Set up currencies for payment collection

In this article, learn how to set up your currencies and use them across invoices, payment links, quotes, and subscriptions.

If you've set up HubSpot payments or connected Stripe as a payment processing option, you can collect payment in different international currencies, including USD, CAD, EUR, and GBP. Learn more about the available currencies.

Available currencies

You can collect payments in the following currencies:

Add and edit account currencies

To make a currency available for use in HubSpot's commerce tools, add the currency in your account settings. 

By default, invoices, payment links, deals (which set the quote currency), and subscriptions will collect payment in your account's default company currency. If you have a Starter, Professional, or Enterprise subscription, you can add multiple currencies to your account. If you're using HubSpot's free tools, you're limited to one currency, which you can update as needed. Learn more about subscription limits in HubSpot's Product & Services Catalog.

Once added, you can use the currency when creating products, invoices, payment links, deals (which set the quote currency) and subscriptions. One currency can be used on invoices, payment links, deals, and subscriptions. For example, you can't configure a payment link to include line items in both USD and EUR.

If you archive a currency:

• You'll no longer be able to select it when creating invoices, payment links, and deals.
• If a deal was previously created using the currency which is now archived, you can create a quote using the deal and add further line items to the quote using the archived currency.
• Existing invoices, payment links, quotes, and subscriptions can still be paid using an archived currency.

Enable bank debit payment methods

Supported bank debit payment methods

Depending on the country location that your HubSpot payments or Stripe account is based in, HubSpot offers the following direct bank debit payment methods.

These bank debit payment methods will be turned on by default if you've added the relevant currency and your account location meets the requirements.

Learn more about the rates and fees for each bank debit payment method.

Set the available payment methods

Learn more about setting the available payment methods at checkout for buyers.

Set the currency of an invoice, payment link, quote, or subscription

When creating an invoice, payment link, or subscription, you can select the currency that'll be used for the included line items during the creation process.. When creating a quote, the currency is decided by the Currency property of the quote's associated deal. An invoice, payment link, quote, or subscription, can only have one set currency and all line items must be in that currency. The currency will also be applied to any discounts, taxes, or fees that you add.

Below, learn more about setting currencies in invoices, payment links, subscriptions, and quotes. 

Invoices, payment links, and subscriptions

An invoice, payment link, or subscription's currency can only be edited while they're in draft mode. After finalizing an invoice or completing the creation of a payment link or subscription, the currency can't be altered.

• By default, invoices, payment links, and subscriptions will use the account's default company currency. When creating an invoice, payment link, or subscription, you can select a different currency by clicking the Currency dropdown menu above the line items table. The dropdown menu will contain all account currencies, but you'll only be able to select from the supported currencies.

• When adding line items to the invoice or payment link, you can only select those with a price set in that currency.
  
  
• If you change the currency after adding line items, a banner will appear prompting you to select how you want to convert the line item's price into the new currency.
  
  • In the banner, click Update pricing.
    
    
  • In the right sidebar, select whether you want the new line item price to be based on the price set in the product library (if applicable), the exchange rate set in your currency settings, or a custom price.
    
    
  • Click Confirm to save your changes.

Quotes

Unlike invoices, payment links, and subscriptions, a quote's currency can't be set when adding line items. Instead, a quote's currency is decided by the Currency property set on the quote's associated deal. For example, if you want to create a quote in GBP, you'd first need to create a deal with GBP set as its currency. Learn more about using multiple currencies with deals.

• By default, deals will be created in your account's default company currency. After adding multiple currencies to the account, you can set a different currency using the deal's Currency property during creation or from an existing deal record.
  
  
• When creating a quote, the deal's currency will be reflected when adding line items to the quote.
• If you change the deal's currency after adding line items to the quote, a banner will appear in the quote editor prompting you to select how you want to convert the line item's price into the new currency.
  
  • In the banner, click Update pricing.
    
    
  • In the right sidebar, select whether you want the new line item price to be based on the price set in the product library (if applicable), the exchange rate set in your currency settings, or a custom price.

• • Click Confirm to save your changes.

Next steps

• Learn more about configuring the buyer checkout experience.
• Learn more about creating invoices.
• Learn more about creating payment links.
• Learn more about creating quotes.
• Learn more about creating subscriptions.
• Learn more about managing payments.