This article provides an overview of how to:

• Merge contracts;
• Split contracts;
• Delete contracts;
• Remove invoices from a contract.

To get started, select Customers (in the top nav bar) then Contracts. 
 

To merge contracts:

• If your customers are duplicated in your accounting system, these should be merged first. See View and Manage your Contracts 
• If you have a consolidated entity, merging customers should be done at the subsidiary level.  This ensures future invoices will be associated with the correct customer.
• Once the Customers are merged, go to the Contracts page.  (Select Customers (in the top nav bar) then Contracts.
  • Open the relevant contract and move the invoices. 
  • Each invoice will need to be moved.  See screenshot below.

To split contracts: 

• To split contracts, go to the Contracts page.  (Select Customers (in the top nav bar) then Contracts.
  • Open the relevant contract and move the invoices. 
  • Follow the prompts.

To delete contracts:

• Go to contracts: Customers (in the top nav bar) then Contracts. 
• To delete the contract, click the trash can or bin as shown below. 

To delete a pending invoice:  Click the trash can or bin next to the invoice.

To remove an issued invoice or credit note from a contract: 

• Click the the trash can or bin next to the invoice. This will move the invoice from the contract but the ‘Issued Invoice’ will remain in ScaleXP. (It will still appear in the Revenue Recognition and MRR reports.)