Subcategories

• How to set up ScaleXP Invoicing (Step 1): Installing the Invoicing module

  How to install ScaleXP invoicing in HubSpot WHAT YOU NEED TO GET STARTED A HubSpot login with permission to connect...

  July 14th, 2025 1216 views 0 likes
• ScaleXP Invoicing: (Step 2) Invoicing Setup and Data Mapping with HubSpot Invoicing

  This video assumes you have already installed ScaleXP Invoicing and explains how to use it to set up invoicing from...

  July 14th, 2025 946 views 0 likes
• HubSpot Invoicing: Adding invoice properties to HubSpot deals

  How to add invoice characteristics and payment status to your deals One of the most powerful features of ScaleXP Invoicing...

  July 14th, 2025 734 views 0 likes
• ScaleXP Invoicing: Importing invoices to HubSpot deals

  ScaleXP Invoicing is the perfect solution for creating invoices from HubSpot, but what about invoices you created before?  You might...

  July 14th, 2025 568 views 0 likes
• ScaleXP Invoicing: Automating invoice creation with HubSpot Workflows

  Automating invoicing in HubSpot using Workflows ScaleXP Invoicing allows you to automatically create invoices from HubSpot deals using HubSpot workflows. ...

  July 14th, 2025 1351 views 0 likes
• ScaleXP Invoicing: HubSpot Deal Automation Workflows

  ScaleXP Invoicing can automatically update HubSpot deal stages based on invoice events such as creation, payment, or overdue status. For...

  July 14th, 2025 732 views 0 likes