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            • How to set up ScaleXP Invoicing (Step 1): Installing the invoicing module
            • ScaleXP Invoicing: Automating invoice creation with HubSpot workflows
            • Setup 1: Configure and validate revenue recognition
            • How to set up ScaleXP Invoicing (Step 2): Setup and data mapping with HubSpot
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          Renewals and contract management

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            • How to add a contract

              How to create a contract in ScaleXP Using ScaleXP Invoicing ScaleXP Invoicing creates contracts in ScaleXP automatically.  See how to...

              August 7th, 2025 800 views 0 likes

            • How to add an invoice or repeating invoice to a contract (without ScaleXP Invoicing)

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

              September 25th, 2025 596 views 0 likes

            • How to set up ScaleXP Invoicing (Step 1): Installing the invoicing module

              This guide covers connecting your HubSpot account to ScaleXP Invoicing, connecting Xero or QuickBooks, configuring the dashboard, adding the invoicing...

              July 14th, 2025 2288 views 0 likes

            • How to set up ScaleXP Invoicing (Step 2): Setup and data mapping with HubSpot

              This guide covers mapping your HubSpot products to Xero or QuickBooks, creating invoices from a HubSpot deal, and optimizing your...

              July 14th, 2025 2006 views 0 likes

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