ScaleXP Invoicing: Installation Guide

Learn how to efficiently install ScaleXP Invoicing

Written By ScaleXP Customer Success (Super Administrator)

Updated at July 17th, 2025

Installing ScaleXP Invoicing is easy and takes just 10 minutes to get set up. Once we've created your account, our easy onboarding flow lets you do it all yourself, in just a few easy steps.

Before you start

Before you start, you’ll need:
•    A login to HubSpot with permissions to authorize apps
•    A login to Xero or Quickbooks platform, with permission to authorize apps

If you don’t have either of those – don’t worry! You can either find a co-worker who does have access or ask an administrator to grant you access. 

STEP ONE

Connect your HubSpot account

Simply press the “Connect to HubSpot” button and you will be taken to HubSpot, first you’ll be asked to login, and then you’ll see a screen asking you to confirm that you want to grant access to your HubSpot account. You’ll need to be a Super Admin or have the App Marketplace access permission. 

This gives ScaleXP Invoicing the ability to display alongside your deals, as well as access information about your deals, such as the contact, line items and quotes. We’ll also create a set of “Invoicing” properties on your deals, to store data when your invoices sync.

As a Certified by HubSpot app, our access to your account has been vetted by the HubSpot certification team.

STEP TWO 

Connect your Accounting Platform

Next you need to link your accounting platform, this gives ScaleXP the permission to load your settings and contacts inside the app, create invoices, and to receive updates about invoices and payments. When you connect your accounting platform, no changes are ever made without you taking an action inside the app, such as creating an invoice. 

Just like before, you’ll need to select the Connect button on your preferred accounting platform, and after logging in you’ll see a screen asking you to confirm you’d like to grant ScaleXP Invoicing access. If you’re using a co-workers credentials, you don’t need to worry about the account email addresses matching up.

We do support linking multiple accounting platforms, for example if you are a multi-national and have different installations per country. This is available on our enterprise plan, if you’d like to get a demo or talk more about it – just get in touch with us.

STEP THREE

Set up automations

Now you’ve got your accounts connected, you’re almost ready to start. ScaleXP Invoicing makes it really easy to automate your deals, and moving deals through your pipeline based on invoice status is a great place to start. Just select which deal stage you’d like deals to sit in once invoices are synced, paid or even overdue. If you’re not ready to try this yet, you can skip and come back to it later.

There are loads more automation options available – see ScaleXP Invoicing: Automate your HubSpot invoices .

STEP FOUR

Find the app in HubSpot

All that’s left is to give ScaleXP Invoicing a go and create your first invoice! 

To do this, just head to a deal inside your HubSpot account. On the right hand side you’ll see a number of “Cards” for contacts and for other addons. By default, HubSpot places new apps right at the bottom, so just scroll until you find it and drag it right up near the top. Then, just click the button to start creating your first invoice. For a walkthrough on that, just watch the animation below.

Then see this article for instructions on how to set up ScaleXP Invoicing.