Set up the HubSpot subscriptions tool

Use HubSpot subscriptions to manage your customers' subscriptions. Automate payments with Stripe payment processing or HubSpot payments, and manage recurring billing with automated invoices.

Set up

Set up subscription properties, permissions, and subscription invoice creation.

Please note: to customize how a subscription invoice is displayed to customers, update your invoice settings.

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Objects > Subscriptions.
3. Click Manage subscription properties to view, create, or edit subscription properties.
4. Click Manage users & teams settings to set permissions for who can view and edit subscriptions.
5. To allow users the option to create invoices when creating a subscription, under Invoice creation, toggle the Display option to turn off invoices inside the create subscription tool switch on, then click Save. If this option turned off, invoices will always be created for a subscription and users won't be able to turn invoice creation off. This option is typically turned on if you want to record subscriptions managed outside of HubSpot.

Please note: you can't edit subscriptions that have automated invoice creation turned off. In these cases, the subscription will be created and can be managed as a CRM object. For example, you could update the subscription details manually, associate it with other objects, and delete it. Use this option for subscriptions managed outside of HubSpot.

Default settings

Manage default payment and invoice settings for subscriptions, and custom subscription properties.

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Objects > Subscriptions.
3. At the top, click the Default settings tab.
4. If the display option to turn off invoices setting has been turned on, under Invoice creation, click the dropdown menu and select a default option for users. Users will still be able to make the choice when creating subscriptions, but this will be the default option.
5. To exclude a checkout link on subscriptions, toggle the Accept online payments switch off, then click Save. If this option is left on, subscriptions can collect payments via credit and debit card, or bank debit methods (e.g., ACH).

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

6. Click Manage billing & shipping information to set payment and address preferences in your checkout settings.
7. Under Advanced settings:
   • Click Customize default preset for invoices to customize invoice presets.
   • To stop invoices from being emailed 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 segments or filtering the subscriptions index page). To add or remove custom properties:
     • 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 externalLink to set up a new custom subscription 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 it for a different property.
     • To remove a property, click the delete delete 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.

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

Notifications

Configure the email notifications customers receive. To set up subscription notifications:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Objects > Subscriptions.
3. At the top, click the Notifications tab.
4. Set your notification preferences:
   • Toggle the Canceled 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 customer before their next payment. You can also use workflows to send notifications for an upcoming subscription payment.
     
     

     

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

   • Toggle the Allow buyers to cancel a subscription switch on to give buyers an option to cancel their subscription from their subscription payment receipt.
   • Toggle the Consent to automatic payments at checkout switch on to add an automatic payment consent checkbox at checkout to support click-to-cancel rules and other automatic payments laws. Applies to subscriptions with automatic payment collection.
5. Click Save.

Import existing subscriptions

Learn more about importing existing subscriptions.

Next Steps

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

• Create subscriptions.
• Manage subscriptions.
• Manage invoices.
• 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).