View and manage subscriptions billed in HubSpot

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

View subscriptions

Check the status and view the details of a subscription.

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. The subscriptions index page 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. Use the Status and Next billing date dropdown menus to quickly filter all subscriptions by those attributes.
4. To filter the index page by other filters, 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 view the subscription details, click the subscription name. View the details in the right panel. Learn how to manage subscriptions (for example, edit, cancel, or delete subscriptions). 

Learn more about viewing and filtering records on the index page.

View subscriptions on associated CRM records

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

1. Navigate to your records.
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 you can't see the Subscriptions card, learn how to add it.
4. For more information, hover over the subscription and click Preview.

5. In the right panel, review the subscription details. Learn how to manage subscriptions (for example, edit, cancel, or delete 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 how to edit subscriptions.

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. 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. Click the name of the subscription.
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. Subscription deletion is permanent and can't be undone. To get a copy of subscriptions before deleting, export your subscription data.

To delete a subscription:

1. In your HubSpot account, navigate to Commerce > Subscriptions.
2. Click the name of the subscription.
3. In the right panel:
   • In the upper right, click Actions, then select Delete subscription.
   • In the dialog box, click Delete subscription.

Filter and export subscriptions

1. To export a CSV, XLS, or XLSX file of your subscriptions, click Export in the upper right of the table.
2. 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.

Subscription 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 how to address 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.

Use subscription data in other HubSpot tools

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 email campaign.

1. Create a segment, selecting 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, selecting the Subscriptions object when creating.
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.
• Learn how to manage payments.