topic Re: How to customize receipt from payment links? in Tips, Tricks & Best Practices

How to customize receipt from payment links?

SDahlgren — Fri, 29 Mar 2024 18:19:40 GMT

I created a form and added payment link (Stripe connection) which works great.

BUT the receipt that is sent to the customer does not meet the government standards. There is only my company name.

It should have both postal address and VAT number, clearly stated on the receipt. Not sure why Hubspot has not implemented this as standard.

I cannot find a way to customize the receipt either, except for adding a logo and colored line.

Also I would like to remove the phone number and only have our support email address on the receipt.

Any ideas?

Re: How to customize receipt from payment links?

PamCotton — Fri, 29 Mar 2024 21:54:49 GMT

Hey @SDahlgren, thank you for posting in our Community.

While our receipt customization options are limited, you might consider manually adding the required information in the payment confirmation email.

To our top experts @Lucila-Andimol, @DanielSanchez and @danmoyle any recommendations for @SDahlgren matter?

Thank you,

Pam

Re: How to customize receipt from payment links?

SDahlgren — Sun, 31 Mar 2024 14:52:06 GMT

@PamCottonThanks for responding.

Well, to comply with tax laws in the EU the VAT-number of the selling company should be on the receipt, otherwise you cant sell B2B ... As should the company address. Seems like Hubspot should correct this flaw ASAP. 🙄

Where do I find the setting for the payment confirmation email as a (hopefully) temporary work-around?

Re: How to customize receipt from payment links?

Lucila-Andimol — Mon, 01 Apr 2024 15:26:54 GMT

Hey @SDahlgren

as payments are process throughout Stripe,

Stripe is the one that sends the receipts once the payment is confirmed.

In HubSpot you can Setup the VAT/Tax ID number here

Have you done that already?

Re: How to customize receipt from payment links?

SDahlgren — Tue, 02 Apr 2024 05:09:28 GMT

@Lucila-Andimol Thanks for your reply.

But as far as I can tell the receipt email is sent from Hubspot servers and the "View Payment"-link in the email goes to a page located on Hubspot.com. There is no visual involvement from Stripe regarding how the receipt is sent and presented. My company logo in the email is located on the Hubspot servers.

I also looked inside the Stripe account that confirms that no receipt has been sent. Hubspot handles this because that is how they have set it up, evidently.

I understand that Stripe processes the payment and should perhaps also handle receipts like they do for other customers. But in this case they do not.

I have added the VAT/Tax ID in the field under Objects > Invoices but that does not work. Actually the receipt created by Hubspot for the Payment links does not look like the example invoice on the page (Setup the VAT/Tax ID number here ) which probably is because that one refers to invoices that are evidently separate from Payment Links-receipts?

So the question remains: where is the template or ability to create a proper receipt from payment links? And you gotta wonder how Hubspot could have missed adding it (seller VAT-info, addresses etc) to the receipts in the first place? 😉

Re: How to customize receipt from payment links?

HarborBecky — Fri, 12 Apr 2024 15:56:30 GMT

I am running into the same issue... I can't find where to customize the email confirmation content?

Re: How to customize receipt from payment links?

GMartinez45 — Fri, 03 May 2024 06:09:44 GMT

We are also experiencing a similar issue with the receipt that is sent after a payment link.

It's showing contact details that need to be removed from the receipt as it's a mobile number. I can't find anywhere to edit/remove these details. Plus we need to add an ABN to comply with Australian Business rules.

Can anyone help?

Re: How to customize receipt from payment links?

anilrpatel — Mon, 23 Sep 2024 16:23:03 GMT

I am running into the same issue. I need to be able to cusomize some of the fields on the receipt.

Re: How to customize receipt from payment links?

JBurden5 — Thu, 10 Oct 2024 20:05:22 GMT

Was anyone able to find a solution to this? We are a nonprofit and I'm having the same issue - I need to add language to the receipt email and the customer service chat wasn't able to help much!

Re: How to customize receipt from payment links?

GMartinez45 — Thu, 10 Oct 2024 22:43:13 GMT

I have not been able to find a solution, but I did chat to our Sales person who seemed to have a suggestion of an add-on that makes it possible (seems like Sales people think of different solutions to the Helpdesk). I haven't had the chance to look into it, but as soon as I do, I will post something!

Re: How to customize receipt from payment links?

SDahlgren — Fri, 11 Oct 2024 05:16:03 GMT

After I posted here Hubspot representative reached out to me and we had a conversation about the lack of functionality. There is no solution at the moment but my impression was that they were gonna look into it and improve.
For my part I moved on and built a solution in Wordpress using WPforms which had its share of challenges but it did allow me to fully customize receipts and also had other advantages like getting ad content directly into WP. But of course it is missing the integration with Hubspot and the benefits that would come from having customers in the CRM.

Re: How to customize receipt from payment links?

JBurden5 — Fri, 11 Oct 2024 14:28:21 GMT

Ok thanks! I was thikning of an email automation after their transactions, using forms, that would send an email with more info on our org and have a mention of "keep your receipt!" and cover the rest of it. Not perfect though, I hope they add the receipt customization soon!

Re: How to customize receipt from payment links?

Mariko — Mon, 21 Oct 2024 01:22:12 GMT

any joy with suggestion for a solution? All I want to do is add a GST # to the receipt