ScaleXP Invoicing lets you create customer invoices from a Salesforce opportunity and push them to Xero or QuickBooks Online, using the data already on the deal.

Before you start

Make sure you have:

• Salesforce administrator access, so you can install the package and edit the opportunity page.
• Xero or QuickBooks Online connected to ScaleXP.
• Your tenant token. The ScaleXP team sends this to you.
• Salesforce connected to ScaleXP. Go to Load Data > Connections > + Add a Connection and select Salesforce. If you have more than one entity, connect Salesforce in the parent organization. A single entity connects in its own organization. See What level of access does ScaleXP need to Salesforce?

Set up in four steps

Follow these steps in order. Each article ends with a link to the next one.

1. Step 1: Install ScaleXP Invoicing in Salesforce
   Install the package, add your tenant token and add the ScaleXP Invoicing card to the opportunity page.
2. Step 2: Prepare Salesforce for ScaleXP Invoicing
   Create the billing fields and your products, then add the products to your opportunities.
3. Step 3: Map Salesforce fields to ScaleXP Invoicing
   Tell ScaleXP which Salesforce fields hold each invoice detail.
4. Step 4: Send your first invoice from Salesforce
   Create an invoice from an opportunity, check it and sync it to your accounting system.

After setup

Once you're set up, these articles explain what happens next:

• ScaleXP Invoicing: Data fields synced back to Salesforce
• How to find missing invoices and stop revenue leakage
• Salesforce FAQ: Access, the contracts page, and managing contracts
• Salesforce invoicing troubleshooting