Renewals in ScaleXP are generated automatically from your contracts. This article helps you find the right guide for setting renewals up, keeping them updated, fixing errors, and reporting on them.
Renewals in ScaleXP are always based on ScaleXP Contracts. Before working with renewals, be sure you are happy with your setup in Contracts — see View your contracts: An overview of contracts in ScaleXP.
What is a renewal in ScaleXP?
Once a contract is created in ScaleXP, ScaleXP automatically generates a renewal for it. By default, the renewal mirrors the contract in terms of length and amount, starting at the end of the contract.
Find your renewals on the Customers tab > Renewals (left sidebar).
Set up renewals for the first time
Select your renewals pipeline in your CRM and configure your default renewal dates and values — see Renewals: Initial setup steps.
Keep renewals updated
Link or match renewals to CRM deals, and update renewal status as deals are lost or closed — see Updating renewals.
Fix an incorrect renewal
Update the amount, length, or dates on an expected renewal, and understand which contract fields are calculated automatically rather than editable — see How to fix an incorrect renewal.
Report on renewals
Show upcoming renewals and pending invoices alongside your issued revenue in a customers tab report — see How to add renewals and future invoices to the customers tab.