ScaleXP Invoicing: How to send invoices

To send invoices from your CRM, set ScaleXP Invoicing's permissions to Default, then send each invoice from the ScaleXP Invoicing widget on the deal or opportunity.

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1. Choose your permissions

1. In the ScaleXP Invoicing dashboard (app.scalexp-invoicing.com), go to Preferences > Create invoices.
2. Under Choose your permissions, select Default or Strict:
   • Default: "Invoices can be created in HubSpot and added to Xero as Draft or Approved. HubSpot users can approve and send invoices without logging into Xero."
   • Strict: "Invoices are created in HubSpot and added to Xero as Draft or Submitted for Approval, ready for the finance team to check and send. HubSpot users can't edit approved invoices or send invoices."
3. Click Save.

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2. Send an invoice

1. Open the deal in HubSpot or Pipedrive, or the opportunity in Salesforce.
2. Create the invoice in the ScaleXP Invoicing widget. It links to the customer in Xero or QuickBooks Online.
3. Send it to the customer from the widget, or leave it to send from Xero or QuickBooks Online.

For the full steps to create an invoice, see Step 4: Create your first invoice from HubSpot or Step 4: Send your first invoice from Salesforce.