Managing Payments and Invoices

Managing payments and invoices directly within HubSpot helps streamline your sales process, making it easier to close deals and get paid faster.

Walk through how to set up payments, create invoices, and efficiently track transactions within HubSpot.

Step 1: Setting Up Payments

1. From your HubSpot dashboard, navigate to Commerce > Payments;
2. Click Set Up Payments;
3. Follow the prompts to connect your payment processor (e.g., Stripe);
4. Complete the verification steps and agree to the terms.

📌 Once set up, you can start accepting payments directly through HubSpot.

Step 2: Creating an Invoice

1. Go to Commerce > Invoices;
2. Click Create Invoice;
3. Choose between:
   • One-time invoice — for single payments;
   • Recurring invoice — for ongoing subscriptions or services;
4. Fill in the client's billing details, product or service information, and payment terms.

Step 3: Sending the Invoice

1. After reviewing the invoice, click Send Invoice;
2. Choose the recipient from your HubSpot contacts or manually enter the email address;
3. Add a personalized message if needed;
4. Click Send — your client will receive the invoice with a link to pay.

📌 HubSpot tracks when the invoice is viewed and paid.

Step 4: Tracking Payments and Managing Transactions

1. Go to Commerce > Payments to view all transactions;
2. Monitor the status of each invoice:
   • Pending — sent but not yet paid;
   • Paid — payment received;
   • Overdue — past due date without payment;
3. Use filters to sort invoices by status, client, or date.

Conclusion

HubSpot's Payments and Invoices tools make it easy to create, send, and track invoices while offering clients a seamless payment experience.

By managing billing directly in HubSpot, you can reduce friction in the sales process and keep all your client interactions in one system.