🔗 HubSpot KB Bridge: Create subscriptions
💡 Core Capability
Create subscriptions to automate recurring payments or send recurring invoices to your buyers. Add line items, taxes, discounts, and fees, and automatically collect payments, or send recurring invoices. Before creating and managing subscriptions, set up subscriptions in your account.
🛠️ Key Operations & Headings Outline
- How subscriptions work
- If not enrolled in the Connected CPQ, Billing, and Payments beta
- If enrolled in the Connected CPQ, Billing, and Payments beta
- Create subscriptions
- Create subscriptions from the index page
- Create subscriptions from other objects
- Configure subscriptions
- Select a brand
- Set up subscription billing
- Add line items
- Add taxes
- Review the summary of a subscription
📋 Subscription Availability
- All products and plans
🔗 WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot