Automating Delayed Payments in HubSpot

Have you ever needed to take one payment upfront and then charge the next payment weeks later without chasing invoices? HubSpot makes this possible by using subscriptions.

In this guide, I’ll walk you through how to set it up.

Step 1: Create Two Products

In HubSpot Commerce → Products, create two items:

1. Workshop Reservation

   • Billing frequency: One-time

   • Pricing model: Flat rate

   • Example: $500

2. Workshop Remaining Payment

   • Billing frequency: Weekly (with just one payment scheduled)

   • Pricing model: Flat rate

   • Example: $500

This setup allows us to use HubSpot’s subscription logic for the second payment.

Step 2: Build a Payment Link

Go to Commerce → Payment Links and create a new link. Add both products as line items:

• Workshop Reservation (charged immediately)

• Workshop Remaining Payment (delayed payment)

Edit the remaining payment’s settings:

• Confirm billing frequency is set to weekly with 1 payment.

• Check Delay billing start date.

• Choose either:

  • A custom date (e.g., the day of your workshop), or

  • A delay in days/months (e.g., 45 days after purchase).

Step 3: Collect Payment Details

When customers check out, make sure to store their payment method for future charges. This ensures HubSpot can automatically process the second payment without requiring the customer to re-enter details.

Step 4: Test the Process

1. Complete checkout with a test contact.

2. Verify the first payment posts correctly.

3. Confirm a subscription record is created for the delayed payment.

From the subscription record, you can:

• Let it process automatically.

• Edit details (e.g., payment date).

• Cancel future payments if necessary (while keeping the initial deposit).

Step 5: Review Confirmation Emails

Customers receive a receipt showing their initial payment and a note about future charges. Currently, HubSpot’s legacy system shows it as “weekly” billing, even if it’s only one delayed payment. While not perfect, it works as a reliable workaround until HubSpot Commerce Hub expands its functionality.

Why This Matters

Using this approach, you can:

• Take a deposit now.

• Automatically collect the balance later.

• Avoid manual invoicing and follow-up.

It’s a simple way to automate staggered payments with the tools you already have in HubSpot.

If you need help setting this up or know of someone that does, make a WHIntroduction here.

Bye for now!