Once Salesforce is installed, it will be able to connect to Stax Bill and allow two way communication between each.
The following configurations are required to display the Stax Bill fields within the Salesforce user interface.
The following page layouts can be modified to display Stax Bill content:
The opportunity work flow requires domain your domain to be set up. This is so that iFrames and data from Stax Bill can be displayed within the Salesforce user interface without the need to work directly in Stax Bill. See the following for more details:
In addition, you can configure the Send to Stax Bill button to allow control of activating customers in Stax Bill in Salesforce as well as the ability to apply coupons.