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

For an overview of ScaleXP's CRM integration, see An Overview of Subscription Management and Renewal Tracking in ScaleXP: Getting Started with CRM Integration .

If you need help setting up your initial connection and mapping, see CRM Integration: How to map CRM data 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 and its invoicing, for example:

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

How to create Contracts in ScaleXP

There are three possible ways to create a Contract in ScaleXP

1. Automatically via ScaleXP Invoicing
2. By matching CRM deals to accounting invoices in Invoice Matching - see Invoice Matching (Booked vs Billed): How to Create Contracts in ScaleXP linked to your Invoices and CRM Deals  
3. By adding manually and attaching to invoices on the Contracts page; see How to add a Contract. 

How to view Contracts in ScaleXP

Before they can be viewed, contracts must be created using one of the three methods described above.

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.