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View / Manage your Renewals Schedule

This explains how to view and manage your renewals schedule in ScaleXP. Renewals in ScaleXP are always based on...

July 14th, 2025 276 views 0 likes
View your Contracts

Contracts in ScaleXP hold information about an individual customer deal or subscription. Each Contract contains parameters about an individual agreement...

July 14th, 2025 281 views 0 likes
Updating Contracts: How to make changes to contracts in ScaleXP

This article provides an overview of how to: Add an invoice to a contract. Remove invoices from a contract. Merge...

July 14th, 2025 258 views 0 likes
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 229 views 0 likes
Invoice Matching/Booked vs. Billed

ScaleXP allows you to match issued invoices to Closed Won deals/opportunities. This provides accountability to help avoid revenue leakage and...

July 14th, 2025 214 views 0 likes
How to move an invoice from one deal to another

To move an invoice from one deal to another, go to Contracts on the Customer tab. Find the customer with...

July 14th, 2025 183 views 0 likes
How to add an invoice to a contract if you are not using ScaleXP Invoicing

See Updating Contracts: How to make changes to contracts in ScaleXP for an overview of making changes to contracts. To...

September 25th, 2025 66 views 0 likes