Hubspot: Manage payment requests
Create refunds
- Go to the CRM card which contains the payment card for which you want to create a refund.
- Click Actions > Refund payment
- Enter the refund details.
- Click Submit to create the refund.
View a payment request's status
Find out whether a payment link has been paid, or if any errors have occurred.
- Go to the Mollie-HubSpot connect page↗ where you start the integration process.
- Select Start collecting payments.
As a result, you will be logged into your account. - Select Deals from the Sales drop-down menu.
- Open the relevant deal card.
- Go to the payment link in the Mollie section of the right side bar.
- The Status field of the link shows its status:
Status | Description |
---|---|
Generated | The payment link has been created and sent to the customer, awaiting their payment. |
Paid | The customer has paid. |
Error | The customer tried to pay but got an error. Check the payment link in the side bar for details. |
Track payment activities
View a timeline of events relating to your payment requests.
- Go to the Mollie-HubSpot connect page↗ where you start the integration process.
- Select Start collecting payments.
As a result, you will be logged into your account. - Select Deals from the Sales drop-down menu.
- Open the relevant deal card.
- Select the Activities tab.
- Select Filter activity.
- Select Mollie under Integrations.
The activities timeline now includes payment link events.
Delete a payment request
Delete a payment request that no longer applies, or deactivate a payment link that has already been sent.
- Go to the Mollie-HubSpot connect page↗ where you start the integration process.
- Select Start collecting payments.
As a result, you will be logged into your account. - Select Deals from the Sales drop-down menu.
- Open the relevant deal card.
- Go to the payment link in the Mollie section of the right side bar.
- Select Delete from the link's Actions drop-down menu.
- Confirm the deletion, or the deactivation in case the link has already been sent.
Updated 13 days ago