How to add an invoice to a contract if you are not using ScaleXP Invoicing

Table of Contents

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

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

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

Click on “Add issued invoice” or “Add Pending Invoice”
For an issued invoice, select from the invoices issued to that accounting customer.
For a pending invoice, fill in the Start Date and End Date and Invoice Amount.
In either case, the new invoices will automatically be added to the total Contract Value after saving.

Getting Started