# Tips, Tricks & Best Practices

**URL:** https://community.hubspot.com/c/commerce/tips-tricks-best-practices/149.md?page=2

[Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md)

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## [Product Portfolio Checkbox list creation](https://community.hubspot.com/t/product-portfolio-checkbox-list-creation/113431)

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**Author:** [@PSM](https://community.hubspot.com/u/PSM)\
**Replies:** 3\
**Last updated:** [August 1, 2024, 3:31pm UTC](https://community.hubspot.com/t/product-portfolio-checkbox-list-creation/113431 "2024-08-01T15:31:27Z")

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I’m looking for a good way to create a page similar to the attached image, below but with checkboxes next to the products. This will be sent to clients who can then select what they’re interested in and submit it. I trie…

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## [Subscription-based content](https://community.hubspot.com/t/subscription-based-content/113174)

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**Author:** [@EBerkowitz](https://community.hubspot.com/u/EBerkowitz)\
**Replies:** 1\
**Last updated:** [July 30, 2024, 8:08am UTC](https://community.hubspot.com/t/subscription-based-content/113174 "2024-07-30T08:08:36Z")

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Is there a way to build a subscription account to gain access to content? Our team is looking to create tiers of subscription users so they can access our published content. We envision the most expensive subscription to…

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## [B2B Supplier data linked to products](https://community.hubspot.com/t/b2b-supplier-data-linked-to-products/106823)

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**Author:** [@TBucciarelli](https://community.hubspot.com/u/TBucciarelli)\
**Replies:** 4\
**Last updated:** [July 28, 2024, 10:19pm UTC](https://community.hubspot.com/t/b2b-supplier-data-linked-to-products/106823 "2024-07-28T22:19:28Z")

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I’m curious if HubSpot can support this scenario: - I am a wholesaler - I use HubSpot CRM to manage my customers. but I’m interested in using HubSpot Commerce to also manage my products and my suppliers and then allow…

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## [E-commerce Store](https://community.hubspot.com/t/e-commerce-store/99390)

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**Author:** [@JyoteshG](https://community.hubspot.com/u/JyoteshG)\
**Replies:** 5\
**Last updated:** [July 13, 2024, 7:37pm UTC](https://community.hubspot.com/t/e-commerce-store/99390 "2024-07-13T19:37:33Z")

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Over the time I am getting a huge demand from my clients for E-commerce store on HubSpot. As it is a newly added feature of Hubspot I would like to know more about this from my fellow community members. What are your t…

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## [Ecom Marketing](https://community.hubspot.com/t/ecom-marketing/108955)

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**Author:** [@ahmadraza](https://community.hubspot.com/u/ahmadraza)\
**Replies:** 3\
**Last updated:** [June 19, 2024, 12:41pm UTC](https://community.hubspot.com/t/ecom-marketing/108955 "2024-06-19T12:41:01Z")

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Which platform is better for e-commerce paid campaigns? Which can give the best ROI?

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## [I just want my product image and a "buy me" button](https://community.hubspot.com/t/i-just-want-my-product-image-and-a-buy-me-button/109587)

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**Author:** [@PSpencer](https://community.hubspot.com/u/PSpencer)\
**Replies:** 1\
**Last updated:** [June 18, 2024, 5:25pm UTC](https://community.hubspot.com/t/i-just-want-my-product-image-and-a-buy-me-button/109587 "2024-06-18T17:25:34Z")

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Hi, I need some help getting products on my web pages. I have successfully setup my payment link, I have configured my account settings, and even setup the “physical goods” onboarding experience. I then setup a product (…

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## [Location based phone number search](https://community.hubspot.com/t/location-based-phone-number-search/109070)

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**Author:** [@LCoronis](https://community.hubspot.com/u/LCoronis)\
**Replies:** 3\
**Last updated:** [June 12, 2024, 4:10pm UTC](https://community.hubspot.com/t/location-based-phone-number-search/109070 "2024-06-12T16:10:45Z")

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We want to be able to have a location field for people to type in where they are located and that will determine the phone number we suggest they call for customer support since we have quite a few. What would be the bes…

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## [\[Upcoming Webinar\] Feature Focus: Introducing Commerce Hub](https://community.hubspot.com/t/upcoming-webinar-feature-focus-introducing-commerce-hub/108630)

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**Author:** [@beatrizlima](https://community.hubspot.com/u/beatrizlima)\
**Replies:** 0\
**Last updated:** [June 4, 2024, 4:25pm UTC](https://community.hubspot.com/t/upcoming-webinar-feature-focus-introducing-commerce-hub/108630 "2024-06-04T16:25:11Z")

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Businesses are currently selling in two ways. The rep-assisted sale is often disjointed, messy, and complicated while the touchless sale in B2B commerce isn’t happening. This leads to wasted time, lost revenue, and a…

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## [Check out CommercePro, a HubSpot native commerce solution](https://community.hubspot.com/t/check-out-commercepro-a-hubspot-native-commerce-solution/91347)

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**Author:** [@boydwason](https://community.hubspot.com/u/boydwason)\
**Replies:** 6\
**Last updated:** [May 21, 2024, 8:46pm UTC](https://community.hubspot.com/t/check-out-commercepro-a-hubspot-native-commerce-solution/91347 "2024-05-21T20:46:24Z")

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Hi, We developed CommercePro, a HubSpot native commerce solution that solves for customers with advanced requirements. CommercePro is a seamless integration of HubSpot, Stripe and your chosen finance platform that enabl…

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## [Sensitive Data - Bank Details](https://community.hubspot.com/t/sensitive-data-bank-details/107073)

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**Author:** [@aparley](https://community.hubspot.com/u/aparley)\
**Replies:** 3\
**Last updated:** [May 20, 2024, 12:17pm UTC](https://community.hubspot.com/t/sensitive-data-bank-details/107073 "2024-05-20T12:17:33Z")

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Hello HubSpotters I’m deligted that the senstive data public beta is live, but I’m aware you can only store the last 4 digits of a bank account number in the CRM. However, what solutions are there for storing contact b…

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## [How to increase the monthly subscription for a client](https://community.hubspot.com/t/how-to-increase-the-monthly-subscription-for-a-client/103271)

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**Author:** [@malanciault](https://community.hubspot.com/u/malanciault)\
**Replies:** 3\
**Last updated:** [May 10, 2024, 11:04am UTC](https://community.hubspot.com/t/how-to-increase-the-monthly-subscription-for-a-client/103271 "2024-05-10T11:04:24Z")

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Hi, I’m trying to figure out how to change the subscription of a contact when we upsale a client. Here is an example. We send a payment link to a client with a line item of 100$ / month. Client enters his credit card i…

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## [How to implement multiple line items table in a Quote](https://community.hubspot.com/t/how-to-implement-multiple-line-items-table-in-a-quote/103661)

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**Author:** [@MShinde6](https://community.hubspot.com/u/MShinde6)\
**Replies:** 3\
**Last updated:** [April 3, 2024, 12:48pm UTC](https://community.hubspot.com/t/how-to-implement-multiple-line-items-table-in-a-quote/103661 "2024-04-03T12:48:38Z")

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we want to implement multiple line item tables in our quote, and these line items should be dynamic

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## [Payment Links receipts - remove phone number](https://community.hubspot.com/t/payment-links-receipts-remove-phone-number/103364)

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**Author:** [@ACookFDN-P](https://community.hubspot.com/u/ACookFDN-P)\
**Replies:** 6\
**Last updated:** [March 27, 2024, 8:41pm UTC](https://community.hubspot.com/t/payment-links-receipts-remove-phone-number/103364 "2024-03-27T20:41:13Z")

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I did a test for my payment link, and it worked out well. I received the receipt via email and it has a generated sentence at the bottom saying “if you have any questions, contact us at \_\_\_ or call us at \_\_\_” I do not wa…

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## [Can I Use HubSpot to See Who Owe's Me Money?](https://community.hubspot.com/t/can-i-use-hubspot-to-see-who-owes-me-money/65570)

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**Author:** [@AdamSinger-AGP](https://community.hubspot.com/u/AdamSinger-AGP)\
**Replies:** 4\
**Last updated:** [March 16, 2024, 4:49pm UTC](https://community.hubspot.com/t/can-i-use-hubspot-to-see-who-owes-me-money/65570 "2024-03-16T16:49:25Z")

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I like the idea of using HubSpot to invoice my clients. The problem is that some of my clients pay by check or feel squeemish about putting their bank info into an online payment system. So, if I send out invoices to th…

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## [How to Succeed with Payments in Meeting Links](https://community.hubspot.com/t/how-to-succeed-with-payments-in-meeting-links/63137)

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**Author:** [@kvlschaefer](https://community.hubspot.com/u/kvlschaefer)\
**Replies:** 8\
**Last updated:** [February 28, 2024, 4:31pm UTC](https://community.hubspot.com/t/how-to-succeed-with-payments-in-meeting-links/63137 "2024-02-28T16:31:38Z")

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Get paid quickly and streamline your checkout experience with the payments in meeting links feature for HubSpot Payments. How does it work? When a customer books a meeting, they will be taken to a payments checkout pag…

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## [Payment terms/Synchrony Financial](https://community.hubspot.com/t/payment-terms-synchrony-financial/96788)

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**Author:** [@Nward01](https://community.hubspot.com/u/Nward01)\
**Replies:** 2\
**Last updated:** [January 14, 2024, 8:25pm UTC](https://community.hubspot.com/t/payment-terms-synchrony-financial/96788 "2024-01-14T20:25:03Z")

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We are considering Synchrony Financial to provide financing terms for our customer’s purchases. However, it seems there are no companies in this arena that integrate with HubSpot (HS Payments). Looking for options.

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## [Calculating the amount of transactions over a period](https://community.hubspot.com/t/calculating-the-amount-of-transactions-over-a-period/93675)

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**Author:** [@mflourens](https://community.hubspot.com/u/mflourens)\
**Replies:** 6\
**Last updated:** [December 12, 2023, 5:33am UTC](https://community.hubspot.com/t/calculating-the-amount-of-transactions-over-a-period/93675 "2023-12-12T05:33:00Z")

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Hi community, We are a non-profit organization, and I would like to create a list of contacts based on the cumulative amount of donations (transactions) in euros they made over a given period. For example, all the cont…

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## [Work around for applying taxes to HubSpot payment?](https://community.hubspot.com/t/work-around-for-applying-taxes-to-hubspot-payment/81406)

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**Author:** [@LChristian](https://community.hubspot.com/u/LChristian)\
**Replies:** 5\
**Last updated:** [May 19, 2023, 7:38pm UTC](https://community.hubspot.com/t/work-around-for-applying-taxes-to-hubspot-payment/81406 "2023-05-19T19:38:46Z")

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Anyone have a workaround for using HubSpot payments for products that are taxable? Are there any integration features with QuickBooks that can be leveraged for this? I saw a previous note from a HubSpot employee that ad…

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## [How to create a workflow to offer a paid gated content?](https://community.hubspot.com/t/how-to-create-a-workflow-to-offer-a-paid-gated-content/73587)

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**Author:** [@Sam62](https://community.hubspot.com/u/Sam62)\
**Replies:** 5\
**Last updated:** [January 24, 2023, 1:42pm UTC](https://community.hubspot.com/t/how-to-create-a-workflow-to-offer-a-paid-gated-content/73587 "2023-01-24T13:42:11Z")

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I want to know if I’ve created a PDF guide and I’m hosting it on my WordPress website, how can I create a workflow to offer that content after a successful paid transaction.

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## [How to Succeed with the Payments Object](https://community.hubspot.com/t/how-to-succeed-with-the-payments-object/67539)

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**Author:** [@kvlschaefer](https://community.hubspot.com/u/kvlschaefer)\
**Replies:** 2\
**Last updated:** [November 1, 2022, 12:39pm UTC](https://community.hubspot.com/t/how-to-succeed-with-the-payments-object/67539 "2022-11-01T12:39:45Z")

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The payments object is a powerful feature of HubSpot Payments which stores each buyer’s transactional data when they submit payment through payments links or quotes. How does it work? The payments index page has a simi…

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## [How to Succeed with Payments Links in the CMS](https://community.hubspot.com/t/how-to-succeed-with-payments-links-in-the-cms/66584)

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**Author:** [@kvlschaefer](https://community.hubspot.com/u/kvlschaefer)\
**Replies:** 2\
**Last updated:** [October 7, 2022, 1:28pm UTC](https://community.hubspot.com/t/how-to-succeed-with-payments-links-in-the-cms/66584 "2022-10-07T13:28:37Z")

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Add a payments link directly to your website, landing page, or blog with the payments links in the CMS feature for HubSpot Payments. How does it work? Add the default payments module to a drag or drop page or template …

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## [How to Succeed with Payment Links in Marketing Emails](https://community.hubspot.com/t/how-to-succeed-with-payment-links-in-marketing-emails/66043)

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**Author:** [@kvlschaefer](https://community.hubspot.com/u/kvlschaefer)\
**Replies:** 6\
**Last updated:** [September 30, 2022, 12:57am UTC](https://community.hubspot.com/t/how-to-succeed-with-payment-links-in-marketing-emails/66043 "2022-09-30T00:57:28Z")

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Convert email CTA buttons into direct payments links with the payments links in the marketing emails feature for HubSpot Payments. How does it work? When a buyer clicks the button from an email, they will be taken to t…

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## [How to Succeed with Payments in Forms](https://community.hubspot.com/t/how-to-succeed-with-payments-in-forms/65573)

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**Author:** [@kvlschaefer](https://community.hubspot.com/u/kvlschaefer)\
**Replies:** 6\
**Last updated:** [September 23, 2022, 1:33pm UTC](https://community.hubspot.com/t/how-to-succeed-with-payments-in-forms/65573 "2022-09-23T13:33:55Z")

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Accept payments once their customers fill out a form, plus capture leads and track payments all on one platform with the payments in forms feature for HubSpot Payments. How does it work? When a visitor submits the form…

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## [Connect HubSpot, Zoom Meetings, and Online Payment](https://community.hubspot.com/t/connect-hubspot-zoom-meetings-and-online-payment/26089)

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**Author:** [@NatalieWlock](https://community.hubspot.com/u/NatalieWlock)\
**Replies:** 1\
**Last updated:** [September 30, 2020, 6:13am UTC](https://community.hubspot.com/t/connect-hubspot-zoom-meetings-and-online-payment/26089 "2020-09-30T06:13:25Z")

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Hello, My company is planning to start offering paid online in-real-time training. As the company does not have a customer database, I am in the process of setting them up with a CRM in HubSpot. My colleagues would lik…

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