Subscriptions - upselling

[IClarke1]

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 Hubspot as our CRM/Sales tool, and Sage Intacct as our finance tool. All invoices/payments are generated/managed in Sage Intacct. This won't change. We will never move to credit card/online payments due to the type of customers we serve.

Looking at Hubspot, I had the view that our sales process could generate the subscription, which will create the invoice record in Hubspot. We will then use our data mover to transfer the invoice record to Sage for processing. We will move the invoice status (paid!) back to Hubspot to close the loop.

For the most part, this seems to work. However I have found that we cannot amend (upsell) a subscription mid term, and have the interim invoice automatically generated. We can amend before a billing period boundary and the next invoice is uplifted, but we need the interim invoice to cover the difference. Apparently we cannot amend subscriptions if we don't use online payments. 

Is there any workaround or dummy payment process we can implement to allow Subscription upselling?

many thanks,

Ian

[Victor_Becerra]

Hi @IClarke1 

Thanks for sharing the full context again — this is a really well thought-out architecture, and you’re bumping into a very real limitation of HubSpot Subscriptions today.

I’d like to invite a few Community members who are subject matter experts in Commerce Hub, Subscriptions, and ERP-led billing setups to join the conversation.
@GaroAroian @HubDoPete @TTolley — hope you’re all having a great week! Have you seen any supported ways (or pragmatic workarounds) to handle mid-term subscription upsells with interim invoicing when HubSpot is not handling payments? In particular, any patterns involving dummy payment gateways, subscription splits, or “shadow” subscriptions that still play nicely with external systems like Sage Intacct?

Any real-world guidance on what does and doesn’t work here would be hugely appreciated.

Best, Victor