How do I see Payment infomation?

 

Click on Sales

Click on Sales

Click on Payments

Click on Payments

Click on the Payment

Click on the Payment

You can see the person who made the purchase.

Clicking on the person will take you to their contact record with their entire history.

You can see the person who made the purchase.

If there are any related companies, they will be listed here.

Click on See the businesses or organizations associated with this record. This only populates is the contact is already associated with a company. You can manually associate the payment to a company after the payment is made by clicking "Add".

If there are any related companies, they will be listed here.

Processing Fees

Click on Processing Fees

This shows the related Deal with the payment.

These are generated to create advanced reports.

This shows the related Deal with the payment.

The products included in the purchase are listed under "Line Items"

The products included in the purchase are listed under "Line Items"

HubSpot breaks down the payments into the gross, their fees, and the net amount.

HubSpot breaks down the payments into the gross, their fees, and the net amount.

The net amount is what is deposited in the payout.

The net amount is what is deposited in the payout.