In HubSpot, you can view and download PDFs of a customer's invoices. If configured in the Stax Bill HubSpot settings section, you can also void or refund an invoice.
- On the Invoice card on the left, click View.
- On the Invoice page, you can review the invoices by downloading a PDF. Click Void or Void and Refund to start the process.
- Confirm how to earn revenue and click Save.