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Configuring HubSpot Settings in Stax Bill
- In Stax BIll, navigate to Setting > Integrations > HubSpot.
- Under the Customer iFrame settings, you can set whether to:
- Allow subscription activations
- Allow Subscription edits
- Allow Subscription cancellations
- Block users from activating from HubSpot in stages other than 'closedwon.'
- From the Invoice iFrame settings, you can set whether to:
- Allow voiding of invoices
- Allow the void and refund of invoices
- Click Save.
