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Gracjan Kasprzyk
Gracjan Kasprzyk, HubSpot consultant

HubSpot Revenue Hub and Payments Setup

Stripe, currencies, tax rates and deal associations that your quotes, invoices and subscriptions build on.

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  • phaseImplementation
  • engagementProject
  • productRevenue Hub

The problem this solves

A deal closes in HubSpot, and the payment happens in another tool. To check whether a customer paid, a rep has to ask accounting. Currencies and taxes set up wrong come back in every quote and invoice.

How I work

I start Revenue Hub (formerly Commerce Hub) with a conversation with sales and finance about how a deal turns into money in the bank today. We decide which steps HubSpot runs and which stay in your invoicing tool or ERP.

Then I connect HubSpot to Stripe as the payment processor, set up the currencies and tax rates your sales use, and associate products, quotes, invoices and subscriptions with the company, contact and deal. Before launch, I run test payments from quote to confirmation on the deal. I train the people who handle quotes and billing in 1.5-2 hour sessions.

What you get

  • Stripe connected as the payment processor
  • Currencies and tax rates set for how you sell
  • Products, quotes, invoices and subscriptions tied to the deal and company
  • A written split between HubSpot and your invoicing tool
  • Test payments before launch
  • Training for the people who handle quotes and billing

What people ask before a quote

We already have Sales Hub. Where do we start with Revenue Hub?

With this setup. Revenue Hub uses the same deals and companies as Sales Hub, so the quote, invoice and payment are logged on the deal the rep already works. If your pipeline stages are a mess, I suggest starting there.

Do we have to move all our billing into HubSpot?

No. Some companies run the whole path from quote to payment in HubSpot. Others use it only for quotes and payments and keep invoices in their accounting system. We draw the line based on what finance needs.

How much does a Revenue Hub setup cost?

We’ll work it out on the call, once I know your process. You pay for the HubSpot license separately, directly to HubSpot.

What usually goes with this service 3

Revenue Hub

HubSpot Product Library and Price List Setup

One price list in HubSpot, with SKUs, prices in each currency and billing types that every quote draws from.

Learn more
Revenue Hub

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 more
Revenue Hub

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

Let’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.

Gracjan Kasprzyk
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