Tips, Tricks & Best Practices

SDahlgren
Member

How to customize receipt from payment links?

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?

5 Replies 5
Lucila-Andimol
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

How to customize receipt from payment links?

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?

 

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

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SDahlgren
Member

How to customize receipt from payment links?

@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? 😉

0 Upvotes
PamCotton
Community Manager
Community Manager

How to customize receipt from payment links?

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

 

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SDahlgren
Member

How to customize receipt from payment links?

@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?

HarborBecky
Participant

How to customize receipt from payment links?

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

0 Upvotes