Releases and Updates

by: HubSpot製品開発チーム

[Live] Schedule Subscription on a delay from checkout

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What is it?

You can now configure recurring products & services to start billing on a delay from the checkout date. Delays can be defined in days or months when new payment links or quotes are created or existing ones are edited.


Additionally, you can sell recurring line items that are on different start dates, along with different billing frequencies and term lengths.


How does it work?

When creating a quote or a payment link, you can configure the "billing start date" for recurring line items by adding a delay from checkout. Delay can be set up in days or months from the checkout.


If used on a quote, the published quote will have a new "Future charges" section to inform buyers about the dates when they will be charged.


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When the buyer proceeds to checkout on such a quote or a payment link, they will transparently see the amount to be paid today & future charges they are consenting to. The future charges will be completed automatically using the card/ bank info provided at the time of checkout.


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The start dates and billing details will also be added to the notification sent to you and to your buyer's receipt.


In HubSpot CRM, the newly created subscription records with future start dates will have a new status called "Scheduled" and they will start billing as per the configured date. These scheduled subscriptions will be associated to the buyer contact, the deal & the company records (if available).


Configuration supported:

  • Add at least one billable product that will be charged on the initial checkout session

Who gets it?

CMS Enterprise, CMS Pro, CMS Starter, Marketing Enterprise, Marketing Pro, Marketing Starter, Ops Enterprise, Ops Pro, Ops Starter, Sales Enterprise, Sales Pro, Sales Starter, Service Enterprise, Service Pro, Service Starter