# \#recurring-payments **URL:** https://community.hubspot.com/tag/recurring-payments/2905.md [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) --- ## [Unable to add a one-time discount in the CPQ tool](https://community.hubspot.com/t/unable-to-add-a-one-time-discount-in-the-cpq-tool/141931)
**Author:** [@a14l](https://community.hubspot.com/u/a14l)\ **Replies:** 4\ **Last updated:** [October 15, 2026, 10:41am UTC](https://community.hubspot.com/t/unable-to-add-a-one-time-discount-in-the-cpq-tool/141931 "2026-10-15T10:41:55Z")
Hi all, I am a new HubSpot user and am trying to add a one-time special discount to a quote. I am unable to do this in the n… --- ## [How UK teams syncing HubSpot invoices and payments into Xero (or QuickBooks) without double-entry?](https://community.hubspot.com/t/how-uk-teams-syncing-hubspot-invoices-and-payments-into-xero-or-quickbooks-without-double-entry/159399)
**Author:** [@Arunbathiniuk](https://community.hubspot.com/u/Arunbathiniuk)\ **Replies:** 5\ **Last updated:** [October 9, 2026, 3:16am UTC](https://community.hubspot.com/t/how-uk-teams-syncing-hubspot-invoices-and-payments-into-xero-or-quickbooks-without-double-entry/159399 "2026-10-09T03:16:27Z")
How UK are you actually keeping HubSpot and your accounting system (Xero / QuickBooks) in sync for invoices and payments? Sin… --- ## [Editing Line Items on HubSpot Mobile](https://community.hubspot.com/t/editing-line-items-on-hubspot-mobile/123033)
**Author:** [@JKoser](https://community.hubspot.com/u/JKoser)\ **Replies:** 1\ **Last updated:** [June 24, 2026, 3:33pm UTC](https://community.hubspot.com/t/editing-line-items-on-hubspot-mobile/123033 "2026-06-24T15:33:14Z")
There should be should be a functionality to edit the unit cost of line items within HubSpot mobile. It’s currently possible to edit the quantiy of a line item in mobile but not the unit cost. My client does not have sta… --- ## [Scheduled Subscriptions - Invoice creation time](https://community.hubspot.com/t/scheduled-subscriptions-invoice-creation-time/148908)
**Author:** [@Lyndroft\_Media](https://community.hubspot.com/u/Lyndroft_Media)\ **Replies:** 4\ **Last updated:** [June 2, 2026, 8:07am UTC](https://community.hubspot.com/t/scheduled-subscriptions-invoice-creation-time/148908 "2026-06-02T08:07:31Z")
Anyone know the specific time that an invoice is created on a scheduled subscription date? And the status from Scheduled to Unpaid for that matter --- ## [Subscription Renewal to Deal Closed Won](https://community.hubspot.com/t/subscription-renewal-to-deal-closed-won/149113)
**Author:** [@KEastman15](https://community.hubspot.com/u/KEastman15)\ **Replies:** 4\ **Last updated:** [May 8, 2026, 3:12pm UTC](https://community.hubspot.com/t/subscription-renewal-to-deal-closed-won/149113 "2026-05-08T15:12:28Z")
I’m building out a deal workflow for a client. They have annual subscriptions. The subscriptions are automatically renewed on the Next Billing Date. I’m creating a Deal about 60 days prior to the Next Billing Date so the… --- ## [Split-payment quote didn’t create future draft invoices, and manual invoice is $0](https://community.hubspot.com/t/split-payment-quote-didn-t-create-future-draft-invoices-and-manual-invoice-is-0/147827)
**Author:** [@v\_consults](https://community.hubspot.com/u/v_consults)\ **Replies:** 6\ **Last updated:** [April 2, 2026, 9:26pm UTC](https://community.hubspot.com/t/split-payment-quote-didn-t-create-future-draft-invoices-and-manual-invoice-is-0/147827 "2026-04-02T21:26:29Z")
Hi, I’m running into an issue with a split-payment quote in HubSpot and want to confirm whether this is expected behavior or a bug. What I set up I created a quote with 3 split payments for a total of $300: Payment 1… --- ## [Anyone has problems with stripe holding funds? Any alternatives or advice?](https://community.hubspot.com/t/anyone-has-problems-with-stripe-holding-funds-any-alternatives-or-advice/109431)
**Author:** [@NSmith67](https://community.hubspot.com/u/NSmith67)\ **Replies:** 3\ **Last updated:** [March 30, 2026, 8:32pm UTC](https://community.hubspot.com/t/anyone-has-problems-with-stripe-holding-funds-any-alternatives-or-advice/109431 "2026-03-30T20:32:49Z")
I am a 3d artist and my field is arch viz. My business revolves around supplying real estate developers and realtors with renders and visuals that would showcase their properties that they are selling. My pricing is subs… --- ## [Subscriptions - upselling](https://community.hubspot.com/t/subscriptions-upselling/144863)
**Author:** [@IClarke1](https://community.hubspot.com/u/IClarke1)\ **Replies:** 8\ **Last updated:** [February 20, 2026, 2:49pm UTC](https://community.hubspot.com/t/subscriptions-upselling/144863 "2026-02-20T14:49:20Z")
We are a software company and are looking to start to use Hubspot Subscriptions. We currently do subscription management manually and think that we can improve our process flows by moving to subscriptions. We use Hubspo… --- ## [Deleting Subscriptions](https://community.hubspot.com/t/deleting-subscriptions/146383)
**Author:** [@LFHardy](https://community.hubspot.com/u/LFHardy)\ **Replies:** 2\ **Last updated:** [February 19, 2026, 9:54am UTC](https://community.hubspot.com/t/deleting-subscriptions/146383 "2026-02-19T09:54:34Z")
Hi, I have 3k subscriptions that need to be deleted from my portal. Is there a way to do this that is not just manually clicking into each one and deleting indivudally? Thanks --- ## [Send Invoices before due date](https://community.hubspot.com/t/send-invoices-before-due-date/135918)
**Author:** [@DRynne](https://community.hubspot.com/u/DRynne)\ **Replies:** 6\ **Last updated:** [February 13, 2026, 4:08pm UTC](https://community.hubspot.com/t/send-invoices-before-due-date/135918 "2026-02-13T16:08:56Z")
Currently with Hubspot subscriptions, it is only possible to generate the invoice on the start date Our company, like many other B2B SaaS companies like to send invoices to our customers in advance of the subscription r… --- ## [The ability to remove a customers credit card details](https://community.hubspot.com/t/the-ability-to-remove-a-customers-credit-card-details/145757)
**Author:** [@SDiGioia](https://community.hubspot.com/u/SDiGioia)\ **Replies:** 1\ **Last updated:** [February 4, 2026, 2:02pm UTC](https://community.hubspot.com/t/the-ability-to-remove-a-customers-credit-card-details/145757 "2026-02-04T14:02:02Z")
Giving Super Admins the ability to remove customers saved credit card details from the CRM. At the moment, we have to raise a ticket with HubSpot Support everytime a customer asks to have their details removed. --- ## [\[Invoices\] HubSpot to Xero Sync](https://community.hubspot.com/t/invoices-hubspot-to-xero-sync/121348)
**Author:** [@HAdams7](https://community.hubspot.com/u/HAdams7)\ **Replies:** 6\ **Last updated:** [January 27, 2026, 11:18am UTC](https://community.hubspot.com/t/invoices-hubspot-to-xero-sync/121348 "2026-01-27T11:18:38Z")
Hello I am finding it hard to come aross information about how to sync or create invoices that are created in HubSpot to Xero. I know that Hubspot does not have the option to do a 2 way sync between HubSpot & Xero for … --- ## [How can I automate an invoice when a quote is signed?](https://community.hubspot.com/t/how-can-i-automate-an-invoice-when-a-quote-is-signed/112651)
**Author:** [@AJarred](https://community.hubspot.com/u/AJarred)\ **Replies:** 3\ **Last updated:** [November 28, 2025, 12:31pm UTC](https://community.hubspot.com/t/how-can-i-automate-an-invoice-when-a-quote-is-signed/112651 "2025-11-28T12:31:48Z")
Hello, I am currently onboarding Hubspot and I now have sales pipelines set up with deals and quotes set up, the next thing I am working on is invoicing. Is there a way to automatically have an invoice created when a q… --- ## [Migrate Your Stripe Subscriptions to HubSpot](https://community.hubspot.com/t/migrate-your-stripe-subscriptions-to-hubspot/127040)
**Author:** [@VictoriaGumaer](https://community.hubspot.com/u/VictoriaGumaer)\ **Replies:** 1\ **Last updated:** [November 28, 2025, 11:03am UTC](https://community.hubspot.com/t/migrate-your-stripe-subscriptions-to-hubspot/127040 "2025-11-28T11:03:06Z")
Hi, community. If you’re using the Stripe Payment Processing integration, I want to bring your attention to a new service we’re offering to help you bring all of your data to the HubSpot platform - Stripe Subscription M… --- ## [Subscriptions with yearly increment](https://community.hubspot.com/t/subscriptions-with-yearly-increment/141290)
**Author:** [@CMarques51](https://community.hubspot.com/u/CMarques51)\ **Replies:** 3\ **Last updated:** [November 11, 2025, 6:44pm UTC](https://community.hubspot.com/t/subscriptions-with-yearly-increment/141290 "2025-11-11T18:44:26Z")
Hi there, We have contracts that run for two, three, or more years, with a yearly cost increase built in. What I’m trying to achieve is this: a deal is created, the product line item is added, a quote is generated, and… --- ## [HubSpot Workflow Help: Streamlining Monthly Invoices for Large Clients](https://community.hubspot.com/t/hubspot-workflow-help-streamlining-monthly-invoices-for-large-clients/109146)
**Author:** [@LPitcher5](https://community.hubspot.com/u/LPitcher5)\ **Replies:** 4\ **Last updated:** [November 3, 2025, 12:04pm UTC](https://community.hubspot.com/t/hubspot-workflow-help-streamlining-monthly-invoices-for-large-clients/109146 "2025-11-03T12:04:23Z")
Looking for advice on setting up an automated monthly invoicing workflow in HubSpot for large clients who cannot use standard auto-pay subscriptions due to our company’s internal invoicing processes. I’m working with a … --- ## [Metered billing in Hubspot](https://community.hubspot.com/t/metered-billing-in-hubspot/140328)
**Author:** [@JPusztay](https://community.hubspot.com/u/JPusztay)\ **Replies:** 4\ **Last updated:** [October 20, 2025, 6:04pm UTC](https://community.hubspot.com/t/metered-billing-in-hubspot/140328 "2025-10-20T18:04:09Z")
Hello community! I am curious how you are handling metered billing via Hubspot. We charge our customers with fixed monthly price + percentage of gross sales revenue per month (tickets sold via our solution). I would lik… --- ## [Cancelling an active subscription via API](https://community.hubspot.com/t/cancelling-an-active-subscription-via-api/134239)
**Author:** [@LisleBuckley](https://community.hubspot.com/u/LisleBuckley)\ **Replies:** 11\ **Last updated:** [October 6, 2025, 5:58pm UTC](https://community.hubspot.com/t/cancelling-an-active-subscription-via-api/134239 "2025-10-06T17:58:12Z")
Hi, Developers! I am running into a logic loop that is preventing me from canceling an active subscription via api. For context here is my current setup: Customer Payment Subscription is created via embedded payment l… --- ## [Looking for Advice on Optimizing Our Order-to-Cash Process in HubSpot & others](https://community.hubspot.com/t/looking-for-advice-on-optimizing-our-order-to-cash-process-in-hubspot-others/139710)
**Author:** [@JBleys](https://community.hubspot.com/u/JBleys)\ **Replies:** 2\ **Last updated:** [September 25, 2025, 7:33am UTC](https://community.hubspot.com/t/looking-for-advice-on-optimizing-our-order-to-cash-process-in-hubspot-others/139710 "2025-09-25T07:33:27Z")
Hi everyone, We’re currently refining our go-to-market strategy at our SaaS startup (hospitality tech) and I’d love to get your advice on our order-to-cash process using HubSpot. Here’s how it works today: Quote gener… --- ## [Payment Schedule....Why aren't payments automatically charged?](https://community.hubspot.com/t/payment-schedule-why-arent-payments-automatically-charged/124390)
**Author:** [@marksdave](https://community.hubspot.com/u/marksdave)\ **Replies:** 2\ **Last updated:** [September 18, 2025, 6:21am UTC](https://community.hubspot.com/t/payment-schedule-why-arent-payments-automatically-charged/124390 "2025-09-18T06:21:33Z")
I have a question about utilizing the payment schedule feature within quotes? As you can see below, I issued an accepted quote to a customer with 3 payments. I was under the assumption that this was creating a type of “… --- ## [Invoice Edits of Paid Invoices](https://community.hubspot.com/t/invoice-edits-of-paid-invoices/119030)
**Author:** [@BEastom8](https://community.hubspot.com/u/BEastom8)\ **Replies:** 5\ **Last updated:** [September 17, 2025, 6:46pm UTC](https://community.hubspot.com/t/invoice-edits-of-paid-invoices/119030 "2025-09-17T18:46:36Z")
There is a big problem with this. We often run into times where we send an invoice, collect a deposit, then while doing the project, we need to add items to the invoice, or charge a fee due to credit cards. We need this … --- ## [HubSpot Invoices - Bulk Updating](https://community.hubspot.com/t/hubspot-invoices-bulk-updating/112718)
**Author:** [@HazelJohnson](https://community.hubspot.com/u/HazelJohnson)\ **Replies:** 4\ **Last updated:** [September 16, 2025, 5:52pm UTC](https://community.hubspot.com/t/hubspot-invoices-bulk-updating/112718 "2025-09-16T17:52:44Z")
The invoices module in HubSpot has been live for almost a year now. I’m working with several HubSpot clients that have a requirement to use the invoices function either natively in HubSpot or via an integration with Xer… --- ## [Subscription editing bug or inconsistency](https://community.hubspot.com/t/subscription-editing-bug-or-inconsistency/137452)
**Author:** [@Pinne](https://community.hubspot.com/u/Pinne)\ **Replies:** 4\ **Last updated:** [August 7, 2025, 9:52am UTC](https://community.hubspot.com/t/subscription-editing-bug-or-inconsistency/137452 "2025-08-07T09:52:20Z")
Not sure if this is the proper place to report (perceived) bugs, but here we go. When I create a new Subscription in HS Commerce, with start date today, it receives the status “Active”. Now, when I want to edit the … --- ## [Ability to customize the e-commerce subscription preview](https://community.hubspot.com/t/ability-to-customize-the-e-commerce-subscription-preview/123219)
**Author:** [@RHoward48](https://community.hubspot.com/u/RHoward48)\ **Replies:** 2\ **Last updated:** [August 1, 2025, 4:55am UTC](https://community.hubspot.com/t/ability-to-customize-the-e-commerce-subscription-preview/123219 "2025-08-01T04:55:19Z")
When I click into a subscription for one of our companies, there is a preview that shows on the right which is not customizable. This means, if I create any custom fields that are important to our business, I can’t show … --- ## [Installments with custom requirements](https://community.hubspot.com/t/installments-with-custom-requirements/137176)
**Author:** [@Huntscape-Ops](https://community.hubspot.com/u/Huntscape-Ops)\ **Replies:** 1\ **Last updated:** [July 31, 2025, 12:41pm UTC](https://community.hubspot.com/t/installments-with-custom-requirements/137176 "2025-07-31T12:41:28Z")
What would be the best way to track revenue for customers that have large deals but take installment payments (custom amounts and custom due dates, meaning we cannot use subscriptions). I can only think that they would … --- ## [Help with Importing Subscriptions – Historical Dates & Upsells](https://community.hubspot.com/t/help-with-importing-subscriptions-historical-dates-upsells/137045)
**Author:** [@OTielcharova](https://community.hubspot.com/u/OTielcharova)\ **Replies:** 1\ **Last updated:** [July 29, 2025, 7:49pm UTC](https://community.hubspot.com/t/help-with-importing-subscriptions-historical-dates-upsells/137045 "2025-07-29T19:49:35Z")
Hi everyone, I’ve started importing subscriptions from another CRM into HubSpot, but I’m running into a few issues and would appreciate any advice: Starting subscriptions in the past – Is it possible to create a subsc… --- ## [Set Billing Date for Recurring Payments/Subscriptions](https://community.hubspot.com/t/set-billing-date-for-recurring-payments-subscriptions/106164)
**Author:** [@Ann-JMG](https://community.hubspot.com/u/Ann-JMG)\ **Replies:** 5\ **Last updated:** [July 28, 2025, 11:00am UTC](https://community.hubspot.com/t/set-billing-date-for-recurring-payments-subscriptions/106164 "2025-07-28T11:00:15Z")
I’m hoping someone can help me. I created a subscription and chose a custom billing date, for example 5/15/2024. That means I want the client to get charged today, then on the 15th of every month. But that’s not what’s h… --- ## [Quoting a Monthly Subscription Billed Annually](https://community.hubspot.com/t/quoting-a-monthly-subscription-billed-annually/136635)
**Author:** [@JonChartrand](https://community.hubspot.com/u/JonChartrand)\ **Replies:** 5\ **Last updated:** [July 22, 2025, 8:26pm UTC](https://community.hubspot.com/t/quoting-a-monthly-subscription-billed-annually/136635 "2025-07-22T20:26:26Z")
We resell licenses which are priced (but not charged) on a monthly per user basis; lets call it $60 per user per month. The contract however is billed annually. We do not want to quote people $720 (ie $60 x 12) per user,… --- ## [Quote Template Pay Now Pay Later](https://community.hubspot.com/t/quote-template-pay-now-pay-later/136215)
**Author:** [@PathfinderM](https://community.hubspot.com/u/PathfinderM)\ **Replies:** 1\ **Last updated:** [July 15, 2025, 3:34pm UTC](https://community.hubspot.com/t/quote-template-pay-now-pay-later/136215 "2025-07-15T15:34:55Z")
I have created a system to autogenerate a quote. I create a deal, add line items, move the deal stage and via API i post a draft quote, get line items, post line items, patch line item detail, patch quote to publish. I… --- ## [Send link to download PDF of Paid Invoice for Recurring Payments](https://community.hubspot.com/t/send-link-to-download-pdf-of-paid-invoice-for-recurring-payments/107665)
**Author:** [@DBerger](https://community.hubspot.com/u/DBerger)\ **Replies:** 6\ **Last updated:** [July 14, 2025, 3:06pm UTC](https://community.hubspot.com/t/send-link-to-download-pdf-of-paid-invoice-for-recurring-payments/107665 "2025-07-14T15:06:07Z")
I am dealing with Accounting Departments at various companies. And while they appreciate being emailed the Receipts for their Recurring Payments, they also want a PDF-downloadable Paid Invoice. As it stands, they are sen… [Next page](https://community.hubspot.com/tag/recurring-payments/2905.md?match_all_tags=true&page=1&tags%5B%5D=recurring-payments)