Understand how to bill buyers

Use billing to request payment from buyers on a one-time or recurring basis. Depending on your subscription and account configuration, you can bill your buyers using invoices, payment links, quotes, or subscriptions. Use this article to determine which billing option best fits your needs.

Before you get started

Understand requirements

• To collect online payments, you must have HubSpot payments or Stripe as your payment processing option set up.
• To automatically create contracts from accepted quotes, the Automatically create contracts from accepted quotes setting must be turned on.
• To use the connected CPQ, billing, and payments process, you must be enrolled in the Connected CPQ, Billing, and Payments beta.

Understand limitations and considerations

• The total amount due must be more than $0.50, or the equivalent minimum of the settlement currency. Learn more about Stripe's minimum charge amounts. 
• If a recurring line item is due at a later date, it can be processed if at least one other line item is due at checkout.

Billing options

• One-time billing: send an invoice to a buyer to request a one-time payment. If you want to collect a one-time payment through checkout instead of sending an invoice for later payment, learn more about accepting payments.

• Recurring billing: send recurring invoices to buyers to request payment. Payments can be made by the buyer on each billing date, or collected automatically.

One-time billing

When creating an invoice, select One-time invoice to create an invoice for one-time billing. Collect payments online, or send the invoice to request payment from the buyer.

Learn more about creating invoices.

Recurring billing with invoices

When creating an invoice, select Create recurring invoices to set up a subscription that bills buyers on an ongoing basis. Subscriptions can be set to automatically collect payments on each billing date, to request payment from the buyer on each billing date, or to not have online payments available to allow payment via other methods (invoices can be manually marked as paid in these cases).

Learn more about creating subscriptions.

Recurring billing with payment links

When creating a payment link, add recurring line items to create a subscription that bills buyers on an ongoing basis. When a buyer makes the first payment using the payment link, the same payment method will be automatically charged on each billing date for the duration of the subscription.

Learn more about creating and sharing payment links.

Recurring billing with quotes

Billing is configured when creating a quote or legacy quote. When billing is enabled, the quote's line items, billing start dates, payment terms, and payment collection settings are used to determine what happens after a quote is accepted.

Depending on your account setup, an accepted quote can create:

• A contract.
• Invoices.
• Subscriptions.
• Payment collection schedules.

Billing with Connected CPQ, Billing, and Payments

If the Automatically create contracts from accepted quotes setting is turned on and you're enrolled in the Connected CPQ, Billing, and Payments beta, a contract is automatically created when a buyer accepts a quote.

The contract manages ongoing billing, invoice creation, and payment collection. Payment is collected through invoices rather than directly through the quote. For quotes with line items with a recurring billing frequency, such as monthly billing, payment collection is based on the collection process set on the quote:

• Automatic collection: automatically charges invoices using the customer's payment method on each billing date.
• Manual collection: sends invoices on each billing date. The customer must manually pay each invoice.

To use subscriptions for recurring billing instead of contracts, turn the Automatically create contracts from accepted quotes setting off.

Learn more about managing end-to-end revenue in HubSpot.

Billing without Connected CPQ, Billing, and Payments

If you're not enrolled in the Connected CPQ, Billing, and Payments beta, payment collection remains tied to the quote or legacy quote.

If the Automatically create contracts from accepted quotes setting is turned off, invoices and subscriptions are automatically created when the quote is accepted. The payment method entered at checkout is charged automatically on each billing date. If the Automatically create contracts from accepted quotes setting is turned on, billing can't be turned on.

If a quote or legacy quote includes recurring line items and one-time line items, a subscription is created for recurring line items. Invoices are automatically sent on the billing date. An invoice is created separately for one-time line items.

Learn more about managing subscriptions.

Billing schedules and future payments

Billing start dates determine when buyers are charged for line items. By default, billing starts on the effective date of the subscription, payment link, or quote. You can also set a custom billing start date or delay billing by a number of days or months.

The summary shows how the buyer will be charged:

• The Subtotal includes only items due at checkout.
• Items charged at a later date appear in the Future payments total.
• All items, regardless of payment due date, are included in the Total.

Payment terms

Payment terms determine when invoices are due. Invoices can be due on receipt or use net payment terms. If a net payment term is selected, each invoice is due a set number of days after its invoice date.

Next steps

• Learn more about viewing and managing contracts.
• Learn more about managing invoices.
• Learn more about viewing and managing subscriptions.