You can create payment links and directly accept a part of the payment amounts from your client. Moreover, you set the minimum payment value that has to be paid by the client. Here’s how to do it.

• Open your HubSpot account.
• Navigate to contacts and choose the contact for which you wish to create the payment link for.

• Now, find the FormPay Payments section in the CRM Card section on the left.
• Click Create Payment Link.

• Choose you desire payment gateways, enter the payment amount, payment type, and all the essential information.
• Next, find the Allow Partial Payment toggle at the bottom and click on it to enable.
• Enter the minimum payment amount you wish to collect from your client.
• Once done, click Create Payment Link.

Here’s how the payment link page will appear to your client, as they will be able to put in the amount they wish and finish payment.

The post How to accept partial payments through HubSpot via FormPay? appeared first on MakeWebBetter Support.

• When creating a form click on Enable Deal toggle. 
• This will create the deal in your HubSpot portal.

The post How does enable deal feature work? appeared first on MakeWebBetter Support.

It’s quite simple. You can access the subscription payment feature from the button of the form setting, when creating a  form. Follow these simple steps to create a recurring payments form:

• Navigate to Forms in the FormPay app.
• Name your form and choose the HubSpot form. In addition to this, select the redirection/thank you page settings, payment settings & payment method (gateway).
• After this, enable the Allow Subcription toggle under Subscription Settings.

• Then, select Recurring in the payment type.
• Choose Monthy 

Note: Only Stripe & Authorize.net can enable subscription. Also, Subscription settings can only be enabled when you disable Donation Settings in the Form tab.

The post How do I enable recurring payments form in FormPay? appeared first on MakeWebBetter Support.

Now, let’s see how you can activate the option to accept payment through Google Pay, Apple Pay or Link Pay.

• In your FormPay app account.
• Create a form or edit an already created form.
• Once done with the form settings, switch to Payment.

• On the next page, go to Stripe Settings.
• Enable the option for Apple Pay, Google Pay & Link Pay.
• Finally, Publish the form.

You now have a form that accepts payment through Apple Pay, Google Pay, and Link Pay.

The post How do I accept through Google Pay & Apple Pay using FormPay? appeared first on MakeWebBetter Support.

Let’s see how you can monitor all the transaction of the respective contacts in the HubSpot.

• Visit your HubSpot account.
• Navigate to Contacts.
• Search and click on the Contact that you wish to view transaction history of.
• After this, switch to Activities.
• Find the activity by date or scroll down to find “Form Submission”.

• The contact details will be listed in the timeline event as above.

To view the transaction amount, status and transaction ID, you can view all of this in FormPay (under Transactions).

The post How to view transaction history in HubSpot for desired contacts? appeared first on MakeWebBetter Support.

• Go to your HubSpot account and then to Contacts.
• Search for the customer who bought your product. Click on the respective contact.
• Then, you’wll find the HubSpot CRM Card on the left.
• Scroll down and find the card which says “FormPay Payments”.

Note: You can create this payment link using the active gateways that you have in FormPay.

• A HubSpot modal will appear, and you have to begin with Gateway Settings.

• Here, you have to choose the payment settings —
  • Gateways
  • Default Gateway
  • Select Contact
  • Currency
  • Payment Type
  • Enter Amount
  • Allow Transaction Charge Toggle
  • Show Line Items Toggle
  • Allow Coupon: The coupons created in FormPay.
  • Allow Partial Payment: Decide on the minimum amount to be paid by the customer for partial payment.
  • Form Language Settings

• After this, switch to the Payment Settings tab. (If you choose Stripe as your gateway.) This allows you to select Stripe Card or Stripe Session to allow your customers their preferred payment methods.

• Next, go to the Advance Settings tab to apply your branding to your payment link page. This tab also to decide on certain other settings such as the payment recipient name, redirection settings, theme settings & URL settings.

  Note: You need to set up the Advance Settings only once, you will find this section auto-filled for future payment links in the same HubSpot portal.

• After all the customizations click Save.

• Lastly, come back to the Gateway Settings tab and click Create Payment Link.

That’s it! Use this link to directly share with your customer.

The post How do I create a Payment Link within the HubSpot? appeared first on MakeWebBetter Support.

Say, you want to create a report to monitor your customers’ demographics (country). Follow these simple steps.

• In your HubSpot account, go to Reports and select reports from the drop-down.
• On the top-right corner, click the Create Report button.
• Choose Single Object report type on the next page.
• Then, choose Contacts on the next page. And then, click Next.
• Under Properties filters, select the desired filter by clicking on it.
• Once done, choose visualization i.e. how you want to display the data in the dynamic report.
• Finally, click Save from the top-right corner.

The post How to create reports in HubSpot with FormPay data? appeared first on MakeWebBetter Support.

For instance, you can create a list of your existing customers. Just follow these simple steps:

• In your HubSpot account, go to Contacts > Lists.
• On the top-right corner, spot the Create List button. Click on it.
• On the next page, name your list under Contact-based. On the top-right, click Next.
• Click +Add Filter.

• Search “FormPay Payment” in the search bar.

• Then, in the group filter, select ‘FormPay Payment: FormPay Form Submission Properties’.

• After this, select the Payment Amount filter, for the list to contain the customers that have already bought from you.

• Finally, under Payment Amount select ‘is known’.
• On the top-right, click Save List.

Similarly, you can create a list for subscribers, coupon usage, payment status, payment modes used, currency, and a lot more.

The post How can I segment FormPay contacts as lists in HubSpot? appeared first on MakeWebBetter Support.