If you are a ScaleXP Invoicing customer – make almost all your contract changes in HubSpot.

In this case, the ScaleXP Contracts page will reflect the changes made in HubSpot via the sync process.  

For other CRM customers, see Updating Contracts: How to make changes to contracts in ScaleXP (not using ScaleXP Invoicing) 

This article provides an overview for ScaleXP Invoicing customers of how to:

• Add an invoice to a contract
• Remove an invoice from a contract
• Merge contracts
• Split a contract
• Delete contracts
• Change contract start date
• Change contract end date
• Change contract values

To find out how to view the contracts you have, see View your Contracts: An overview of Contracts in ScaleXP .

To get started, select Customers (in the top nav bar) then Contracts. 

To learn how to create a new contract, see How to add a Contract. 

To add an invoice or credit note to a contract:

Add the invoice in HubSpot using the Invoicing module.

This can be:

• adding a new one-off or repeating invoice created in HubSpot Invoicing
• linking an invoice that already exists in your accounting system
• creating a credit note in your accounting system and then linking it to an existing invoice or deal

See details in How to add an accounting invoice to a HubSpot deal. 

Sync to add to ScaleXP and your accounting system.

The current deal value will update automatically to the new invoice total.

The deal end date will change to the latest end date of the included invoices.

To modify an invoice associated with a contract

Modify the invoice or repeating invoice in your accounting system first, then allow to sync with HubSpot and ScaleXP.

To remove an invoice or credit note from a contract

This applies to both issued and future invoices.

If deleting an existing invoice or repeating invoice, do so in the accounting system, then sync to update HubSpot.

If just removing from the deal, do so in HubSpot Invoicing.

• Delete the invoice in HubSpot using the Invoicing module.
• Sync to remove from ScaleXP and your accounting system.

The current deal value will update automatically to the new invoice total.

The deal end date will change to the latest end date of the included invoices.

To move an invoice or credit note from one contract to another

This applies to both issued and future invoices.

This applies to both issued and future invoices.

Change customer details in the accounting system first, if required.

Then remove from one deal and add to another, as above.

The current deal value will update automatically to the new invoice total.

The deal end date will change to the latest end date of the included invoices.

To merge contracts:

Each Contract can have only one accounting customer, so ensure this is possible first.

Merge deals in HubSpot, then sync.

To split contracts: 

Create a new deal (contract) in HubSpot.

Move invoices:

• Remove invoices from the contract (see above)
• Add invoices to the new contract (see above)

Modify issued invoices in your accounting system, then sync.

Modify future invoices in HubSpot, then sync.

To delete contracts:

Delete the deal in HubSpot, then sync with ScaleXP.

To change contract values:

Current contract value updates automatically based on the total value of all associated invoices.

Original Contract Value

Original Contract Value comes from HubSpot.

It is converted at the FX rate in HubSpot.

It is not editable.

Current Contract Value

Current Contract Value is the total of all invoices attached to the deal in HubSpot Invoicing.

It updates automatically.

See above for how to add, delete, or modify associated invoices.

In a consolidated company, the current value is set in the currency of the subsidiary's accounting system, then translated to the parent company using the invoice rates table at the parent company.

See FX Rates: What foreign exchange rate is being used? 

To change the Contract Start Date

This generally remains fixed.

The Start Date is initially defined by the mapping you did when you added HubSpot to ScaleXP – after that, it must be manually adjusted in both places (it doesn't sync after initial creation).

You can adjust this mapping on the HubSpot configurations page — see How to connect HubSpot, Salesforce or Pipedrive to ScaleXP and use CRM Data in ScaleXP reporting (Step 2).

If no field is mapped, the deal close date is used instead.

The date can be modified in ScaleXP for an individual deal if required.

To change the Contract End Date

This automatically updates to reflect the latest end date of associated invoices