Summary  
This chapter covers using a payment gateway API to configure transaction processing and automate the creation, sending, and tracking of invoice records via CRUD operations.

General domain of usage  
Billing and invoicing management

Managing **payments and invoices** directly within HubSpot helps **streamline your sales process**, making it easier to **close deals and get paid faster**.  

Walk through **how to set up payments, create invoices, and efficiently track transactions** within HubSpot.

1. From your **HubSpot dashboard**, navigate to
**Commerce → Payments**;
2. Click **Set Up Payments**;
3. Follow the **prompts** to connect your
**payment processor** (e.g., **Stripe**);
4. Complete the **verification steps** and agree to the **terms**.
Once set up, you can start accepting payments directly through
HubSpot.

Step 1: setting up payments

1. Go to **Commerce → Invoices**;
2. Click **Create Invoice**;
3. Choose between:
**One-time invoice** — for **single payments**;
4. **Recurring invoice** — for
**ongoing subscriptions or services**.
5. Fill in the
client's billing details, product or service information, and
payment terms.

Step 2: creating an invoice

1. After reviewing the **invoice**, click **Send Invoice**;
2. Choose the **recipient** from your **HubSpot contacts** or
manually enter the **email address**;
3. Add a **personalized message** if needed;
4. Click **Send** — your **client** will receive the invoice with a
**link to pay**.
HubSpot tracks when the invoice is viewed and paid.

Step 3: sending the invoice

## Conclusion
**HubSpot's Payments and Invoices tools** make it easy to **create, send, and track invoices** while offering **clients a seamless payment experience**.  

By **managing billing** directly in **HubSpot**, you can **reduce friction in the sales process** and **keep all your client interactions in one system**.  

Where do you go to set up payments in HubSpot?

Which payment processor is commonly used with HubSpot?

What types of invoices can you create in HubSpot?

How can you track the status of sent invoices?

HubSpotのCRMおよびマーケティングツールに関する確かな理解を身につけます。コンタクトの管理、キャンペーンの作成、ワークフローの自動化、パフォーマンスの分析を学び、ビジネスの効果的な成長を目指します。


HubSpotのツールと機能に慣れながら、アカウントの設定、コンタクトの管理、マーケティングやレポーティングに効果的なリストの作成方法を学びます。


HubSpotの直感的なツールを活用し、高パフォーマンスのランディングページ、メールキャンペーン、ブログ記事を作成しながら、ソーシャルメディアを管理する方法を学びます。

HubSpotのCRMおよびワークフローツールを活用して、反復作業の自動化、リードの育成、案件管理を行い、マーケティングおよび営業活動を効率化する方法を学びます。

HubSpotの高度な自動化機能、サードパーティツールとの統合、カスタマイズオプションを活用し、ビジネスニーズに合わせてプラットフォームを完全に最適化する方法を学びます。

Managing Payments and Invoices

Conclusion

1. Where do you go to set up payments in HubSpot?

2. Which payment processor is commonly used with HubSpot?

3. What types of invoices can you create in HubSpot?

4. How can you track the status of sent invoices?