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ScaleXP Invoicing: Create a Xero Invoice from HubSpot

A tutorial on how to create your first Xero invoice from HubSpot, using ScaleXP Invoicing. For this article, we'll assume...

July 14th, 2025 20 views 0 likes
ScaleXP Invoicing: Using Invoice Data in HubSpot

One of the most powerful features of ScaleXP Invoicing is the data that gets sent back to HubSpot about...

July 14th, 2025 23 views 0 likes
ScaleXP Invoicing: Users and Permissions

Who can do what using ScaleXP Invoicing - and how you can control access. At a glance One of the...

July 14th, 2025 23 views 0 likes
ScaleXP Invoicing: How to use Products in Xero and HubSpot

Find out how to use Xero and HubSpot products with ScaleXP Invoicing for accurate reporting and even easier invoice creation!...

July 14th, 2025 27 views 0 likes
ScaleXP Invoicing: HubSpot's Xero Data Sync app

One of the most under-appreciated features of HubSpot is Data Sync - a suite of built-in apps which provide powerful,...

July 14th, 2025 22 views 0 likes
ScaleXP Invoicing: How to create split invoices in HubSpot

This guide walks you through how to split a HubSpot quote or deal into multiple invoices. Whether that's as part...

July 14th, 2025 26 views 0 likes
ScaleXP Invoicing: Automate deals when you have multiple pipelines

ScaleXP Invoicing makes it easy to automate your deal stages based on the invoice status right inside your preferences, but...

July 14th, 2025 25 views 0 likes
ScaleXP Invoicing: How to use HubSpot workflows to create Xero invoices

Looking for a way to fully automate your invoicing process with HubSpot and Xero? ScaleXP Invoicing's new workflow feature is...

July 14th, 2025 19 views 0 likes
ScaleXP Invoicing: How to sync your Xero contacts with HubSpot

Making sure your contacts match up is essential to a successful integration between Xero and HubSpot. Read on to find...

July 14th, 2025 29 views 0 likes
ScaleXP Invoicing: Xero Accounts and Taxes in HubSpot

Accounts, Products and Taxes are three of the most important parts to get right when creating Xero invoices in HubSpot....

July 14th, 2025 18 views 0 likes
ScaleXP Invoicing: HubSpot and Xero integration best practices

So you’re using ScaleXP Invoicing to help integrate your HubSpot CRM platform with your Xero accounting system, but you want...

July 14th, 2025 21 views 0 likes
Invoice Matching/Booked vs. Billed

ScaleXP allows you to match issued invoices to Closed Won deals/opportunities. This provides accountability to help avoid revenue leakage and...

July 14th, 2025 28 views 0 likes
How to add users to ScaleXP invoicing and give them access to the invoicing dashboard

To add new admin users to ScaleXP invoicing, go to the ScaleXP Invoicing Dashboard: app.scalexp-invoicing.com/ Click "Manage Users" in...

July 14th, 2025 16 views 0 likes
How to move an invoice from one deal to another

To move an invoice from one deal to another, go to Contracts on the Customer tab. Find the customer with...

July 14th, 2025 14 views 0 likes
How to re-issue invoices in ScaleXP invoicing

If, to change an invoice, you need to issue a credit note rather than void or change an invoice, follow...

July 14th, 2025 16 views 0 likes
How to find back-dated invoices / invoices which impact prior months

How does ScaleXP recognise back-dated revenue? For purposes of Revenue Recognition, MRR, and ARR reports, ScaleXP will always recognise revenue...

July 14th, 2025 18 views 0 likes

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ScaleXP Invoicing

ScaleXP Invoicing: Create a Xero Invoice from HubSpot

ScaleXP Invoicing: Using Invoice Data in HubSpot

ScaleXP Invoicing: Users and Permissions

ScaleXP Invoicing: How to use Products in Xero and HubSpot

ScaleXP Invoicing: HubSpot's Xero Data Sync app

ScaleXP Invoicing: How to create split invoices in HubSpot

ScaleXP Invoicing: Automate deals when you have multiple pipelines

ScaleXP Invoicing: How to use HubSpot workflows to create Xero invoices

ScaleXP Invoicing: How to sync your Xero contacts with HubSpot

ScaleXP Invoicing: Xero Accounts and Taxes in HubSpot

ScaleXP Invoicing: HubSpot and Xero integration best practices

Invoice Matching/Booked vs. Billed

How to add users to ScaleXP invoicing and give them access to the invoicing dashboard

How to move an invoice from one deal to another

How to re-issue invoices in ScaleXP invoicing

How to find back-dated invoices / invoices which impact prior months