Configure billing settings

Configure billing options and defaults when billing your buyers using quotes and contracts. Set billing schedules, proration defaults, automatic or manual collections, invoice delivery, and payment notifications. Learn more about how to bill your buyers in HubSpot.

Please note: to use each setting, except payment notifications, your account must be enrolled in the Connected CPQ, Billing, and Payments beta.

Set the default billing behavior for quotes

Set the default billing behavior for quotes. Users can override this setting in quote templates, change and renewal quote templates, and by users when they create quotes.

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, in the Tools section, click to expand the Revenue section, then click Billing.
3. Toggle the Enable billing switch on.

Set a billing schedule

Set how many days before a billing date invoices should be sent to buyers. The default is 10 days.

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, in the Tools section, click to expand the Revenue section, then click Billing.
3. Select the Send invoices before the billing date checkbox.
4. In the days before billing date field, enter the number of days.

Invoices generated after the setting is updated will use the new schedule.

Configure proration defaults

Configure the default proration behavior for contracts. If proration is turned on, mid-term contract changes are prorated daily based on the remaining days in the billing term. The daily rate of a line item is calculated based on the number of days remaining and applied to the remaining days in the term, starting from the Effective date of the change. If the proration setting is turned off, mid-term contract changes will follow the next billing cycle. Learn more about using change quotes on contracts.

Decide whether contract changes are prorated by default or whether users with permissions to edit contracts can override the setting.

To configure the default proration setting for all users in the account:

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, in the Tools section, click to expand the Revenue section, then click Billing.
3. Under Proration defaults:
   • Select the Prorate all contract changes by default checkbox to automatically prorate charges or credits for the remaining time of the billing period.
   • Select the Allow users to override the default proration setting checkbox to allow users with permissions to edit the proration settings on change and renewal quotes.

Set the default collection process

If the Automatically create contracts from accepted quotes setting is turned on, you can set whether to collect payments on invoices automatically or manually. This setting can be updated by users when they create quotes. Under Collection process:

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, in the Tools section, click to expand the Revenue section, then click Billing.
3. Under Collection process:
   • Select Automatic collection to automatically collect payment for invoices using the customer's payment method on each billing date.
   • Select Manual collection to send invoices on each billing date that the customer must pay manually.

Configure invoice delivery

Configure whether invoices are automatically emailed to buyers on each billing date.

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, in the Tools section, click to expand the Revenue section, then click Billing.
3. Under Invoice delivery:
   • To automatically email invoices on billing dates, select the Automatically email invoices to the customer on each billing date checkbox.
   • To create invoices but not email them on each billing date, clear the Automatically email invoices to the customer on each billing date checkbox.

Invoices generated after the setting is updated will use the updated invoice delivery setting.

Configure failed payment notifications

Email customers a link to update their payment method when an invoice payment fails.

 
This setting applies to invoices created from contracts or subscriptions, and is on by default. To turn payment notifications off:

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, in the Tools section, click to expand the Revenue section, then click Billing.
3. At the top, click the Notifications tab.
4. Toggle the Payment failed switch off.

Please note: for subscriptions collecting payment via SEPA direct debit, the upcoming payment reminder is automatically sent two days before the billing date.

Next steps

• Learn more about the different ways to bill buyers in HubSpot.
• Learn more about using contracts in HubSpot.
• Learn more about creating and sending quotes.