Create and share a payment link

After setting up the payments creature, you can create payment links to share with customers thus that they can easily complete a leverage. If you ‘re selling a product or service with a recurring placard frequency, you can create payment links to automatically collect recurring payments using customers ’ payment information on file .
You can share the link immediately with a customer, add it to your web site, or add the connect to a CTA or in your e-mail signature. You can besides test erstwhile requital links using trial payment information provided by HubSpot before you plowshare the liaison with a contact .
To create, edit, or erase payment links, you must be a user with a superintendent admin permissions or have Manage payment links access .
Please note : to use payments links, your company must be headquartered in the United States and you must accept payments in USD.

Create payment links

  • In your HubSpot explanation, navigate to Sales > Payments .
  • In the upper proper, click Manage payment links .
  • Click Create payment link .

Add line items

Please note: you ca n’t include cable items that have a unit monetary value of $ 0 .

    • If you ‘re creating a requital link for a product from the product library, in the right empanel, select the checkboxes next to the products you want to create a payment link for, then snap Add .

add-from-library-to-payment-link

    • If you ‘re creating a requital link for a custom line detail that is specific to this yoke, in the right panel :
      • Enter the line item name, description, quantity, and unit price. The quantity prize must be a whole count greater than zero .
      • If you want buyers to be able to select a different quantity when making a requital, select the Allow customers to edit quantity checkbox .
      • To collect a single payment from your customers, click the Billing frequency dropdown menu and choice One-time .
      • To collect recurring payments, click the Billing frequency dropdown menu and select a frequency .
      • Click Save or Save and add another .

edit-line-item

  • To edit the column that appear in the tune item editor, in the clear right, snap Edit columns. Select the checkboxes adjacent to the properties you want to display in the argumentation detail editor, then click Save .
  • In the line item editor, make edits to your line items ‘ properties. If you selected line items from merchandise library, these fields will be pre-populated with that product ‘s information and will not be affected by any changes that you make hera .

    • To make edits to the line detail mention, description, quantity, or price, hover over the cable detail and click the Actions dropdown menu, then blue-ribbon Edit .
    • % or USD, then enter the discount value. Discounts for recurring line items will apply to all future payments. USD-discount-line-item To include a deduction, use the dropdown menu to picker, then enter the discount value. Discounts for recurring line items will apply to all future payments .
    • If you ‘re collecting recurring payments, click the Billing terms dropdown menu and select an option :
      • Fixed number of payments: the length of the charge motorbike. If you select this bill term option, enter a number in the Number of payments field. This represents how frequently and for how long the customer will be billed. For example :
        • If the bill frequency is monthly and the number of payments is seven, the customer ‘s card will be charged every calendar month for seven months .
        • If the charge frequency is quarterly and the count of payments is eight, the customer ‘s tease will be charged every three months for 24 months .
      • Automatically renew until cancelled: the subscription will mechanically renew. There is no conclusion date for the recurring payments and the customer payment method acting on file will be charged until the subscription is cancelled .

fixed-number-of-line-item-payments

    • To add more line items to the link, in the top right, click the Add line item dropdown menu .
  • Click Next .
  • Enter a liaison name. This mention is for internal use only and will not be visible to your customers .
  • If you do n’t want to create a new deal when a buyer makes a payment using this link, click to toggle the Create a new deal for each payment switch off. In the dialogue box, review the information then click Turn off new deals .

turn-off-new-deals
Please note : if new deals will not be created, it is recommended to use the lists tool to identify new buyers. For case, you can create a tilt of contacts who submitted a shape before or after making a payment, or a list of contacts who visited a customs checkout page URL .

  • If you ‘re creating new deals, you need to select a pipeline and cover stage :
    • Click the Deal pipeline dropdown menu and select a pipeline .
    • Click the Deal stage dropdown menu and select a deal stage .

payment-link-name-and-deal-pipeline

check

  • In the text box, you can include any following steps or extra context that will appear below the entire on the checkout page. Use the dropdown menu to edit the baptismal font and font size, and the icons in the ample text editor to format the text, insert a link picture, emoji, or snip

description-field-payment-links

  • To add class fields to collect extra information from your contacts when they make a buy, chatter

    add

    Contact property .

    • Click the Add contact property dropdown menu, then search for and select a property .
    • To make the discipline required, adjacent to the sphere select the Required checkbox .
    • To reorder the mannequin fields, adjacent to the property name, click to drag and drop it to a different position .

select-contact-property-for-payment-link

  • Select the checkboxes next to the type of payment you ‘ll accept. You can collect payment via credit circuit board or debit calling card, or automatic rifle clear firm ( ACH ) .
  • To collect a charge address to reduce the likelihood of fraud, select the Collect billing address for credit card purchases checkbox. Collecting a charge address is recommended .
  • To collect your customer ‘s embark address, select the Collect shipping address checkbox .
  • In the Checkout confirmation section, select the radio button future to the check confirmation option. You can redirect the buyer to the default successful requital page or redirect them to a custom branded thank you page .
  • Click Next .
  • On the Review riddle, you can entree a preview of what the buyer will see when they open the payment link. Use the device icons in the top proper to preview what the link will look like on different screen sizes .

link-preview-device-type

  • To make any changes to the checkout page, suction stop Back. To finish setting up your payment link, click Create .

When your link is successfully created, you ‘ll be brought back to the Payment connect yellow journalism. You can test the link before sharing it, then contribution a yoke with a customer or embed the connect on your web site .

Manage payment links

You can clone, edit, and delete payment links from the Payment link yellow journalism .

  • In your HubSpot explanation, voyage to Sales > Payments .
  • In the amphetamine right, click Manage payment links.
  • Use the search banish in the top left to look up a payment link by name .
  • Hover over the link and click the Actions dropdown menu :
    • To edit the connection, chink Edit .
    • To clone the link, snap Clone. In the dialogue box, enter a new link name, then snap Clone .
    • To delete the connect, snap Delete. In the dialogue corner, click Delete payment link.

actions-payment-links

You can copy and share requital links directly to your customers via e-mail, chat, or quote. If you want to embed the requital link on one of your pages, learn more about adding a requital connect to your web site .

  • In your HubSpot account, navigate to Sales > Payments .
  • In the upper berth right, pawl Manage payment links .
  • Hover over the radio link and click the Actions dropdown menu, then blue-ribbon Copy link.

open-payment-link
Please note : each checkout page has a alone requital connection URL that can not be reused. If you want to redirect your contacts to a checkout page after they submit a form, make sure to access the alone radio link by clicking Copy link. If you click open link then copy the checkout page URL in the browser URL bar, an erroneousness may occur when a contact is redirected to the checkout page .
After you starting collecting payments in HubSpot, teach more about managing your payments and subscriptions .

generator : https://www.peterswar.net
Category : Finance

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