HubSpot's payments and subscriptions properties

When a buyer makes a payment, HubSpot stores details about the payment in specific properties. If a subscription record is created, HubSpot will also store details about it.

This article lists the payment and subscription properties available in HubSpot. To manage payments and use the subscriptions tool:

• Learn how to manage payments.
• Learn how to set up the subscriptions tool.
• Learn how to create subscriptions to collect regular payments from buyers.
• Learn how to manage subscriptions billed in HubSpot.

Payment properties

You can use payment properties in segments, workflows, and custom reports.

• Amount paid: the total amount collected from the customer after refunds.
• Amount paid in company currency: the total amount collected from the customer after refunds, in the account company currency.
• Associated records: other records the payment is associated with. For example, a payment could be associated with a subscription.
• Bank or issuer: the name of the bank or card issuer that the buyer used to make a payment.
• Billing address: the buyer's billing address, city, state, zip code, and country.
• Billing address city: the buyer's billing city.
• Billing address country: the buyer's billing country.
• Billing address line 1: the first line of the buyer's billing address.
• Billing address line 2: the second line of the buyer's billing address. This is an optional field.
• Billing address state: the buyer's billing state. 
• Billing address zip: the buyer's billing zip code. 
• Created by user ID: the user who created the payment, set automatically by HubSpot.
• Currency code: the currency code for the payment.
• Customer: the email address of the buyer who made the payment.
• Dispute create date: the date a payment dispute was created.
• Dispute amount: the amount being disputed for a payment dispute.
• Dispute deadline: the deadline for a payment dispute decision.
• Dispute reason: the reason for a payment dispute.
• Disputed (action required): a payment dispute has been opened and needs to be countered or accepted.
• Disputed (awaiting decision): a payment dispute has been countered and is awaiting the bank's decision.
• Disputed (won): the bank ruled in the merchant's favor for a payment dispute.
• Disputed (lost): the bank ruled in the buyer's favor for a payment dispute.
• Gross amount: the total amount the customer was charged.
• Gross amount in company currency: the total amount the customer was charged in the account company currency.
• Internal comment: an internal note or comment made by a user when a payment is made from an invoice.
• Last four digits: the last four digits of the bank account or card used to pay.
• Line item discount amount: the line item discount amount.
• Line item discount amount in company currency: the line item discount amount in the account company currency.
• Max refundable amount in company currency: the maximum amount that can be refunded in the account company currency.
• Net amount: the total amount collected after fees and refunds. It's possible for this amount to be negative if you refund the payment, as fees aren't returned. 
• Net amount in company currency: the total amount collected after fees and refunds, in the account's company currency. It's possible for this amount to be negative if you refund the payment, since fees aren't returned.
• Net amount in settlement currency: the total amount collected after fees in the settlement currency.
• Object ID: the unique HubSpot record ID generated for each payment, automatically set by HubSpot. This value can't be modified.
• Object create date/time: the date and time at which this record was created, automatically set by HubSpot. This can't be modified.
• Object last modified date/time: most recent timestamp of any property update for this record, including HubSpot internal properties, which can be visible or hidden. This property is updated automatically.
• Order discount amount: the discount amount on the total order.
• Order discount amount in company currency: the discount amount on the total order, in the account company currency.
• Order discount code: the discount code used on the order.
• Order discount percentage: the discount percentage on the order.
• Owner: the HubSpot owner of the payment record.
• Owner assigned date: the most recent timestamp of when an owner was assigned to the payment, automatically by HubSpot.
• Owner's main team: the main team of the owner of the payment, automatically by HubSpot.
• Payment ID: the unique payment ID generated for your billing records and receipts, automatically set by HubSpot. This can't be modified.
• Payment date: the date the customer submitted the payment, or was charged by HubSpot for a recurring payment.
• Payment method: the method of payment (e.g., credit card, ACH).
• Payment source name: the object or tool that created the payment.
• Payment type: the line item types on the payment, either one-time or recurring.
• Platform fee: the total fees charged for the payment. View account rates in the payments account settings overview.
• Platform fee in company currency: the total fees charged for the payment in the account company currency. View account rates in the payments account settings overview.
• Platform fee in settlement currency: the total fees charged for the payment in the settlement currency. View account rates in the payments account settings overview.
• Processing fees: the total amount charged to process the payment. View account rates in the payments account settings overview.
• Processing fees amount in company currency: the total amount charged to process the payment in the account company currency. View account rates in the payments account settings overview.
• Processing fees amount in settlement currency: the total amount charged to process the payment in the settlement currency. View account rates in the payments account settings overview.
• Processor: the payment processing option used to collect payment.
• Record Source: how the record was created.
• Record Source Detail 1: first level of detail on how the record was created.
• Record Source Detail 2: second level of detail on how the record was created.
• Record Source Detail 3: third level of detail on how the record was created.
• Reference number: the reference number associated with the external payment.
• Refunded: the total amount refunded to the customer.
• Refunded amount in company currency: the total amount refunded to the customer in the account company currency.
• Settlement currency code: the settlement currency code.
• Shipping address: the street address, city, state, zip code, and country where the buyer will receive the goods they purchased. 
• Shipping address city: the city where the buyer will receive the goods they purchased. 
• Shipping address country: the country where the buyer will receive the goods they purchased. 
• Shipping address line 1: the street address where the buyer will receive the goods they purchased. 
• Shipping address line 2: the apartment, unit number, or building where the buyer will receive the goods they purchased. This is an optional field. 
• Shipping address state: the state where the buyer will receive the goods they purchased. 
• Shipping address zip: the zip code where the buyer will receive the goods they purchased. 
• Source: the object, tool, or integration that created the payment.
• Source ID: the unique ID for the object, tool, or integration that created the payment.
• Source URL: the URL for the object, tool, or integration that created the payment.
• Status: the status of the payment. Possible status values: 
  • Processing: payment is being processed. Learn more about payment processing times. Once the payment is processed, the status will change to Succeeded or Failed.
  • Succeeded: payment was successfully collected from the buyer.
  • Failed: buyer's payment method failed. This status only applies to payments made via bank debit (e.g., ACH), or subscription payments.
  • Partially refunded: the payment was refunded for an amount less than originally paid.
  • Refunded: the total amount of the original payment was refunded.
  • Processing refund: a refund request has been submitted. 
• Status updated on: the last time the status of the payment was updated.
• Total discount amount: total discounts applied to a payment, including line-item and order discounts.
• Total discount amount in company currency: total discounts applied to a payment, including line-item and order discounts, in the account company currency.
• Total Fees: total line item fees applied to a payment. Property is only available in reporting and won't appear on payment records.
• Total fees in company currency: total line item fees applied to a payment in the account company currency. Property is only available in reporting and won't appear on payment records.
• Total Taxes: total taxes applied to a payment.
• Total taxes in company currency: total taxes applied to a payment, in the account company currency.
• Updated by user ID: the user who last updated the payment, automatically set by HubSpot.

Subscription properties

You can use subscription properties in segments, workflows, and custom reports.

• Annual recurring revenue: the annual recurring revenue of the subscription.
• Annual recurring revenue in company currency: the annual recurring revenue of the subscription, in the account company currency.
• Associated records: records the subscription is associated with. For example, a subscription could be associated with a payment.
• Churn date: when the subscription status has changed to Inactive or Unpaid.
• Collection process: the payment collection process for the subscription (e.g., automatic, manual).
• Contact email: the email address of the contact associated with the subscription. This is the primary email address used for subscription related emails.
• Created by user ID: the user who created the subscription, automatically set by HubSpot.
• Currency code: the currency code of the subscription.
• End date: the date the subscription will end.
• Last modification reason: reason for the last subscription modification.
• Last payment amount: the most recent charge for the subscription.
• Last Payment Date: the date the last payment was processed for the subscription.
• Merged record IDs: the list of record IDs that have been merged into this record, automatically set by HubSpot. This can't be changed.
• Monthly recurring revenue: the monthly recurring revenue of the subscription.
• Monthly recurring revenue in company currency: the monthly recurring revenue of the subscription, in the account company currency.
• Name: the name of the subscription.
• Net payment terms: the agreed time frame, usually in days (e.g., net 30), for the customer to pay subscription invoices.
• Next billing date: the next billing date when the subscription will be invoiced. If the Collection process value is automatic_payments, the subscription will be automatically charged. If the collection method value is manual_payments, an invoice will be created.
• Next payment amount: the value to be processed on the next payment date. If next payment date is null, the property is set to empty.
• Number of completed payments: the number of payments that have been processed for the subscription.
• Number of expected payments: the number of total payments expected for the subscription, based on the subscription End date.
• Object create date/time: the date and time the subscription record was created, automatically set by HubSpot. This can't be changed.
• Owner: the owner of the subscription.
• Owner assigned date: timestamp of when an owner was assigned to the subscription, automatically set by HubSpot.
• Owner's main team: the main team of the owner of the subscription, automatically set by HubSpot.
• Payment method: the payment method for the subscription (e.g., credit card, ACH).
• Payment source: the object or tool that created the subscription.
• Payment source ID: the unique ID for the object or tool that created the subscription, automatically set by HubSpot. This can't be changed.
• Processor: the payment processing option used to collect subscription payments.
• Recipient company city: the city of the recipient's company or organization.
• Recipient company postal code: the postal or zip code of the recipient's company or organization.
• Recipient company state/region: the state or region of the recipient's company or organization.
• Recipient company street address: the address of the recipient's company or organization.
• Recipient company street address 2: the second line of the address of the recipient's company or organization.
• Record ID: the unique ID for this record, automatically set by HubSpot.
• Record Source: how the record was created.
• Record Source Detail 1: first level of detail on how the record was created.
• Record Source Detail 2: second level of detail on how the record was created.
• Record Source Detail 3: third level of detail on how the record was created.
• Recurring billing frequency: how often the customer is billed for the subscription.
• Start date: the date the subscription is scheduled to start, which is the day of the first payment. 
• Status: the status of the subscription. The subscription status can be Active, Past due, Unpaid, Canceled, Scheduled, or Expired. Learn more about subscription statues.
• Subscription modified on: the timestamp in epoch milliseconds of when a subscription was last changed.
• Total collected amount: total amount collected from the subscription in the currency of the subscription. 
• Total Remaining Amount: total amount remaining to be collected for subscriptions with a fixed number of payments, in the currency of the subscription.
• Update payment method link: link to update the payment method on the subscription.
• Updated by user ID: the user who last updated the subscription, automatically set by HubSpot.