To see a summary of invoices which have been added manually within ScaleXP, go to the Customers tab, then, where it says 'No filter' at the top of the page, select the filter for 'Invoices added in ScaleXP.' See screenshot below.
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Data and Integrations
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- Customers tab: where to configure and review revenue and customer information, MRR, ARR
- Basic setup: Settings to configure when getting started
- How ScaleXP reads dates
- How to add a budget or forecast
- Prepaid Expenses: Best Practices and Quick Start Guide
- How to customize a chart
- Deferred Revenue Journal: How to write deferred revenue journals to Xero or QuickBooks
- How to configure your P&L and Balance Sheet in ScaleXP (single company)