This article describes how to add an existing invoice, an existing repeating invoice schedule or a manual future invoice to your Contracts.

To add an invoice or repeating invoice to a contract if you are not using ScaleXP Invoicing

Select Customers (in the top nav bar) then Contracts. 

• Click on the pencil icon to after the contract name to edit it.

Then follow the steps below.

Issued invoice

To add a single issued invoice:

• Click Add Issued Invoice to add an invoice in your accounting system
• Select from the invoices issued to that accounting customer.
• Use the bin at the far right of the invoice to remove it from the contract
• Save your changes.

A series of invoices from a repeating invoice template

• To add a repeating invoice schedule:
  • select from the repeating invoice schedule issued to that account customer
  • repeating invoices can only be added or deleted as an entire group, not individually
  • invoices will be added for the next four years or at the end date, whichever is earlier
  • Use the bin at the far right of any repeating invoice to remove the entire set of future invoices from the contract
  • Save your changes.

An invoice not yet in your accounting system

• To manually add a future invoice 
  • Use for invoices not yet in your accounting system
  • Fill in the Start Date and End Date and Invoice Amount to create a future invoice manually.
  • Use the bin at the far right to delete the invoice from ScaleXP
  • Save your changes.

Save your changes

• After saving, the new invoices will automatically be added to the total Contract Value

Related articles

For an overview of making changes to contracts, see Updating Contracts: How to make changes to contracts in ScaleXP 

To find out how to view the contracts you have, see View your Contracts.