Last updated: September 21, 2023
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Last updated: September 21, 2023
When you configure a payment link or quote to collect recurring payments using HubSpot payments, HubSpot tracks these recurring payments through a subscription record in the CRM. And because HubSpot automatically bills the buyer based on the schedule you set in the payment link or quote, you don't need to create separate payment links to collect regular payments.
In this article, learn about:
When a buyer uses a payment link or quote to purchase a line item with a regular billing frequency (also known as a recurring line item), HubSpot creates a subscription to automatically charge the buyer at the specified frequency. This means that you don't need to create multiple payment links to charge a buyer for products or services that renew regularly.
When a buyer purchases a recurring line item, the following happens:
|Buyer receipt||Merchant receipt|
Please note: HubSpot will not create subscription records for recurring line items when Stripe is the selected payment method.
You can view subscriptions either from the subscription index page or from a subscription's associated contact, company, deal, and payment records. From either place, you can check the status of a subscription, edit the susbcription, or send the buyer a link to update their payment method.
Use the subscription index page to view all subscriptions, create and use saved views to filter subscriptions by specific criteria. To view the index page, navigate to Sales > Payments > Subscriptions.
Learn more about viewing and filter records on the index page.
To view a subscription from one of its associated records:
Below, learn more about what each subscription means:
If you need to update an existing subscription, such as its line items, next payment due date, payment method, and associated contact:
Alternatively, you can access the subscription side panel from any of its associated CRM records.
If a buyer asks to cancel their subscription, you can cancel the subscription via the subscription record in HubSpot. The subscription will be canceled immediately and the customer will no longer be charged. You can wait to cancel until the end of the billing term, or cancel the subscription and issue a refund for the unused service days. If you cancel a subscription that has a pending ACH payment, the pending payment will not be automatically canceled and refunded, so you will also need to issue a refund for that pending payment.
Please note: if you don't have a refund policy, it is recommended to cancel closer to the billing date.
The customer will receive a subscription cancellation email.
Alternatively, you can
access the subscription side panel from any of its associated CRM records.
If you canceled the subscription before the end of the billing term, learn how to issue a refund from your payments dashboard. You can also create a subscription-based workflow to send a notification to your team when a customer's next payment is due to remind them to cancel the subscription.
You can send a payment reminder email to your buyers 14 days before their next subscription payment is due.
Moving forward, an email reminder will be sent to a buyer before their next payment. You can also use workflows to send notifications for an upcoming subscription payment.
You can use subscription data in other HubSpot tools, including workflows, lists, and reports.