🔗 HubSpot KB Bridge: Manage payments
💡 Core Capability
When collecting payments in HubSpot, payment details are stored in a payment record in HubSpot. Payouts from online payments are deposited daily to your bank account.
🛠️ Key Operations & Headings Outline
- Payouts
- When funds are available for payout
- When you receive the payout to your bank account
- View payment records
- Manage payments
- View transaction fees
- Issue refunds
- Requirements to issue refundsPayments must meet the following conditions to be eligible for a refund:
- Issue a refund through HubSpot
- Send receipts
- Customize receipt and refund emails
- Retrieve a copy of the bank debit transaction authorization
📋 Subscription Availability
- All products and plans
🔗 WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot