To see a summary of invoices which have been added manually within ScaleXP, go to the Customers tab, then, where it says 'No filter' at the top of the page, select the filter for 'Invoices added in ScaleXP.' See screenshot below.
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- Customers tab: revenue recognition, MRR, ARR and customer reporting
- ScaleXP Invoicing: HubSpot Set Up - Step 1 of 2 - Installing
- ScaleXP Invoicing: Automations with HubSpot workflows
- Prepaid Expenses: Best Practices and Quick Start Guide
- How to configure your P&L and Balance Sheet in ScaleXP (single company)
- Configuring your revenue data upon initial setup
- How to automate prepaid expenses: Setting up prepaid expenses in ScaleXP
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