View and manage subscriptions billed in HubSpot

View and manage subscriptions billed in HubSpot after they've been set up and created. Learn how subscriptions in HubSpot work.

After creating subscriptions, filter, edit, cancel, or delete them, and use them in other tools.

View subscriptions

View subscriptions on the index page or on associated CRM records. Each subscription will have one of the following statuses:

• Active: all scheduled payments have been processed and the subscription will continue to bill based on its schedule.
• Unpaid: the scheduled payment for the current billing cycle failed. An email will be sent to the customer requesting that they update their payment information. Learn more about addressing failed subscription payments.
• Canceled: the subscription has been canceled before the term. Customers won't be charged for canceled subscriptions.
• Expired: the customer has been charged per the initial billing term and no further charges are expected. Customers won't be charged for expired subscriptions.
• Scheduled: the subscription's billing has been delayed to start in the future, as shown in the Start date property.
• Paused: the subscription has been paused. Paused subscriptions can be resumed.

View subscriptions on the index page

Use the subscription index page to view all subscriptions and create and use saved views to filter subscriptions by specific criteria.

1. In your HubSpot account, navigate to Commerce > Subscriptions.
2. All subscriptions will display. The subscriptions index page also includes two default views, which you can access by clicking the Unpaid and Scheduled tabs at the top. These views filter subscriptions based on the Status property. Learn more about subscription statuses.
3. To edit the columns that appear in the table, click Edit columns in the upper right of the table.
4. To filter the index page, click the Status and Next billing date dropdown menus, or click advancedFilters Advanced filters at the top of the table.
   
   
   
   • In the right panel, search for and select the property you want to filter by, then set the filter criteria.
   • To select another property to add to the filter, click + Add filter.
   • To filter by the property you've selected, or another filter, under OR, click + Add filter group.
   • Click the X in the upper right of the panel when you've set up your filters.
5. To save a view for future use, click the Save icon at the upper right of the table.
6. To preview the subscription details, hover over the subscription and click Preview. View the details in the right panel.
7. To view the subscription record, click the subscription name. The subscription record will open. Learn more about record page layouts.

View subscriptions on associated CRM records

To view a subscription from one of its associated records (for example, a contact, company, or invoice):

1. Navigate to your records. For example:
   • In your HubSpot account, navigate to CRM > Contacts.
   • In your HubSpot account, navigate to CRM > Companies.
   • In your HubSpot account, navigate to Commerce > Invoices.
2. Click the name of the record associated with the subscription.
3. In the right sidebar, navigate to the Subscriptions card to view the subscription status and start date. If the Subscriptions card isn't appearing on your record by default, you can manually add the card to your HubSpot record. 
4. For more information, hover over the subscription and click Preview.

5. In the right panel, review the subscription details. Learn more about managing subscriptions (for example, editing, canceling, or deleting subscriptions).

Manage subscriptions

Edit subscriptions

Edit a subscription to update an existing subscription, such as its associated contact, billing address, line items, next payment due date, and payment method.

Learn more about editing subscriptions.

Update the payment method used for a subscription

The payment method of a subscription can be updated either by sending the customer an email with a link to update their payment method, or through an automated email if payment fails.

When a payment method is updated, all past-due subscription balances will be charged to the payment method automatically. The payment method can be updated only for subscriptions where payment collection is automated. For example, if a subscription is set up to automatically bill a customer, but payment isn't automatically collected as part of the billing subscription, it won't be possible to update the payment method for the subscription.

Send the customer a link to update their payment method

1. In your HubSpot account, navigate to Commerce > Subscriptions.
2. Hover over a subscription and click Preview.
3. In the right panel, click Actions in the upper right, then select Update payment method.
   
   
   
4. In the dialog box, review the content and 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:
   
   
   
5. When the customer clicks Update payment method in the email, they'll be brought to a page to review their subscription and enter a new payment method.
   
   
   
6. A confirmation page will confirm the update. The new payment method will be used for all future auto-payments of the subscription.
   
   
   

Update payment method for failed payments

If a customer's payment method fails when completing a payment for a subscription, retries will be automatically attempted based on a set schedule. You can also manually try to take the payment again. HubSpot will also send the customer an email with a link to update their payment method.

The payment method update request uses tool-defined payment methods from the associated checkout (e.g., invoice, payment link, or quote). For example, if the invoice only allows ACH bank debit, the customer can only pay with ACH bank debit.

In the email sent to the customer after a payment fails, they can click Update payment method.

Cancel subscriptions

After canceling a subscription, it'll 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 bank debit payment, such as ACH, the pending payment will not be automatically canceled and refunded. You should issue a refund for the pending payment.

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.

Please note: if you don't have a refund policy, consider canceling closer to the billing date.

To cancel a subscription:

1. In your HubSpot account, navigate to Commerce > Subscriptions.

2. Hover over a subscription and click Preview.
3. In the right panel:
   • In the upper right, click Actions, then select Cancel subscription.
   • In the dialog box, click Cancel subscription.
4. The customer will receive a subscription cancellation email.

Delete subscriptions

Canceled or expired subscriptions can be deleted. Once a subscription is deleted, it can't be restored. To retain a copy of your subscriptions, it's recommended to export your subscriptions before deleting them.

To delete a subscription:

1. In your HubSpot account, navigate to Commerce > Subscriptions.
2. Hover over a subscription and click Preview.
3. In the right panel:
   • In the upper right, click Actions, then select Delete subscription.
   • In the dialog box, click Delete subscription.

Export subscriptions

1. In your HubSpot account, navigate to Commerce > Subscriptions.
2. To export a CSV, XLS, or XLSX file of your subscriptions, click Export in the upper right of the table.
3. In the dialog box:

• • In the Export name field, enter an export name.
  • Click the File format dropdown menu, and select a format.
  • Click the Language of column headers dropdown menu and select a language.
  • Click to expand the Customize section to customize the export further:
    • Under Properties included in export select which properties to include in the export.
    • Under Associations included in export, select the Include associated record name checkbox to include associated record names (e.g., the invoice name).
    • Under Associations included in export, select whether to include up to 1,000 associated records, or all associated records.
  • Click Export.

Learn more about exporting records.

Use subscription data across HubSpot

Use subscription properties in other tools, such as workflows and segments, to automate and organize subscription data across HubSpot.

Re-engage canceled subscribers

Create a segment for subscriptions that are canceled. Use the segment in a re-nurture campaign.

1. Create a segment, and select the Subscriptions object when creating the segment.
2. Add the following filters:
   • Status is any of Canceled, Expired.
   • Churn date is less than 60 days ago.
     
     
     
3. Use the segment in a workflow to re-nurture the former subscriber, using your preferred marketing channels (e.g., email, social, SMS).

Upsell based on subscription tier

Create a segment to upsell existing customers on a subscription tier.

1. Create a custom property to store subscription tier information. For example, if your subscription tiers were Basic, Professional, and Enterprise, create a property with a Dropdown select field type with each tier option.
2. Create a segment, and select the Subscriptions object when creating the segment.
3. Add the following filters:
   • Subscription tier is Basic.
   • Status is any of Active.
     
     
     
4. Use the segment in a workflow to enroll subscribers in an upsell sequence.

Next steps

• Learn how to manage invoices (for example, invoices associated with a subscription.
• Learn how to manage payments (for example, payments made against a subscription).