Sidebar cards

Billing context on the record: Contacts, Deals and Companies each get a Stripe Sync card in the HubSpot sidebar.

The three cards

Record	Card name	What it's for
Contact	Contact Stripe Subscriptions	The customer's billing relationship
Deal	Stripe Subscription	The one subscription tied to this Deal
Company	Company Stripe Subscriptions	Read-only rollup across linked contacts

Cards live in the record sidebar alongside HubSpot's native cards, and card visibility follows your HubSpot settings (hide from contractors, etc.).

Contact card — "Contact Stripe Subscriptions"

• Subscription status, MRR/ARR and lifetime value for the contact.
• Disputes — any open disputes, each with its current state.
• Subscriptions (n) — one row per active/paused subscription (canceled subscriptions are hidden). Each row shows a status tag — Active, Trialing, Paused, Canceling or Canceled — with a date phrase (renews …, cancels …, resumes …).
• New subscription button (admins/operators) — create a subscription for this customer right from the card; see Checkout & new subscriptions.
• Recent invoices with View hosted invoice ↗ and Refund links.

Deal card — "Stripe Subscription"

The single subscription linked to this Deal: status, MRR and the same action menu as the Contact card rows.

For a rep-originated Deal with no subscription yet, the card shows Generate checkout link — a Stripe Checkout session built from the Deal's line items (see Checkout & new subscriptions).

If the link between Deal and subscription breaks (e.g. the Deal was deleted), the card shows ⚠️ Deal link broken — relink it from the dashboard (see Troubleshooting).

Company card — "Company Stripe Subscriptions"

Deliberately read-only: LTV, MRR, customer count and recent invoices across all linked contacts. Mutations (pause/cancel/refund) always target one specific subscription, so they happen on the Contact or Deal card — see Company rollups for how the numbers are computed.

The action menu

Each subscription row has a ⋮ menu:

• View in Stripe ↗ — the subscription in your Stripe dashboard.
• View hosted invoice ↗ — the latest invoice's hosted page.
• Pause billing / Resume billing
• Don't cancel — undo a scheduled cancellation.
• Cancel at period end / Cancel immediately
• Edit quantities — change item quantities with live MRR preview.
• Refund — refund the latest invoice's payment.

Every action requires the destructive-action role (admin/operator — see Roles & permissions) and is written to the audit log. Details and semantics: Subscription actions.

Card data is stale / wrong?

• A broken badge means the link to the HubSpot record failed — see Troubleshooting.
• Numbers refresh on every billing event; a specific record lagging over an hour is worth reporting to support.