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DELIVERY MODULE 1 to 2 weeks

Commerce Hub・Payments & Invoicing Setup

Connects Stripe to HubSpot, sets up branded invoices and payment links, and builds payment-triggered deal stage automation so the team can collect payments directly from HubSpot.

Delivery module

AU$560

1 to 2 weeks

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What this module actually does

Included

Client can collect payments directly through HubSpot using Stripe-powered payment links and invoices.
Invoices are branded and professional, with correct pricing pulled from the product library.
Deal stages update automatically when payments are received, keeping the pipeline accurate without manual updates.
Invoices sync to Xero for accounting records (if in scope).

Not included

Accounting system setup, configuration, or chart of accounts work
Tax configuration in Xero or other accounting software
Custom payment flows, subscription billing logic, or dunning sequences
Refund or credit note workflows
Ongoing payment reconciliation or bookkeeping
PCI compliance consulting or security audits
Payment processors other than Stripe
Custom checkout pages or embedded payment forms
Multi-currency payment configuration
Payment reminder automation sequences
Stripe account creation or configuration

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

Partner Admin access to HubSpot, needed before Kickoff and Payment Requirements Confirmation
The Stripe account owner available for a 30 minute session to log in with two-factor authentication, needed before Payment Processor Connection
The list of products that need payment links, set up in the HubSpot product library, needed before Payment Links Configuration
Company name, address, ABN and contact details for invoices, needed before Invoice Settings and Template Setup
Invoice number prefix and starting number, agreed with your accountant, needed before Invoice Settings and Template Setup
Default payment terms and any wording for the invoice comments, needed before Invoice Settings and Template Setup
Your logo and brand colours in the HubSpot brand kit, needed before Invoice Settings and Template Setup
A HubSpot Professional or Enterprise subscription that includes workflows, and the deal stage a paid deal should move to, needed before Payment-Triggered Automation
Xero admin access and tax rates set up in Xero, if Xero sync is in scope, needed before Accounting Integration
Someone to pay and then refund a low value test invoice by card, needed before End-to-End Testing and Client Walkthrough

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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