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ScaleXP seamlessly integrates your CRM (HubSpot, Salesforce) and your financial system (Xero, Sage, QuickBooks, etc.) providing the best reporting solution...
July 14th, 2025 1 views 0 likes
A Contract is a ScaleXP created object that contains parameters about an individual agreement with a customer or subscription. Contracts...
July 14th, 2025 2 views 0 likes
ScaleXP allows you to match issued invoices to Closed Won deals/opportunities. This provides accountability to help avoid revenue leakage and...
ScaleXP allows you to create "Contracts" which represent the entire invoice schedule for a contract with your customer. This allows...
A tutorial on how to create your first Xero invoice from HubSpot, using ScaleXP Invoicing. For this article, we'll assume...
One of the most powerful features of ScaleXP Invoicing is the data that gets sent back to HubSpot about...
Who can do what using ScaleXP Invoicing - and how you can control access. At a glance One of the...
Find out how to use Xero and HubSpot products with ScaleXP Invoicing for accurate reporting and even easier invoice creation!...
One of the most under-appreciated features of HubSpot is Data Sync - a suite of built-in apps which provide powerful,...
This guide walks you through how to split a HubSpot quote or deal into multiple invoices. Whether that's as part...
ScaleXP Invoicing makes it easy to automate your deal stages based on the invoice status right inside your preferences, but...
Looking for a way to fully automate your invoicing process with HubSpot and Xero? ScaleXP Invoicing's new workflow feature is...
Making sure your contacts match up is essential to a successful integration between Xero and HubSpot. Read on to find...
Accounts, Products and Taxes are three of the most important parts to get right when creating Xero invoices in HubSpot....
So you’re using ScaleXP Invoicing to help integrate your HubSpot CRM platform with your Xero accounting system, but you want...
ScaleXP can integrate with your CRM to bring in deal/opportunity data, allowing you to build a comprehensive list of Contracts,...
This article provides an overview of how to: Merge contracts; Split contracts; Delete contracts; Remove invoices from a contract. To...
To move an invoice from one deal to another, go to Contracts on the Customer tab. Find the customer with...
If, to change an invoice, you need to issue a credit note rather than void or change an invoice, follow...
How does ScaleXP recognise back-dated revenue? For purposes of Revenue Recognition, MRR, and ARR reports, ScaleXP will always recognise revenue...
To add new admin users to ScaleXP invoicing, go to the ScaleXP Invoicing Dashboard: app.scalexp-invoicing.com/ Click "Manage Users" in...