Recurring revenue control room for Authorize.Net billing

See every Authorize.Net subscription, what it is worth each month, and when it bills next, then change prices or cancel with a reason that gets logged.

App
Authorize.NetHubSpotGmailFinanceOperationsEmail Automation
PromptCreate

Build me a control room for the recurring billing I run through Authorize.Net. The built in ARB dashboard only lets me look at one month at a time and has no view of what my recurring revenue is actually worth, so this app should put the revenue book and the edit controls on one screen.

The main view is a table of every subscription. Load them with Get Subscription List and let me filter by status (active, expired, suspended, canceled, terminated), defaulting to active. That list response is thin, so enrich each row with Get Subscription for the amount, billing interval, start date, total and remaining occurrences, the masked payment method and the linked customer profile, and use Get Subscription Status when I need the live status of a single row. Columns: customer name, subscription name, amount, billing interval, monthly value, payments remaining, next billing date, status, and the HubSpot account it belongs to. Let me sort by monthly value and next billing date, and search by customer name.

Above the table, roll the filtered set up into monthly recurring revenue. Normalize every subscription to a monthly figure, so a subscription billed every 12 months contributes one twelfth of its amount and one billed weekly contributes about 4.33 times it. Break the total down two ways: by billing interval (monthly, quarterly, annual and so on) and by price point, so I can see how many subscribers sit at each amount and what each tier contributes. Show the subscription count next to every revenue number.

From any row I want to act without leaving the table. An edit action uses Update Subscription to raise or lower the amount, change the billing schedule (interval length, unit and start date), or swap the payment method to a different card on that customer's profile. Show me the current value next to the new one before I confirm, and make clear that the change applies to future charges and does not touch payments already processed.

A cancel action uses Cancel Subscription, but only behind a confirmation dialog that forces me to pick a cancellation reason from a fixed list, for example too expensive, switched to a competitor, business closed, payment issues, downgrade, or other with a free text note. Do not let the cancellation go through until a reason is selected.

Clicking a row opens a detail panel with three things. First, that subscriber's full payment history from Get Customer Profile Transaction List, showing date, amount, status and transaction id, with successful and declined payments visually distinct. Second, the matching HubSpot account: use Search Companies on the customer's company name or email domain and Search Contacts on their email address, then resolve the record owner through List Owners so a CSM knows whose account it is, with a link through to the HubSpot record. Third, a button that emails the customer about a price or schedule change through Gmail Send a Message, pre filled with the subscription name, the old and new amount or schedule, and the date it takes effect, always shown to me for review and editing before it sends.

The most important part: Authorize.Net keeps no history of who changed a subscription or why, so the app has to keep its own. Every price change, schedule change, payment method swap, cancellation and customer email must be written to the app's own stored log with the timestamp, the signed in user who did it, the subscription id and customer name, the field that changed with its before and after values, and the cancellation reason where relevant. Show that log as a timeline on the subscription detail panel, and give me one global log view I can filter by user, reason and date range, so I can answer questions like which subscriptions were discounted last quarter and by whom. The log is append only; nothing in the app should edit or delete an entry.

A few practical notes. Get Subscription List paginates with a 1 based offset, and enriching every row costs one detail call per subscription, so fetch in batches, cache the enriched rows for the session, and give me a refresh control rather than refetching on every interaction. Treat a total occurrence count of 9999 as an ongoing subscription with no end date and show 'ongoing' instead of a remaining count. Amounts are decimal values in the account currency. If a subscription has no linked customer profile, leave the payment history and HubSpot columns empty for that row rather than failing the whole row.

What does this prompt do?

  • Puts every recurring subscription on one screen with its monthly value, next charge date and payments remaining, instead of the one month at a time view you get today
  • Rolls the whole book up into monthly recurring revenue, broken down by billing frequency and by price point, with subscriber counts at each tier
  • Lets you raise or lower a price, shift the billing schedule, swap the payment method, or cancel with a required reason, straight from the row
  • Keeps its own permanent log of every price change and cancellation, with the reason and the person who made it, alongside each customer's payment history and matching CRM account

What do I need to use this?

  • An Authorize.Net merchant account with recurring billing enabled
  • A HubSpot login, used to match each subscription to the right company and account owner
  • A Google account so the app can email customers about a price or schedule change
  • Customers whose payment details are already stored against their subscription, since the app edits existing subscriptions rather than setting up new ones

How can I customize it?

  • Choose which subscription statuses load by default, for example active only, or active plus suspended
  • Edit the list of cancellation reasons your team has to pick from, so the log matches how you report on churn
  • Adjust how annual, quarterly and weekly plans are converted into a monthly revenue figure, and reword the customer email that goes out after a change

FAQs

How is this different from the recurring billing dashboard inside Authorize.Net?
The built in dashboard gives you a subscription tab, a transaction tab, and a month drop down that limits you to one month at a time. There is no view of what your recurring revenue is worth in total and no record of who edited a subscription. This app shows the entire book at once, totals it into monthly recurring revenue, and keeps the edit history the gateway does not.
Does it record who changed a price and why?
Yes, and that is the main reason to use it. Authorize.Net stores no history of who changed a subscription or why, so the app writes its own log entry for every price change, schedule change, payment method swap and cancellation, capturing the person, the before and after values, the reason, and the time. The log is append only and shows on each subscription.
If I change a price, does it affect payments that already went through?
No. A change applies to future charges only, and payments already processed are untouched. The app shows you the current value next to the new one before you confirm so there is no guesswork about what the customer pays next.
Can I cancel a subscription without giving a reason?
Not by design. Cancelling opens a confirmation that requires you to pick a reason from your list before it will go through, which is what makes the churn log worth reading later. You can edit the set of reasons to match how your team categorises churn.
Do I have to use HubSpot for this to work?
No. Without it you still get the full subscription list, the revenue rollups, the edit controls and the audit log. Connecting HubSpot adds the matching company and the account owner to each subscription, so a CSM can tell at a glance whose account they are about to change.

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Stop reading your recurring revenue one month at a time.

Get the whole subscription book, the edit controls and a real audit trail on a single screen.