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Subscription actions
Act on a subscription from inside HubSpot — written back to Stripe immediately, and audited.
Where the actions live
The Actions dropdown on each subscription row in the Contact and Deal sidebar cards (the Company card is read-only), plus the dashboard's Subscriptions view. Every action is role-gated (admin/operator) and written to the audit log with the acting user.
The actions
| Menu item | Effect |
|---|---|
| Pause billing | Stops billing immediately — not at period end. Optionally set a Resume on date; leave it blank to pause indefinitely until manually resumed. |
| Resume billing | Lifts a pause and billing continues on schedule. |
| Cancel at period end | Schedules cancellation: the customer keeps the service until the current period ends. |
| Cancel immediately | Ends the subscription now. If a prorated refund is available, the dialog shows the amount and lets you cancel with refund or without refund. |
| Don't cancel | Undoes a scheduled Cancel at period end. |
| Edit quantities | Change item quantities with a live new-MRR preview; written to Stripe as a subscription update. Only offered for active/past-due subscriptions — not while paused or canceled. |
| Refund | Opens the refund dialog for the latest invoice — see below. |
The status tag on the row updates as Stripe confirms: Canceling (a cancellation is scheduled), Paused (with "resumes …" if a resume date is set), Canceled.
TIP
The HubSpot Deal is never moved out of Closed Won by these actions — only the subscription status changes. Revenue history stays where it belongs.
Refunds
The refund dialog (also available as Refund on paid invoice rows) shows the original total, what's already been refunded, and the refundable balance. You can:
- refund in full or a partial amount,
- pick the reason — Duplicate, Requested by customer, Fraudulent,
- choose which charge to refund when an invoice has multiple charges.
Disputed charges are hard-blocked while the dispute is open: refunding a disputed charge concedes the dispute (you lose it and pay the refund). Resolve the dispute in Stripe instead — the dialog tells you when this applies.
Permissions & audit
All actions require admin or operator permissions (see Roles & permissions). Viewers never see the action menu. Every action lands in the audit log with the acting user, timestamp and target subscription.