HubSpot Payment Links and Invoices
Customers pay by card from a link or an invoice, and payment status shows on the company and deal.
- phaseImplementation
- engagementProject
- productRevenue Hub
The problem this solves
The invoice goes out as a PDF attachment, and the customer has to find your bank details. Only accounting knows who is overdue, and reminders go out when someone finds the time. A rep calls with a new offer to a customer who hasn’t paid for the last one.
How I work
I start by checking how customers pay today and who tracks due dates. Then I set up payment links and checkout pages where customers pay by card through Stripe. If you create invoices in HubSpot, I add online payment to them.
I save payment status (paid, pending, overdue) on the company and deal, so reps and account managers see it without asking accounting. A workflow sends reminders for overdue invoices on a schedule you set. I also document how payments in HubSpot relate to entries in your accounting system. I train the people who handle billing in 1.5-2 hour sessions.
What you get
- Payment links and checkout pages
- Card payments through Stripe
- Online payment on HubSpot invoices
- Payment status on the company and deal
- Reminders for overdue invoices
- A written line between HubSpot and your accounting system
What usually goes with this service 3
HubSpot Subscriptions and Recurring Payments
Every subscription in HubSpot has a plan, amount and renewal date, and the account manager gets a task before renewal.
Learn more
HubSpot Integration with Invoicing and ERP Systems
Quotes, invoices and payments move between HubSpot and your finance system without anyone retyping data.
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HubSpot Quotes and Discount Approvals
Reps build quotes from the deal and price list, larger discounts go for approval, and customers sign and pay right away.
Learn moreLet’s check whether this service fits your situation
After you submit the form, you pick a time in my calendar. I prepare the scope and a quote after the call.