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

To exclude an invoice:  If a customer has a single invoice, click the red circle next to the customer's name.   When this button is clicked, 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.   If you want to exclude a single invoice, see the section below ‘how to track an invoice separately’. 

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.  

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.