Corey Syrnyk

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Activity overview

Latest activity by Corey Syrnyk
  • Corey Syrnyk created an article,

    Release Notes May 7, 2024 [1.250]

    A lot of work was done on the self-service portal this week. These features further enhance the visual and functionality of the already great self-service portal! Here are some highlights of the Ma...

  • Corey Syrnyk created an article,

    Creating a Pricebook

    You must have the pricebook feature enabled on your account. If you would like the feature enabled, contact Stax Bill Support.   Navigate to Catalog in Stax Bill. Click Create Pricebook. On the Pr...

  • Corey Syrnyk created an article,

    Price Books

    Price Books allow you to create pricing schemes for different sales tracking codes. Instead of creating multiple catalog plans with different prices to be used, you can use a price book and a sales...

  • Corey Syrnyk created an article,

    Release Notes April 23, 2024 [1.249]

    This release brings some very cool features and a plethora of enhancements. Here a just a few from the April 23, 2024 [1.249] release.   Feature Highlight Price Books Stax Bill introduces Price Boo...

  • Corey Syrnyk created an article,

    Configuring HubSpot Settings in Stax Bill

    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, y...

  • Corey Syrnyk created an article,

    Release Notes April 9, 2024 [1.248]

    April 9, the day after the skies went dark, behold a new bright release from Stax Bill!   Feature Highlights HubSpot Management of customer billing settings You can now set in Stax Bill to allow Hu...

  • Corey Syrnyk created an article,

    Managing Credit in HubSpot

    You can add and allocate customer credit within the HubSpot interface.   On the Customer card, Click Actions >Manage Credit. Add credit or allocate to any unpaid invoices.  Click Save.

  • Corey Syrnyk created an article,

    Voiding and Refunding Invoices

    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 ...

  • Corey Syrnyk created an article,

    Release Notes March 26, 2024 [1.247]

    Spring is near, so the integration specialist is frolicking around the hillside, providing treats for all the Stax Bill users! Sunny days are coming. Here are some of the highlights of this March 2...

  • Corey Syrnyk created an article,

    Configuring HubSpot Settings in Stax Bill

      In Stax BIll, navigate to Setting > Integrations > HubSpot. Under the Customer iFrame settings, you can set whether to: Allow subscription activations Allow Subscription edits Allow Subscripti...