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Taking Payments 

Payment for STR related charges can be collected by sending links to customers or manually collecting card information directly from a contact or deal record. 

To use a payment link to collect payment from a customer you have several options:

  • From a contact record: you have the option to add a payment link from the left sidebar. 

  • From a deal record: you will see the same sidebar with the payment link options. 
  • Directly from the payment link builder: you can copy the link to your clipboard. 

For additional guidance on adding payment links to a contact you can follow the steps in this loom. 

While we are still in the process of considering a custom integration with our dedicated payment processor, collecting payment during a call requires a slight workaround. Rather than sending the payment link to the customer, you can go to the link & record payment information in real-time. When collecting payment information:

  • Make sure you have the contact record pulled up. 
  • The email entered for payment details MUST MATCH the email associated with the contact record in HubSpot. 

Keep in mind that payment links are entirely automated. This means if you have an incremental payment broken into 6 installments due over a 2 month period, all charges will be processed automatically after your initial payment information collection. Ensure the customer understands their installments and the automated nature of processing.