Streamline Your Workflows with HubSpot Invoice for Technical Support

Hubspot invoice for Technical Support

hey guys Stuart here did you know that you can now collect payments from your customers with HubSpot completely for free well today I'm going to navigate through the process of setting this up with your free HubSpot CRM this is so that you can automate and start collecting payments from your customers with HubSpot and stripe okay so just quickly before we go ahead and launch into HubSpot payments consider subscribing if you haven't done so already or if you're new to this Channel and with that happy note let's go ahead and set up HubSpot payments okay so to get started with HubSpot payments simply head over to your free HubSpot CRM or your paid HubSpot account and then navigate up to Commerce click here and then come down and select payments and this is a new feature that HubSpot users can leverage across their account if we navigate down the page and once we've set up payments we can start receiving payments from invoices we can set up payment links we can also send out quotes and we can capture reoccurring subscriptions reoccurring payments okay so let's navigate back up to the top and then click on set up payments and the first thing that we need to do is connect stripe which is a free Universal payment Gateway you only pay a small fee per transaction and as you can see no platform fee for the first 90 days simply come down and click on connect stripe if you currently do not have a stripe account simply navigate through the process of creating a stripe account now if you want to learn more about stripe what I'll do is add a few tutorials Down Below in the the description which will cover all of the stripe tools and features that you can leverage inside a stripe account go ahead and select where your business is located I'm going to select New Zealand then agree to terms and conditions and click on start here you just need to add your email of your existing stripe account or an email for a new stripe account then click continue if you already have a stripe account go ahead and add your password and then log in then choose the strap account that you want to connect you can also create a new account if you like specifically for your HubSpot payments create a new business account or select your existing business details then review all your details before submitting and just like that your strap account is now connected with HubSpot let's first go ahead and create a payment link as you can see you've been approved for HubSpot payments start collecting one time and reoccurring payments with your CRM now to arrive at payment links you can simply navigate up to Commerce and then come down and select payment link let's go ahead and create a new payment link I'm going to create one from a template here we have a few different options for templates we can accept payments for meetings trainings Consulting coaching and more we can also set up subscriptions sell collect and manage memberships software subscriptions and retainers we also have other template options like paid content projects physical goods and donations I want to create a payment link for a subscription here you can see a preview of the payment link landing page I'm happy with that so I'm going to navigate up to next come down and add the line item information then add a brief description about your offering then come down and add the unit price in our case this is the subscription price then choose your billing frequency I'm happy with monthly then your billing terms automatically renew until canceled and you can select these other options fix number of payments if we navigate down here you can delay the billing start date and you have other options down here then add quantity I'm just going to add one and then we have these other options allow customers to edit quantity make this line item optional allow customers to set their own price and these are options based on the type of payment that you want to collect I'm going to come down and click on Save now let's navigate up here and add the name of this payment link then we can come down and we can review this information that we added you can also edit the columns if you like again this just depends on the nature of the payment that you're trying to collect I'm going to cancel out of this and then navigate over to settings you can choose to allow this link to create a new deal and you can also add checkout information for example what is the next step that you want your customers to make following a purchase you want to add the appropriate information down here you can add links to resources you can add videos or again you can just add plain text then down here you can add discount codes add contact info that you want to collect as well as accepted forms of payment then decide if you want to collect the billing address shipping address and then the checkout information do you want to show a default confirmation page or do you want to redirect that customer to a different page you can simply add that link in here this could be a website page that you created inside HubSpot or a landing page inside HubSpot or a web address outside of HubSpot okay so once you've added that information simply navigate over to preview and here you can preview that payment link that payment page and once you're happy with your new payment link simply navigate up to create you can also preview what this payment page looks like across different devices and as you can see your payment link is ready to be sent we can come down here and we can copy this payment link and we can share it across our different channels with our customers with our audience via email Facebook LinkedIn whatever channel that you're leveraging I'm going to close this and to create a new payment link simply click on create a new payment link you can also customize and edit this existing payment link that you created okay so what I want to do is now go over to payments if we navigate down here this is where you want to spend some time add your branding and Account Details to your Commerce settings again if I navigate down here I showed you how to create a payment link which you can share in your forms meetings in your email campaigns and on your website again we can navigate down here and we can create quotes collect payments to your quotes tool to get paid when a customer accepts a quote you can also quickly create and share a customizable invoice with your CRM okay so let's navigate back up to the top and then click on Commerce again we're currently on payments you can manage your invoices payment links quotes and then subscriptions if I click on subscriptions we can quickly go ahead and create a new subscription you can schedule automatic reminders updating customers when a payment is about to go out you can easily make changes to your subscriptions and you can track your reoccurring Revenue okay so I'm going to navigate back up to Commerce and then navigate down to payments if we click on checkout this is where you can customize your Global checkout settings and these checkout settings will appear on your payment links quotes and invoices so make sure you've got the right payment methods set up do you want to collect billing information what countries do you ship to do you want to collect the shipping address and then you can add your policies down here terms of service this could be a link to your terms of service page on your website as well as your cancellation policy and refund policy however that is how you can connect HubSpot with stri so that you can start collecting payments inside HubSpot remember you can create invoices subscriptions payment links as well as quotes and start managing the way that you collect payments inside HubSpot this is a powerful new feature that you can find inside the free HubSpot CRM as well as paid accounts everything you need when it comes to managing payments can be done inside HubSpot and there we have it guys that is it for this brief HubSpot payments tutorial now if you have any questions about setting up HubSpot payments make sure to pop them down below and with that said thank you so much for watching this video all the way through to the end if you got value make sure you leave a like And subscribe and that way I'll see you in the next video take care everyone