Within the HubSpot platform, you can view and perform numerous actions on the Customer entity without leaving the platform.
- Add, edit or delete payment methods
- Edit a customer's details
- Make a payment on an invoice
- View, edit or create credits
- Change billing settings
- View, edit and create customer notes
- View historical payment details and initiate refunds if necessary
Note: Making changes in HubSpot will be reflected in the Stax Bill platform.