Once HubSpot is installed and running, you can configure multiple settings that extend Stax Bill features in HubSpot.
- Navigate to Settings >Integrations >HubSpot.
- On the HubSpot Configure page, you can set accessible functions to an agent in HubSpot.
- Subscription Activation - Allow HubSpot to activate a subscription
- Edit Subscriptions—Allow the modification of a subscription, which can include cancelling or modifying and removing products.
- Credit and Payment- Allow adding credit and payment creation and credit card modifications along with allocation in HubSpot.
- Void or Refund Invoice - Allow the ability to Void or Refund an invoice.
- Click Save.
If you configure the integration, the new settings will be available under the Actions of the corresponding card in HubSpot.