Guide · HubSpot Revenue Hub

How to use HubSpot Revenue Hub: quote-to-cash in one system

HubSpot Revenue Hub (renamed from Commerce Hub in 2026) is HubSpot's quote-to-cash product. It puts quotes, contracts, invoices, payments, subscriptions and payment links in one Revenue menu, on the same CRM records your sales team already uses, so a signed quote turns into a contract, invoices, cash and a renewal without a spreadsheet in between.

By Joe LaGrutta, founder of JayOh · HubSpot Platinum Partner · Updated October 22, 2026

Try the interactive walkthroughSet it up with JayOh

The short version: money moves through five stages, and Revenue Hub gives each one a tool. Most companies run these in five different systems. The value is that they share one record.

STAGE 1QuoteBranded, signable quote built from the deal.
STAGE 2ContractThe signed quote becomes a living contract record.
STAGE 3InvoiceInvoices go out on the contract's schedule.
STAGE 4PaymentCard or bank payments mark invoices paid.
STAGE 5RenewSubscriptions bill and renew automatically.
Interactive walkthrough

Walk through Revenue Hub in 12 steps

How to read it: this is a HubSpot portal where JayOh sells its own GTM services. The bar on top shows which quote-to-cash stage you're on, and the orange boxes point at what matters on each screen. Every number ties out: the quote total matches the contract, and the invoices match the payments.

Use Next / Back or your arrow keys. Try the interactive bits: sign the quote (step 6), switch to overdue invoices (step 8), change billing frequency (step 10) and compare tiers (step 12). Illustrative mockup with fictional customers.

The Revenue menu

The 8 tools in HubSpot Revenue Hub

Open Revenue in HubSpot's main navigation and you get every tool below, in the order money moves.

1OverviewHome screen: shortcuts plus this quarter's accepted quote value, actual revenue and payment volume.
2Revenue analyticsReady-made reports: AR aging, balance due, billed vs. collected, MRR waterfall.
3QuotesSignable quotes from the deal, with CPQ on paid tiers: products, discounts, approvals.
4ContractsThe record of product, price, term and renewal date that billing runs from.
5InvoicesOne-time or recurring invoices with live status and balance due.
6PaymentsCard and bank payments that update the invoice and customer record.
7SubscriptionsRecurring billing on a schedule, with auto-renew and failed-payment follow-up.
8Payment linksReusable checkout links that track views and conversions.

Step by step

How to set up quote-to-cash in Revenue Hub

The order matters. Every stage reads from the one before it, so a messy product library shows up as wrong quotes, wrong contracts and wrong invoices.

1

Build the product library first

Every quote, contract and invoice pulls from your products. Set clean SKUs, prices, billing frequency (one-time vs. recurring) and default terms before anyone builds a quote. Then open the Revenue menu and check the Overview to confirm Revenue Hub is turned on.

Where
Revenue > Overview · Settings > Objects > Products
Watch for
Duplicate products with slightly different prices. CPQ won't fix them; it just quotes them faster.
2

Create quotes from the deal

Start every quote from the deal record so the customer, contact and line items come over without retyping. Put recurring and one-time items on the same quote so one signature covers the first invoice and the subscription. On Professional and Enterprise, add discount limits and approvals so a large discount waits for a manager.

Where
Revenue > Quotes > Create quote
Output
A branded web page (also downloadable as a PDF) with line items and an e-signature.
3

Turn on contracts so signed quotes become records

Contracts are the biggest change in Revenue Hub. Once they're on, an accepted quote creates a contract that holds total contract value, ACV, MRR, ARR, start and end dates and the renewal date. Invoices, payments and renewals all read from it, which is what finally gives ARR reporting a single source of truth inside the CRM.

Where
Revenue > Contracts (turn on in settings; Professional or Enterprise)
Watch for
Billing can't start until the customer adds a payment method. Send the reminder from the contract.
4

Let invoices run on the contract's schedule

Active contracts generate and send invoices on the schedule they set, and you can still create one-time invoices by hand. Each invoice tracks status (open, paid, voided) and balance due. Build an Overdue saved view on day one and give it to whoever owns collections.

Where
Revenue > Invoices
Output
Live AR: what's open, what's overdue and by how many days.
5

Collect payments and sync them to accounting

Customers pay by card or bank transfer. Each payment becomes a record tied to its invoice or payment link; a successful payment marks the invoice paid and updates the customer. Connect QuickBooks or Xero before go-live so finance isn't re-keying payments.

Where
Revenue > Payments · Payments > Disputes
Watch for
Failed card payments leave the invoice open. They show up as overdue, not as a separate alert.
6

Set up subscriptions and payment links

Subscriptions bill recurring line items monthly, quarterly or annually, with billing terms like "automatically renew until canceled" and automatic or manual payment collection. Payment links are for fixed-price, low-touch offers: no quote, just a checkout link in an email, on your site or in a text, with views and conversion tracked per link.

Where
Revenue > Subscriptions > Create subscription · Revenue > Payment Links
Rule of thumb
If it has terms or a discount, it's a quote. If it's a fixed price anyone can buy, it's a link.
7

Report from the Revenue analytics suite

The suite ships ready-made reports on live invoice, subscription and contract data: AR aging, balance due, billed vs. actual revenue, quotes by seller and the MRR waterfall. Use them as a starting point, then rebuild the board view so ARR, NRR and collections match finance's definitions.

Where
Reporting > Analytics suites > Revenue

Tiers

Which Revenue Hub tier do you need?

Free handles the occasional payment. The full quote-to-cash system, with contracts, CPQ and analytics, starts at Professional. Enterprise is for teams that need approval controls.

ToolFreeProfessionalEnterprise
Invoices, payments, payment linksIncludedIncludedIncluded
SubscriptionsSimple subscriptionsIncludedIncluded
QuotesBasic quotesAI-assisted quotes + CPQPro + multi-step approvals
ContractsNot includedIncludedIncluded
Revenue analytics suiteNot includedIncludedIncluded
Automatic sales taxNot includedIncludedIncluded
E-signaturesNot included25 per user / month50 per user / month

Packaging as of October 2026. For current prices, check HubSpot's pricing page, or buy HubSpot through JayOh and we'll scope the right tier with you.

When it fits

Signs you're ready for Revenue Hub

  • Quotes live in HubSpot but contracts live in a shared drive
  • Finance rebuilds invoices from closed-won deals by hand
  • Nobody can say what's overdue without opening the accounting system
  • Renewal dates sit in a spreadsheet, not on a record
  • ARR in the CRM never matches ARR in the board deck

What to decide first

Before you go live

  • Who owns the product library and price changes
  • Discount limits and who approves above them
  • Auto-renew vs. manual renewal, per product
  • Which accounting system is the system of record for cash
  • Whether you're replacing a CPQ tool (see our Salesforce CPQ end-of-sale guide)

FAQ

HubSpot Revenue Hub: common questions

What is HubSpot Revenue Hub?

Revenue Hub is HubSpot's quote-to-cash product. It adds a Revenue menu with Overview, Revenue Analytics, Quotes, Contracts, Invoices, Payments, Subscriptions and Payment Links, all working on the same CRM records as your deals and companies.

Is Revenue Hub the same as Commerce Hub?

Yes. HubSpot renamed Commerce Hub to Revenue Hub in 2026 and expanded it, most notably with the contracts object that connects signed quotes to billing and renewals.

What does quote-to-cash mean?

It's the full path from sending a quote to collecting the money: quote, contract, invoice, payment, then renewal or continued billing through a subscription. Revenue Hub covers each stage in one system.

Do I need Professional to use contracts?

Yes. Contracts, the Revenue analytics suite, CPQ quoting and automatic sales tax need Professional or Enterprise. Free covers basic invoices, payments, payment links and simple subscriptions.

Does Revenue Hub replace my accounting software?

No. It handles quoting, billing and collecting, then syncs payments to QuickBooks or Xero. Your accounting system stays the ledger; Revenue Hub keeps sales and finance working off the same record.

Should I use a payment link or a quote?

Use a payment link for fixed-price, low-touch offers anyone can buy. Use a quote whenever there are terms, discounts, multiple line items or a signature involved.

Set it up with JayOh

Get quote-to-cash live without the spreadsheet.

JayOh is a HubSpot Platinum Partner. We clean the product library, turn on contracts and invoicing, connect the accounting sync and build the revenue reporting finance actually trusts.