This article explains how an invoice can be excluded, moved to a new customer or tracked separately.   

All excluded invoices and customers are automatically applied across all reports in your system.  In consolidated companies, this includes the consolidated view.

How to exclude a customer or invoice from all your Customer page reporting (for example, MRR)

How to exclude an invoice if it is the only one for the customer

As all exclusions are done at customer level, this is very simple.  

Find the customer on any Customer tab report and click the light grey circle by the Customer name.  See screenshot below.

When this button is clicked, the circle will turn red and the customer will appear visually excluded.  

The customer and all invoices will be excluded from the revenue and customer counts at the top of the page on this and all other reports coming from the Customer tab.   

If you want to exclude a single invoice, see below.

How to exclude a single invoice if there is more than one for that customer

To track an invoice separately:  

Click the blue arrow next to the customer’s name to split the customer. 

Create a name for the customer who will hold this invoice then follow the screen prompts.     

If you want to exclude an invoice from revenue but monitor it, we recommend creating a new category to track these invoices.  This is best done by creating a new customer called ‘.Bad Debt’ or ‘.Accrued Revenue’ or ‘.Invoices to Monitor’.   It is useful to include a ‘.’ at the start of the name so that the customer appears at the top of the list of customers.  It is a nice visual reminder to review the invoices periodically. Once the new customer or the special tracking category is created, just follow the screen prompts to move the invoice. 

How to move an invoice

To move an invoice:   If you need to move an invoice to a new customer, this is done by ‘splitting the customer’.  Just click the blue arrow next to the customer name then follow the screen prompts.   Invoices can be moved to an existing customer or one that you create directly in ScaleXP.  Reassigning or splitting a customer is commonly used in umbrella or frame agreements, when each end customer is tracked separately.  Once a customer is split, each one is counted separately in the summary data, both the number of customers and revenue.  This is designed to give you full control of tracking end customers or an umbrella reseller.  

Note that these actions impact your ScaleXP reporting only, not your accounting system and must be taken on the Customer tab.  

In a consolidated company, you must move and exclude customers at the subsidiary where invoiced.