Step 1: Create Your Prefilled CargoWALLET Payment Link
Log in to CargoWALLET.
Go to GetPaid.
Copy your CargoWALLET payment link (this already includes your beneficiary ID and default currency, here is an example :
https://app.wallet.cargoai.co/pay-to?beneficiary=2c8fe7a9-b2c4-4fd8-831f-6dc47d2024e1
Step 2: Adding the Link into HubSpot QUOTE Template
Although HubSpot doesn’t fully support custom payment URLs by default, you can still add your CargoWALLET link to invoices.
In HubSpot, go to the Quote templates here : https://app.hubspot.com/settings/7989695/sales/quotes/quote-templates
Click on Edit on the Quote template you want to add the button.
In the "Term" field, add your link with this sentence :
Online payment is available here : https://app.wallet.cargoai.co/pay-to?beneficiary=2c8fe7a9-b2c4-4fd8-831f-6dc47d2024e1¤cy={{ personalization_token('template_data.quote.hs_currency', '') }}&category=Invoice_Number&reference={{ personalization_token('template_data.quote.hs_quote_number', '') }}&amount={{ personalization_token('template_data.quote.hs_quote_amount', '')|render|format_currency_value(locale=template_data.quote.hs_locale, currency=template_data.quote.hs_currency, maxDecimalDigits=6) }}You can also use personanilsation to add more parameters :
5. Click save and it will be added to each new invoice.
Step 2bis: Adding the Link into HubSpot INVOICE Template
1. Go to invoice Customization : https://app.hubspot.com/settings/7989695/sales/invoices/customization
2. In the "Comment" field, add your link this sentence :
Online payment is available here : https://app.wallet.cargoai.co/pay-to?beneficiary=2c8fe7a9-b2c4-4fd8-831f-6dc47d2024e1¤cy={{ personalization_token('template_data.quote.hs_currency', '') }}&category=Invoice_Number&reference={{ personalization_token('template_data.quote.hs_quote_number', '') }}&amount={{ personalization_token('template_data.quote.hs_quote_amount', '')|render|format_currency_value(locale=template_data.quote.hs_locale, currency=template_data.quote.hs_currency, maxDecimalDigits=6) }}
3.You can also just add your basic Get paid link :
https://app.wallet.cargoai.co/pay-to?beneficiary=2c8fe7a9-b2c4-4fd8-831f-6dc47d2024e1
When your customer clicks this link, the payment will already be filled with:
1. Your beneficiary wallet ID
2. Currency
3. Reference / Invoice Number
4. Payment Amount
5. Customer details (name, email, country)
Example (payer’s view when clicking the link with parameters)
Parameter | Description | Value | Required/Optional |
| Recipient's wallet unique ID | Already included in your copied wallet payment link from the GetPaid page | Required |
| 3-letter currency code | USD, EUR, SGD | Optional |
| Payment category |
| Optional |
| Transaction reference (max 100 chars) | 231-1234567 | Optional |
| Payment amount (no commas) | 1000.50 | Optional |
| Payer’s first name | John | Optional (Fill this out only if the payment is intended for a specific guest payer.) |
| Payer’s last name | Doe | Optional (Fill this out only if the payment is intended for a specific guest payer.) |
| Payer’s country | Singapore | Optional (Fill this out only if the payment is intended for a specific guest payer.) |
| Payer’s email (valid format) | Optional (Fill this out only if the payment is intended for a specific guest payer.) |
NOTE:
1. Only fill the parameters you need; missing parameters will be ignored (Fields will remain blank)
2. Even with prefilled data, the payer/recipient can still edit fields before submitting.
3. This works without any API integration.
Checklist
The correct amount
The invoice reference number
Your beneficiary info
Optional customer details
We hope you find this article useful!Note: Images shown here are for illustrative purposes only.
CargoAi reserves the right to change the actual screen layout without prior notice!