Edit subscriptions billed in HubSpot

Below, learn about the ways that you can edit a subscription, including:

• Editing a subscription's line items, including price, quantity, and discounts
• Editing a subscription's next payment due date
• Updating the payment method used for a subscription

Edit a subscription's line items

Whether your customer wants to upgrade or downgrade their subscription, there may be times when you want to change a subscription's details without having to cancel it. In HubSpot, you can edit any active or scheduled subscription from within the subscription side panel. 

For example, you can:

• change the price of existing line items.
• add a new line item that the buyer agreed to subscribe to.
• remove an existing line item that the buyer doesn't want to subscriber to anymore.
• increase or decrease the line item quantities a buyer originally subscribed to.
• add or remove line item discounts.

Any changes that you make will be applied during the next billing cycle and continue through the duration of the subscription's term length, or until cancelled or edited again. When editing a subscription, view the limitations below.

To edit a subscription:

• In your HubSpot account, navigate to a contact, company, deal, or payment record that has an associated subscription:
  • In your HubSpot account, navigate to Contacts > Contacts.
  • In your HubSpot account, navigate to Contacts > Companies.
  • In your HubSpot account, navigate to Sales > Deals.
  • In your HubSpot account, navigate to Sales > Payments > Payments.
• Click the name of the contact, company, deal, or record. Or, from the payments dashboard, click the payment amount that's associated with the subscription.
• In the Subscriptions section of the record, hover over the subscription, then click Preview to open the subscription side panel.

• In the right panel, click Actions in the upper right. Then, select Edit subscription.
• In the subscription editor, update the subscription:
  • To add new line items, click Add line item in the upper right, then select Select from product library (Professional or Enterprise only) or Create custom line item. In the right sidebar, set up the line item details, then click Save.

Please note: any newly added line items will be billed based on the frequency already set in the subscription. For example, if a subscription recurs monthly, any line items that you add will be billed monthly. This also applies to adding products from your product library that are set to a different frequency. New line items will also be billed for the remaining term length of the subscription.

• • To remove a line item, hover over the line item, then click Actions and select Delete.
  • To edit a line item's price, quantity, or discount, use the columns in the line item editor.
  • To edit a line item's name, SKU, description, or unit cost, click the line item's name. In the right panel, edit the line item's details, then click Save.

• After making your changes, click Save in the bottom left to save your changes. Changes will be applied to the subscription during the next billing cycle.
• In the dialog box, enter any internal notes that you want to leave. These notes will be added to the associated deal, contact, and companies timelines. You can also access these notes in other tools such as lists, workflows, and reports through the Last modification reason property. When you're done, click Update subscription.

Once your changes are saved, the following will happen:

• An email will be sent to the contact associated with the subscription to notify them of the changes. The email will appear similar to the following example:

• In HubSpot, the subscription record will also update to show the changes:
  • Under the Last modified on date, the record will note that there are edits to the subscription that will be applied after the next payment.
    
    
  • The Line items section will show any changes that you've made to the line items. You can click See current billing cycle to view what your buyer is currently paying for. 
    
    
  • Once the changes take effect during the next billing cycle, the Monthly recurring revenue and Annual recurring revenue properties will also update to match the changes.

Limitations

Keep in mind the following when editing a subscription:

• You can only edit subscriptions with a status of Active or Scheduled.
• You can't edit a subscription within two days of its next payment due date so that buyers have adequate notification before the next payment date. 
• The payment amount will not be prorated based on the changes. All saved changes will be applied to the following billing cycle without impacting the current cycle.
• You can make as many changes as needed before the next billing cycle. The next payment of the subscription will be collected based on the last successfully saved change.

Update the payment method used for a subscription

If a customer needs to update the payment method used for a subscription, you can manually send them a link to update the payment method on their end. 

To send a customer a payment method update link:

• In your HubSpot account, navigate to a contact, company, deal, or payment record that has an associated subscription:
  • In your HubSpot account, navigate to Contacts > Contacts.
  • In your HubSpot account, navigate to Contacts > Companies.
  • In your HubSpot account, navigate to Sales > Deals.
  • In your HubSpot account, navigate to Sales > Payments > Payments.
• Click the name of the contact, company, deal, or record. Or, from the payments dashboard, click the payment amount that's associated with the subscription.

• In the right sidebar, on the Subscriptions card, hover over a subscription and click Preview to open the subscription side panel.
  
  
• In the top right corner, click the Actions dropdown menu and select Update payment method.

• In the dialog box, review the content then click Send link. The link will be sent to the subscription's associated contact's email address. The customer will receive the link in an email similar to the one below:

When the buyer clicks Update payment method in the email, they'll be taken to a checkout page where they can review their subscription and enter a new payment method. Once updated, the new payment method will be used for all future auto-payments of the subscription.

Edit the next payment due date of a subscription

You can update a subscription's next payment due date from the subscription record, giving you and your buyers more flexibility for upcoming payments. After rescheduling the next due date, the contact associated with the payment will receive a confirmation email and the subscription record will reflect the new billing cycle in the Next payment due date and End date properties.

Please note: not all subscriptions are eligible for next payment due date updates. See the limitations section below for more details.

To edit the next payment due date of a subscription:

• In your HubSpot account, navigate to a contact, company, deal, or payment record that has an associated subscription:
  • In your HubSpot account, navigate to Contacts > Contacts.
  • In your HubSpot account, navigate to Contacts > Companies.
  • In your HubSpot account, navigate to Sales > Deals.
  • In your HubSpot account, navigate to Sales > Payments.
• Click the name of the contact, company, deal, or record. Or, from the payments dashboard, click the payment amount that's associated with the subscription.
• In the right sidebar, hover over the subscription, then click Preview.

• In the right panel, click Actions in the upper right. Then, select Edit next payment date.
  
  
  
  
• Use the date picker to select the next payment date, then click Update.
  
  
  
  

With the next payment due date updated, HubSpot will send the buyer an email confirming the new next payment date.

The subscription record will also reflect the new billing cycle in the Next payment due date and End date properties, and a Last modified date will be added to indicate the date when the payment date was updated.

Limitations

• You can only reschedule the next payment due date for subscriptions with a status of active or scheduled. Learn how to schedule recurring payments on payment links and quotes.
• You can't reschedule a subscription's next payment due date if one or more payments for the subscriptions are processing. 
• You can't change the payment date on the same day as the next scheduled payment date.
• The new payment date cannot fall within three days from the last collected payment so that buyers aren't charged in succession.
• The new payment date cannot fall within two days from the current date so that buyers have adequate notification before next payment.
• The payment amount will not be prorated when the payment date is adjusted.