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 and Admin in HubSpot.

Customer

The customer card in Hubspot has the following settings:

Edit Customer: Allows modifying the customer address and tracking information.
Manage Payment Method: Allows editing the payment method on file.
Activate Deal: Allows the activation of new deals on the customer.
Manage Credit: Allows the user to create and edit credits on the customer.
Make Payment: Allows the user to accept a payment method on an invoice.
Manage Billing Settings: Allows the user to modify the billing information on the customer. Note this is an advanced setting and should be turned on with caution.
Manage Notes: Allows the modification and creation of notes.
Historical Payments: The user can review past payments and void or void and refund payments if set in the invoice tab.

Subscriptions

- Edit Subscriptions: Allow the modification of a subscription, which can include cancelling.
- Edit Subscription Product: Allow editing of products on the subscription.
- Change Subscription: Allow the ability to migrate a subscription to a different plan. The timing can be set to immediate or at the next billing cycle or Choose which will give the choice at the time of the migration.
- Cancel Subscription: Allow the modification of a subscription, which can include cancelling.

Allow Invoice View: Invoices will be displayed and accessible.
Allow Invoice Void: Allow the invoice to be voided. The payment, if any, will be placed in a credit.
Allow Invoice Void and Refund: Allow voiding and refunding of the payment to the chosen payment method.

You can add coupons that are in Stax Bill to be used in the Hubspot interface.

If you configure the integration, the new settings will be available under the Actions of the corresponding card in HubSpot.