How to add pending invoices to the Customers tab

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What are pending invoices? Adding pending invoices to the Customer tab

What are pending invoices?

Pending invoices are invoices not yet issued but identified to be issued in the future as part of a contract.

Pending invoices are generated automatically from repeating or one-off invoices set up as part of a contract in HubSpot using ScaleXP Invoicing.

Use the “Included data” option in Configure report to select pending invoices.

In any report in the customer tab (including a new one), go to the Customer tab>“Configure Report” button>"Included data." Tick “pending invoices.”