ScaleXP Invoicing: How to change invoice status preference in creating invoices from HubSpot to Xero

Paul Buckland
2025-07-18T09:40:40Z

When you first set up ScaleXP Invoicng, you will have chosen between two invoice status settings:

1. “Finance Team” which creates invoices in draft status for approval by finanance or

2. “Sales Team” which creates invoices in final approved status in Xero.

You can swtich between these settings at any time.

Just go to your Invoicing Dashboard: https://app.scalexp-invoicing.com/preferences and change your selection.