Activating a Customer in Stax Bill from Salesforce

Once a customer is created and added a subscription in draft, you can activate the customer in Stax Bill from Salesforce to start billing for services.

To activate a customer from Salesforce:

Prerequisite

• You must add the Service Overview button to the Account layout page. See Configuring the Account and Related List Layouts in Salesforce (Lightning) for additional details.

1. In Salesforce, on the customer account page, click the down arrow icon in the top right menu.
2. From the dropdown menu, click Service Overview.
3. On the Salesforce Service Overview page, click Activate Customer.
4. On the Customer Activation Confirmation page, click the appropriate option.
5. If you select Activate Subscription/ Purchases, the customer and subscription will be activated, and the invoice will be sent. This information will be reflected on the Salesforce Account page in the appropriate Related List tab.