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Step1: Salesforce ScaleXP Invoicing installation guide

This guide walks a Salesforce administrator through: Installing ScaleXP Invoicing Configuring the Tenant Token so the package can authenticate with...

May 25th, 2026 161 views 0 likes
Step 2 of Salesforce ScaleXP Invoicing installation: How to map Salesforce fields to ScaleXP Invoicing

ScaleXP Invoicing turns your Salesforce deals into invoices in Xero or QuickBooks Online, and the Invoice Mapping screen is where...

June 2nd, 2026 114 views 0 likes
Preparing Salesforce for ScaleXP Invoicing

When to use this ScaleXP can use the information held in Salesforce to create customer invoices automatically in Xero or...

July 22nd, 2026 33 views 0 likes
How to find missing invoices and stop revenue leakage

When to use this The revenue leakage page automatically checks your closed won CRM deals, renewals, contract schedules, accrued revenue,...

July 31st, 2026 46 views 0 likes