buyers. Collect payments from debit and credit cards and bank debit methods (e.g., ACH, SEPA, BACs).
To collect online payments, connect HubSpot payments or Stripe as a payment processing option. Learn more about the associated fees when using either processing option.
When accepting online payments, buyers are directed to a familiar checkout experience to complete payment. Customize the checkout experience for your buyers. Set default accepted payment methods, billing and shipping address options, fees and policies, and reCAPTCHA and analytics tracking settings.
Learn more about configuring the checkout experience and the buyer checkout experience.
As well as online payments, you can collect payments from other offline methods. For example, if you accept payment using bank transfers or checks, you can record payments in HubSpot.
Learn more about manually marking invoices as paid.
Add taxes and fees to your payments and ensure you're staying compliant and collecting the appropriate payment fees at checkout.
Seats required A Revenue Hub seat is required to set up automatic sales tax collection.
Permissions required Super Admin permissions are required to set up automatic sales tax collection.
Calculate and collect the correct tax based on your buyers location when you use invoices, payment links, quotes, including change and renewal quotes on contracts, legacy quotes, or subscriptions. Available for businesses based in the U.S. and Canada.
Learn more about automated sales tax.
Permissions required Super Admin permissions are required to add and edit tax rates in the tax library.
Add taxes to the products and services you sell by creating a tax library and applying them to your line items across credit memos, deals, invoices, payment links, quotes, legacy quotes, and subscriptions. Reduce manual data entry for users, and risk of errors when applying tax rates to products or services. For example, you could add tax rates for Sales Tax in the U.S., GST and HST in Canada, or VAT in the U.K.
Learn more about tax rates.
Automatically add fees at checkout for online payments against invoices, payment links, quotes, legacy quotes, and subscriptions.
Learn more about adding fees.
Manage completed payments from HubSpot. Process payouts, review payment records, manage refunds and receipts, and manage payment disputes.
If you're using HubSpot payments, you can view payouts in HubSpot. Payouts are the funds deposited into your bank account from your collected payments each day, minus any fees, refunds, or chargebacks.
Learn more about payouts.
Payment details are stored in a payment record in HubSpot. From the record, manage payment-related tasks from the payments index page. Review transaction fees, receive daily payouts, issue refunds, send receipts, update receipt and refund email branding, retrieve bank debit authorization documents, retry failed payments, and request updated payment information from customers.
Learn more about managing payments.
Track and manage payment disputes directly in your HubSpot account. From the payments record, view the status of each dispute, upload supporting evidence, and respond to requests from your payment processor. You will receive email notifications throughout the dispute process, and you can access the full history and details from the payment record.
Disputes can be made against payments collected using HubSpot payments or Stripe as a payment processing option.
Learn how to manage disputed payments.
Learn more about revenue processes in HubSpot, including end-to-end revenue, configure, price, and quote (CPQ), requesting payments from customers with billing, or collecting one-time and recurring payments in HubSpot.