Getting Started
- Getting Started with DepositFix
  - Create Your DepositFix Account
  - Connect HubSpot to DepositFix
DepositFix Forms
- Products
  - Create Your First Product
  - Manage Your Products
  - Subscription Products
  - Build Installment / Payment Plan products
- Form Builder
  - Build a New Form
  - Clone an Existing Form
  - Publish Your Form
  - Set up Redirect After Payment
  - Test Your Depositfix Form
- Embedding DepositFix on your Website
  - Embedding your Form on a HubSpot Page
  - Embedding your Form on a WordPress page
  - Embedding your Form on a Wix Page
  - Embedding your Form on a Squarespace Page
- Advanced Customization
  - Styling Your DepositFix Forms
  - JavaScript Callbacks
  - Rename Labels on Your Form (Translations)
  - Multiple Contacts
  - Separate Credit Card Fields
  - One-click Upsell
  - Multi-step forms (staged forms)
  - Countdown Timer
  - Product ID (Loading the form with a preselected product)
Payment
- Payment Gateways
  - Stripe
  - PayPal
  - CardConnet
  - Authorize.net
- Payment Methods
  - Apple Pay
  - Google Pay
  - BACS Direct Debit (Stripe)
  - Bank Transfers (ACH)
  - Offline Payments
- Coupons and Discount Codes
  - Creating and Using Discount Codes
  - Passing Discount Codes Through URL
  - Dynamic (auto-generated) Discount Codes
- Payment Reports and Invoices
  - Payment Overview
  - Payment Invoices
  - Refund Payments
HubSpot x DepositFix
- What Does DepositFix Create in Your HubSpot Account?
- Payment Events
- Pre-defined Workflows and Email Templates
- HubSpot CRM Extension
- Hubspot Deals Integration
- HubSpot Custom Workflow Actions
Reporting
- Revenue Report
- Contacts
Settings and Features
- Sales Tax
- Users
- Public Billing Profile
- Membership Add-on
- Analytics
FAQ
- What Happens When I Edit Contacts on HubSpot?
- Can I Connect Multiple HubSpot Portals?
- Can I Send Payment Receipts
- Can I use HubSpot Captcha with my DepositFix forms?
- What Are Your Security Standards?
- How to Troubleshoot Declined Cards (Stripe Failed Payments)
- Does DepositFix Support Two-Factor Authentication (2FA)?
More

Contacts

The contacts tab shows you all your contacts that had any transactions through DepositFix.

💡

Use search by name to search for a specific contact

Clicking on a contact will open their DepositFix contact report

Subscriptions lists all their active subscriptions

Invoices lists all their previous invoices and payments

Revenue shows the net revenue made from this contact; revenue = payments - refunds

HubSpot Contact links to their contact in HubSpot

Stripe Contact links to their account in Stripe

Did this answer your question?

😞

😐

🤩

Revenue Report Sales Tax