This article explains how to view and manage your contracts in ScaleXP.

Contracts reflect the entire invoice schedule for a contract with your customer.   If you are using ScaleXP Invoicing, these contracts will be set up automatically for you.  

Contracts support management of renewals and sales forecasts in ScaleXP.

Once you have created your contracts, you are ready to manage your renewals schedule.  See  View/Manage your Renewals Schedule.

What is a contract in ScaleXP?

Contracts in ScaleXP hold information about an individual customer deal or subscription, for example:

• contract start date
• contract end date
• past invoices
• future invoices
• associated accounting customer
• billing term
• billing frequency

Contracts are created automatically from HubSpot deals when using ScaleXP Invoicing.  

They can also be created directly in ScaleXP.  To learn how to create a new contract, see How to add a Contract. 

How to view Contracts in ScaleXP

Go to Customers (Top Navigation Menu) > Contracts (Left Sidebar)

Here you'll see a list of existing Contracts which you can filter by Customer or by Contract Status.

Save your filtered view using “Save Filters” (right side of page).

Use “Configure Columns” (right side, below “Save Filters”) to select the columns you wish to view on the page.