Set up the HubSpot subscriptions tool

Using HubSpot subscriptions you can automate subscription management and recurring billing, and get paid using Stripe payment processing or HubSpot payments.

Use subscriptions to automate recurring payments with your customers or send recurring invoices requesting payment.

Below, learn how to set up subscriptions. Before you begin, make sure the user who needs to update any of the following settings has Super Admin permissions.

Setup

Use the Setup settings to set up subscription properties, permissions, and invoice creation in relation to subscriptions.

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Objects > Subscriptions.
• Click Manage subscription properties to view, create, and edit subscription properties.
• Click Manage users & teams settings to set permissions for who can view and edit subscriptions.
• To allow users to decide whether invoices should be created for a subscription during the subscription creation process, toggle the Display option to turn off invoices inside the subscription tool switch on, then click Save. 

Default settings

Use Default settings settings to manage payment and invoice settings.

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Objects > Subscriptions.
• Click on the Default settings tab.
• To exclude a checkout link on subscriptions, toggle the Accept online payments switch off, then click Save. Leaving the option on allows the collection of payments via credit or debit card, or bank debits.

Please note: to accept online payments, your account must have HubSpot payments or Stripe set up as a payment processing option.

• Click Manage invoice comments to edit the default comments added to invoices.
• To stop invoices being emailed to customers automatically on their billing date, clear the Automatically email invoices to the customer on each billing date checkbox, then click Save. The invoices will still be created, but not emailed.
• Click Manage invoice tax IDs to configure the tax ID's for invoices.

Next Steps

After setting up the HubSpot invoices tool, learn how to:

• Set up subscriptions for recurring billing and payments
• Set up subscription-based workflows (Professional and Enterprise only) to automate invoice processes.
• Build custom reports with HubSpot's custom report builder (Professional and Enterprise only).