Add the invoice in HubSpot using the Invoicing module

This can be

• adding a new one-off or repeating invoice created in HubSpot Invoicing
• linking an invoice that already exists in your accounting system
• creating a credit note in your accounting system and then linking it to an existing invoice or deal

See details in How to add an accounting invoice to a HubSpot deal

Sync to add to ScaleXP and your accounting system

The current deal value will update automatically to the new invoice total.
The deal end date will change to the latest end date of the included invoices.

On the contracts page, edit the Contract and delete the invoice.

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

Pending (future) invoices created on this page will not be automatically linked to your accounting system; you will need to

• create them in your accounting system
• match them through Invoice Matching in ScaleXP

The current deal value will update automatically to the new invoice total.
The deal end date will change to the latest end date of the included invoices.

If deleting an existing invoice or repeating invoice, do so in the accounting system, then sync to update HubSpot.

If just removing from the deal, do so in HubSpot Invoicing

• Delete the invoice in HubSpot using the Invoicing module
• Sync to remove from ScaleXP and your accounting system

The current deal value will update automatically to the new invoice total.

The deal end date will change to the latest end date of the included invoices.

On the contracts page,

• Click the trash can or bin next to the invoice.
• This will move the invoice from the contract but the ‘Issued Invoice’ will remain in ScaleXP. (It will still appear in the Revenue Recognition and MRR reports.)

This applies to both issued and pending invoices.

The current deal value will update automatically to the new invoice total.

The deal end date will change to the latest end date of the included invoices.

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Change customer details in the accounting system first, if required

Then remove from one deal and add to another, as above

The current deal value will update automatically to the new invoice total.

The deal end date will change to the latest end date of the included invoices.

Change customer details in the accounting system first, if required

Then remove from one deal and add to another, as above

The current deal value will update automatically to the new invoice total.

The deal end date will change to the latest end date of the included invoices.

Merge deals in HubSpot, then sync.

• Open the relevant contract and move the invoices.
• Each invoice will need to be moved. See screenshot below.

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Create a new deal (contract) in HubSpot

Move invoices:

• Remove invoices from the contract (see above)
• Add invoices to the new contract (see above)

Modify issued invoices in your accounting system, then sync

Modify future invoices in HubSpot, then sync

• Create a new contract on the Contracts page

Move invoices: find the invoices to be moved to the new contract

• Delete the invoices from the initial contract (issued and pending)
• Add the invoices to the new contract (issued and pending)

Modify issued invoices in your accounting system, then sync

Delete the deal in HubSpot, then sync with ScaleXP.

• Find the contract on the Contracts page
• To delete the contract, click the trash can or bin as shown below.

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Original Contract Value comes from HubSpot

It is converted at the FX rate in HubSpot

It is not editable

Original Contract Value comes from your CRM deal if there is one

If not, it is the value entered manually for Contract Value on creation of the deal

Current Contract Value is the total of all invoices attached to the deal in HubSpot Invoicing

It updates automatically

See above for how to add, delete, or modify associated invoices

In a consolidated company, the current value is set in the currency of the subsidiary's accounting system, then translated to the parent company using the invoice rates table at the parent company. See FX Rates: What foreign exchange rate is being used?

Current Contract Value is the total of all invoices attached to the deal in Contracts

It updates automatically

See above for how to add, delete, or modify associated invoices

In a consolidated company, the current value is set in the currency of the subsidiary's accounting system, then translated to the parent company using the invoice rates table at the parent company. See FX Rates: What foreign exchange rate is being used?

• The Start Date is initially defined by the mapping you did when you added HubSpot to ScaleXP – after that, it must be manually adjusted in both places (it doesn't sync after initial creation)
• You can adjust this mapping on the HubSpot configurations page — see Step 2: Field Mapping, in How to Configure HubSpot in ScaleXP
• If no field is mapped, the deal close date is used instead
• The date can be modified in ScaleXP for an individual deal if required

• The Start Date is initially defined by the mapping you did when you added HubSpot to ScaleXP – after that, it must be manually adjusted in both places (it doesn't sync after initial creation)
• You can adjust this mapping on the HubSpot configurations page — see Step 2: Field Mapping, in How to Configure your CRM in ScaleXP
• If no field is mapped, the deal close date is used instead
• The date can be modified in ScaleXP for an individual deal if required