Configure your Hubspot buyer checkout experience

To deliver a smooth, on-brand purchasing journey, you can configure your buyer checkout experience directly in Hubspot. By tailoring what buyers see and how their information is processed, you help boost conversions, reduce friction, and keep your payment data organized.

This guide walks through every major setting, based strictly on Hubspot’s payment checkout configuration options, so you can launch reliable payment links and quotes without guesswork.

Access payment settings in Hubspot

All checkout options are managed in your payment settings. You must be a super admin or have account permissions to edit payments.

1. In your Hubspot account, go to Settings.
2. In the left sidebar, select Payments.
3. Open the Checkout tab to view your buyer experience configuration.

These settings apply to checkout pages created from payment links, quotes, and invoices that rely on Hubspot payments.

Brand your Hubspot checkout page

Branding your checkout builds trust and keeps the payment experience consistent with the rest of your site.

Set business name and logo in Hubspot

The business name and logo appear prominently on payment pages and buyer receipts.

1. In Payments > Checkout, find the Branding section.
2. Enter or update your Business name as you want it to show on the checkout screen and receipts.
3. Upload a logo file that meets Hubspot’s recommended size and format guidelines.
4. Save your changes so new payment links and quotes use the updated branding.

Use a high‑quality logo and consistent naming so customers can easily recognize your business at checkout.

Customize colors in your Hubspot checkout

You can align checkout colors with your existing style guide.

• Set a primary color for buttons and key elements.
• Choose text and background colors that meet accessibility contrast standards.
• Preview changes to confirm they are easy to read on desktop and mobile.

Clear and accessible colors help buyers complete payments with fewer errors.

Control contact collection in Hubspot checkout

Checkout forms can be used not only to accept payments but also to create or update CRM records. Hubspot lets you decide how much contact data to collect during payment.

Decide which contact fields to require

Common contact properties you can configure include:

• First name and Last name
• Email address
• Phone number
• Company name (for B2B flows)

1. In the checkout settings, locate the Buyer information or Contact information section.
2. Select which fields are required, optional, or hidden.
3. Save your configuration.

Requiring fewer fields generally increases completion rates. Use only the properties you truly need to fulfill orders and keep your CRM organized.

How Hubspot creates and associates contacts

When a buyer finishes checkout, Hubspot attempts to match them to an existing contact using the email address supplied.

• If a match is found, the payment is associated with the existing contact record.
• If no match is found, Hubspot creates a new contact using the submitted details.
• The resulting payment, subscription, and invoice records are automatically linked in the CRM.

This behavior ensures reliable reporting and lets your sales or success teams immediately see who paid, what they bought, and when.

Configure tax collection in Hubspot payments

Collecting the correct taxes is critical for compliance. Hubspot allows you to set default tax behavior for your checkout pages.

Turn automatic tax calculation on or off

Depending on your region and tax complexity, you can either set a fixed tax rate per line item or use automated options.

1. In the Taxes section of your checkout settings, choose whether to calculate tax automatically or manually.
2. If available in your region, enable automatic tax calculation based on buyer location.
3. Alternatively, configure one or more static tax rates and assign them to products when creating payment links or quotes.

Consult with your tax advisor to ensure your Hubspot setup meets your local legal requirements.

Display tax details on the checkout page

To avoid confusion, make tax details transparent:

• Show the subtotal, calculated tax, and final total.
• Label each tax clearly (for example, VAT, sales tax, or GST).
• Ensure that receipts and confirmation emails include the same breakdown.

Clear tax information helps reduce disputes and post‑purchase questions.

Customize payment methods in Hubspot checkout

Your account’s supported payment methods determine which options appear to buyers. You can refine how these methods show at checkout.

Enable or disable payment methods

If your Hubspot payments account supports multiple methods (such as credit card or ACH), you may be able to control their visibility.

1. Go to the Payment methods section in checkout settings.
2. Toggle each available method on or off based on your business needs.
3. Optionally set a default method to be preselected on the checkout page.

Offer the methods your audience prefers while keeping processing fees and risk management in mind.

Refunds and receipts in Hubspot

Receipts and refund confirmations are automatically generated when a payment succeeds or is refunded.

• Buyers receive an email receipt that includes your business name, logo, and order details.
• Refunds initiated from the CRM or payments dashboard trigger updated notifications.
• Payment and refund records are visible on associated contact, deal, and subscription timelines.

This automation keeps both your team and your customers informed without manual follow‑up.

Optimize your Hubspot checkout for conversions

Once your basic configuration is complete, you can optimize checkout performance.

Best practices for Hubspot payment links

• Use clear, benefit‑driven product descriptions on payment links and quotes.
• Keep the number of form fields as low as possible.
• Reduce distractions by limiting extra links or nonessential copy on the checkout page.
• Test your payment link on mobile devices and multiple browsers.

Consistent formatting across payment links also improves the buyer experience, especially when you manage many recurring offers.

Track performance with Hubspot reporting

Because each transaction is tied to CRM records, you can build reports to understand how your checkout experience performs.

• Monitor revenue by contact, company, and deal.
• Analyze which payment links or quotes generate the most completed checkouts.
• Use lifecycle stages and deal pipelines to connect payments with your broader sales process.

Use these insights to refine product pricing, discounting strategies, and the information you collect during checkout.

Where to get more help with Hubspot payments

If you need additional guidance while configuring your buyer checkout experience, there are two key resources.

• Review the official documentation on configuring your buyer checkout experience to see the most current feature details and regional availability.
• Work with a specialized partner like Consultevo to align your payments, CRM, and automation strategy end‑to‑end.

With the right setup, your Hubspot checkout pages can become a dependable, high‑converting engine for collecting payments while keeping your CRM data clean and actionable.

Need Help With Hubspot?

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