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?

Få en solid forståelse av HubSpots CRM- og markedsføringsverktøy. Lær hvordan du administrerer kontakter, oppretter kampanjer, automatiserer arbeidsflyter og analyserer resultater for å effektivt utvikle virksomheten din.


Bli kjent med HubSpots verktøy og funksjoner mens du lærer hvordan du setter opp kontoen din, administrerer kontakter og oppretter effektive lister for markedsføring og rapportering.


Lær hvordan du lager effektive landingssider, e-postkampanjer og blogginnlegg, samtidig som du administrerer sosiale medier med HubSpots brukervennlige verktøy.

Lær hvordan du kan automatisere repeterende oppgaver, pleie leads og administrere avtaler ved hjelp av HubSpots CRM- og arbeidsflytverktøy for å effektivisere markedsførings- og salgsarbeidet ditt.

Utforsk HubSpots avanserte automatiseringsmuligheter, integrasjoner med tredjepartsverktøy og tilpasningsalternativer for å skreddersy plattformen fullt ut til virksomhetens behov.

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?