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.

Default settings

Use Default settings settings to manage payment settings, invoice settings and custom subscription properties.

• 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 billing & shipping information to set payment and address preferences in checkout settings.
• 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.
• You can choose to add custom properties for subscriptions, to allow for improved filtering and segmentation (e.g., for filtering lists or filtering the subscriptions index page). To add or remove custom properties:

Please note: custom properties won't display on any invoices automatically created from a subscription.

• • Click Set default subscription custom fields.

• • In the right panel, under Edit default custom fields, click add Add custom field.
    • You can select existing custom invoice properties from the list, search for the custom property you'd like to use, or, click Create new subscription property to set up a new custom invoice property.

• • • To add an additional field, click add Add custom field and select another subscription property.
    • Once added, you can click the dropdown menu to change to a different property.

• • • To remove a property, click the delete deletr edelete icon.
  • When you are done, click Save.
• To allow users to edit the field when creating an invoice, select the Allow users to override default subscription custom fields checkbox, then click Save in the bottom left corner.

Notifications

Use Notifications settings to to control the email communications customers receive. To set up subscription notifications:

• 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 Notifications tab.
• Set your notification preferences:
  • Toggle the Canceled subscriptions switch off to stop emailing customers when their subscription has been canceled.
  • Toggle the Changed switch off to stop emailing customers when their subscription has changed.

• • Toggle the Billing date changed switch off to stop emailing customers when their subscription billing date has changed.
  • Toggle the Paused switch off to stop emailing customers when their subscription is paused.
  • Toggle the Payment failed switch off to stop emailing customers a link to update their subscription payment method, when their subscription payment fails.
  • Toggle the Upcoming payment reminder switch on to email customers a reminder 14 days before a recurring payment. When turned on, 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.
    
    

    

Please note: for subscriptions that collect payment through SEPA direct debit, the upcoming payment reminder is automatically sent two days prior to the bill date for compliance purposes.

• Click Save.

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).