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ScaleXP Invoicing: HubSpot Set Up - Step 2 of 2 - Invoicing

This video assumes you have already installed ScaleXP Invoicing and explains how to use it to set up invoicing from...

July 14th, 2025 154 views 0 likes
ScaleXP Invoicing: Users and Permissions

Who can do what using ScaleXP Invoicing - and how you can control access. At a glance One of the...

July 14th, 2025 87 views 0 likes
ScaleXP Invoicing: Automations with HubSpot workflows

This article describes how to combine HubSpot workflows with triggers from ScaleXP Invoicing functionality to update deals, send out notifications,...

July 14th, 2025 237 views 0 likes
ScaleXP Invoicing: How to change invoice status preference in creating invoices from HubSpot to Xero

When you first set up ScaleXP Invoicng, you will have chosen between two invoice status settings: “Finance Team” which creates...

July 18th, 2025 62 views 0 likes
How to create a revenue forecast graph

This article explains how to create a graph showing your forecast revenue. It combines invoiced revenue recognition with probability-weighted CRM...

August 1st, 2025 62 views 0 likes
ScaleXP Invoicing: HubSpot Set Up - Step 1 of 2 - Installing

How to install ScaleXP invoicing in HubSpot WHAT YOUNEED TO GET STARTED A HubSpot login with permission to connect apps...

July 14th, 2025 236 views 0 likes
ScaleXP Invoicing: Using Products to save time invoicing in HubSpot

How to map products to save time invoicing in HubSpot This article explains how to use products in your accounting...

July 14th, 2025 142 views 0 likes
ScaleXP Invoicing: How to re-issue invoices in ScaleXP invoicing

If, to change an invoice, you need to issue a credit note rather than void or change an invoice, follow...

July 14th, 2025 72 views 0 likes
ScaleXP Invoicing: Create a Xero Invoice from HubSpot

A tutorial on how to create your first Xero invoice from HubSpot, using ScaleXP Invoicing. For this article, we'll assume...

July 14th, 2025 92 views 0 likes
ScaleXP Invoicing: How to create split invoices in HubSpot

This guide walks you through how to split a HubSpot quote or deal into multiple invoices. Whether that's as part...

July 14th, 2025 109 views 0 likes
ScaleXP Invoicing: Automating deals when you have multiple pipelines

ScaleXP Invoicing makes it easy to automate your deal stages based on the invoice status right inside your preferences, but...

July 14th, 2025 114 views 0 likes
ScaleXP Invoicing: Importing historic issued invoice data to HubSpot deals

If you're moving to HubSpot or just getting started with ScaleXP Invoicing - you'll want to know all about how...

July 14th, 2025 87 views 0 likes
ScaleXP Invoicing: Create a QuickBooks Online invoice from HubSpot

A tutorial on how to create your first QuickBooks invoice from HubSpot, using ScaleXP Invoicing. This video is ideal if...

July 14th, 2025 75 views 0 likes
ScaleXP Invoicing: How to add users to ScaleXP invoicing and give them access to the invoicing dashboard

To add new admin users to ScaleXP invoicing, go to the ScaleXP Invoicing Dashboard: app.scalexp-invoicing.com/ Click "Manage Users" in...

July 14th, 2025 54 views 0 likes
ScaleXP Invoicing: How to map HubSpot products in QuickBooks

ScaleXP Invoicing - Mapping HubSpot & QuickBooks products By matching Product SKU names in HubSpot with SKUs in QuickBooks, you...

July 14th, 2025 134 views 0 likes
ScaleXP Invoicing: Configure and sync products in Xero

This article walks through exactly how to set up your Products and services inside Xero, to make them easy to...

July 14th, 2025 172 views 0 likes
ScaleXP Invoicing: Creating Deposit Invoices in HubSpot

Deposit invoices are essential if you need to bill a fixed or percentage amount upfront for your products and services....

July 14th, 2025 59 views 0 likes
HubSpot Invoicing: Adding invoicing properties to HubSpot deals

How to add invoice characteristics and payment status to your deals One of the most powerful features of ScaleXP Invoicing...

July 14th, 2025 91 views 0 likes
ScaleXP Invoicing: HubSpot's Xero Data Sync app

One of the most under-appreciated features of HubSpot is Data Sync - a suite of built-in apps which provide powerful,...

July 14th, 2025 60 views 0 likes
ScaleXP Invoicing: How to use HubSpot workflows to create Xero invoices

Looking for a way to fully automate your invoicing process with HubSpot and Xero? ScaleXP Invoicing's new workflow feature is...

July 14th, 2025 63 views 0 likes
ScaleXP Invoicing: How to sync your Xero contacts with HubSpot

Making sure your contacts match up is essential to a successful integration between Xero and HubSpot. Read on to find...

July 14th, 2025 93 views 0 likes
ScaleXP Invoicing: Xero Accounts and Taxes in HubSpot

Accounts, Products and Taxes are three of the most important parts to get right when creating Xero invoices in HubSpot....

July 14th, 2025 80 views 0 likes
ScaleXP Invoicing: HubSpot and Xero integration best practices

So you’re using ScaleXP Invoicing to help integrate your HubSpot CRM platform with your Xero accounting system, but you want...

July 14th, 2025 63 views 0 likes
Invoice Matching/Booked vs. Billed

ScaleXP allows you to match issued invoices to Closed Won deals/opportunities. This provides accountability to help avoid revenue leakage and...

July 14th, 2025 90 views 0 likes
How to move an invoice from one deal to another

To move an invoice from one deal to another, go to Contracts on the Customer tab. Find the customer with...

July 14th, 2025 81 views 0 likes
ScaleXP Invoicing: How to Handle Churned or Lost Customers - in mid-term cancellations?

Churn is an unavoidable part of any subscription or recurring revenue business. This article outlines two options for marking a...

August 13th, 2025 39 views 0 likes

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Automate Invoicing from Hubspot

ScaleXP Invoicing: HubSpot Set Up - Step 2 of 2 - Invoicing

ScaleXP Invoicing: Users and Permissions

ScaleXP Invoicing: Automations with HubSpot workflows

ScaleXP Invoicing: How to change invoice status preference in creating invoices from HubSpot to Xero

How to create a revenue forecast graph

ScaleXP Invoicing: HubSpot Set Up - Step 1 of 2 - Installing

ScaleXP Invoicing: Using Products to save time invoicing in HubSpot

ScaleXP Invoicing: How to re-issue invoices in ScaleXP invoicing

ScaleXP Invoicing: Create a Xero Invoice from HubSpot

ScaleXP Invoicing: How to create split invoices in HubSpot

ScaleXP Invoicing: Automating deals when you have multiple pipelines

ScaleXP Invoicing: Importing historic issued invoice data to HubSpot deals

ScaleXP Invoicing: Create a QuickBooks Online invoice from HubSpot

ScaleXP Invoicing: How to add users to ScaleXP invoicing and give them access to the invoicing dashboard

ScaleXP Invoicing: How to map HubSpot products in QuickBooks

ScaleXP Invoicing: Configure and sync products in Xero

ScaleXP Invoicing: Creating Deposit Invoices in HubSpot

HubSpot Invoicing: Adding invoicing properties to HubSpot deals

ScaleXP Invoicing: HubSpot's Xero Data Sync app

ScaleXP Invoicing: How to use HubSpot workflows to create Xero invoices

ScaleXP Invoicing: How to sync your Xero contacts with HubSpot

ScaleXP Invoicing: Xero Accounts and Taxes in HubSpot

ScaleXP Invoicing: HubSpot and Xero integration best practices

Invoice Matching/Booked vs. Billed

How to move an invoice from one deal to another

ScaleXP Invoicing: How to Handle Churned or Lost Customers - in mid-term cancellations?