How to Create and Use Discount Codes in Hubspot Payments

Managing discounts effectively in Hubspot helps you streamline online sales, improve customer experience, and keep your billing data accurate. This step-by-step guide walks you through creating, managing, and applying discount codes when using payment links and invoices.

All instructions below are based on Hubspot payments features and interface options so you can follow along confidently.

Before You Start with Hubspot Discount Codes

To work with discount codes in your Hubspot payments account, make sure the following conditions are met:

• You are using the payments tool connected to your Hubspot account.
• You have permission to create or edit payment links and invoices.
• Your products, prices, and tax settings are already configured.

Discount codes can be applied in two main ways:

• Directly in the payment or invoice editor before sending.
• By buyers at checkout using a discount code field.

How Hubspot Handles Discount Codes

In Hubspot payments, a discount code is a reusable token that applies a specific discount to eligible payment links or invoices. You can manage these codes centrally and decide how they can be used.

Key discount properties include:

• Code value (the text buyers enter at checkout).
• Discount type (percentage or fixed amount off).
• Usage limits (overall or per customer).
• Active dates (optional start and end dates).

Discounts are calculated before tax according to current Hubspot payments settings, so your tax reporting remains accurate.

How to Create a Discount Code in Hubspot Payments

Use the following steps to create a new discount code in Hubspot payments. The menu labels and options here reflect the layout of the current payments tool.

1. In your Hubspot account, navigate to the Sales area that contains the Payments tool.

2. Open the Payments dashboard where you manage payment links, invoices, and transactions.

3. Look for a section or tab labeled Discount codes (or similar) and click it to open the discount management page.

4. Click Create discount code or an equivalent button to start defining a new code.

5. Enter the Discount code text customers will type at checkout. Use something easy to remember and free of spaces, such as WELCOME10 or SPRING25.

6. Choose the Discount type:

   • Percentage off the qualifying amount (e.g., 10%).
   • Fixed amount off the total (e.g., $25 off).

7. Set the Discount value based on the type you selected.

8. Optional: configure Usage limits, such as total number of redemptions or maximum number of uses per contact.

9. Optional: set Start date and End date if you want the Hubspot discount to be valid only within a specific period.

10. Review your settings and click Save to activate the new code.

Once saved, your discount code becomes available for use on payment links and invoices that support discounts.

Applying Discount Codes on Hubspot Payment Links

When you create or edit a payment link in Hubspot, you can allow buyers to use a discount code during checkout or apply a discount directly in the editor.

Allow Customers to Enter a Hubspot Discount Code

1. In your Hubspot account, go to Sales > Payments and open the Payment links tab.

2. Click Create payment link or open an existing link to edit.

3. Add the products or line items you want to sell with the payment link.

4. In the link configuration panel, locate any option related to Discounts or Promo codes.

5. Enable the setting that allows buyers to enter a discount code at checkout.

6. Save or update the payment link.

With this option enabled, customers will see a field where they can enter a valid Hubspot discount code before paying. The system validates the code and updates the total payment amount automatically.

Apply a Discount Manually on a Hubspot Payment Link

You may sometimes want to apply a discount directly in the link without requiring the buyer to enter a code.

1. Edit an existing payment link in the Hubspot payments dashboard.

2. Find the section that displays Subtotal or Price.

3. Use the Add discount option to select an existing discount code or manually define a one-time discount, depending on your account configuration.

4. Confirm the updated total and save the link.

When buyers open that payment link, they will see the adjusted price reflecting the discount you applied in Hubspot.

Using Discount Codes on Hubspot Invoices

Invoices created in the payments tool can also use the same discount capabilities available on payment links.

Enable Discount Code Entry on Hubspot Invoices

1. In Hubspot, open the Payments area and go to the Invoices tab.

2. Create a new invoice or open an existing one for editing.

3. Add line items, quantities, and taxes as needed.

4. Look for a Discounts configuration panel in the invoice editor.

5. Enable the option that lets the buyer apply a discount code when paying the invoice online.

6. Save and send the invoice.

When your customer follows the payment link from the invoice, they can enter a Hubspot discount code, and the system recalculates the total due.

Apply a Discount Directly on a Hubspot Invoice

If you know the discount you want to grant in advance, you can apply it on the invoice before sending it.

1. Edit the invoice within the Hubspot payments tool.

2. Scroll to the pricing summary area that lists Subtotal, Discount, Tax, and Total.

3. Click the option to Add discount.

4. Select a previously created discount code from the dropdown, or enter the discount details according to your permissions and configuration.

5. Save the invoice and send it to the customer.

The invoice will show the discount as a separate line or value, and the customer will only need to pay the reduced total.

Managing and Tracking Hubspot Discount Codes

After setting up discount codes in Hubspot payments, you should monitor their performance and usage to keep your billing operations consistent.

Edit or Deactivate Existing Discount Codes

1. Go back to the Discount codes section in the payments dashboard.

2. Locate the code you want to update from the list.

3. Click to open its details.

4. Adjust settings such as expiration date, usage limits, or activation status.

5. Save your changes so they take effect immediately for all future transactions.

Deactivating a code prevents new redemptions but does not change discounts already applied to existing payment links or invoices.

Best Practices for Hubspot Discount Usage

• Use clear, short codes that are easy for customers to type.
• Limit each promotion with sensible usage caps.
• Align code names with campaigns (e.g., BLACKFRIDAY).
• Test the checkout experience by completing a low-value test payment.

Additional Hubspot Resources and Support

For deeper implementation help around payments, CRM automation, and revenue operations alongside Hubspot, you can consult expert resources such as Consultevo.

To see the original, detailed product documentation used for this guide, visit the official Hubspot Knowledge Base article on payments and discounts: Create and use discount codes in Hubspot payments.

By following the steps above, you can create, manage, and apply discount codes effectively in Hubspot payments, ensuring accurate billing and a smoother checkout experience for your customers.

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