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

To add an invoice or repeating invoice to a contract if you are not using ScaleXP Invoicing

Select Customers (in the top nav bar) then Contracts. 

• Click on the pencil icon to after the contract name to edit it.

Then follow the steps below.

Issued invoice

To add a single issued invoice:

• Click Add Issued Invoice to add an invoice in your accounting system
• Select from the invoices issued to that accounting customer.
• Use the bin at the far right of the invoice to remove it from the contract
• Save your changes.

A series of invoices from a repeating invoice template

• To add a repeating invoice schedule:
  • select from the repeating invoice schedule issued to that account customer
  • repeating invoices can only be added or deleted as an entire group, not individually
  • invoices will be added for the next four years or at the end date, whichever is earlier
  • Use the bin at the far right of any repeating invoice to remove the entire set of future invoices from the contract
  • Save your changes.

An invoice not yet in your accounting system

• To manually add a future invoice 
  • Use for invoices not yet in your accounting system
  • Fill in the Start Date and End Date and Invoice Amount to create a future invoice manually.
  • Use the bin at the far right to delete the invoice from ScaleXP
  • Save your changes.

Save your changes

• After saving, the new invoices will automatically be added to the total Contract Value

Related articles

For an overview of making changes to contracts, see Updating Contracts: How to make changes to contracts in ScaleXP 

To find out how to view the contracts you have, see View your Contracts. 

See also How to add pending invoices to the Customers tab.