Last updated: November 21, 2023
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Last updated: November 21, 2023
Below, learn about the ways that you can edit a subscription, including:
Please note: this article is not about editing your account's HubSpot subscription. Learn how to manage the products included in your HubSpot subscription.
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:
When editing a subscription, view the limitations below.
To edit a subscription:
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. [update this note]
Once your changes are saved, the following will happen:
Keep in mind the following when editing 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:
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.
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:
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.
A subscription can only be associated with one contact a time. However, if you need to update the contact associated with a subscription, you can do so from the subscription side panel. For example, during the lifetime of a contract you may need to update the main point of contact if the original buyer has moved to a different company.
To update the contact associated with a subscription:
Updating the associated contact will result in the following:
When updating a subscription's line items or next payment due date, you can enable prorating to automatically collect or refund the prorated amount accordingly. This results in you and your buyers seeing their billing changes reflected immediately, rather than having to wait for the next billing cycle.
When applying prorating to the changes you've made to a subscription's due date:
When applying prorating to the changes you've made to a subscription's line items:
After making your changes, the charge or refund will appear in the History section of the payment record.