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.
-
Getting Started
-
View By Section
-
Achieve Business Outcomes
-
Data and Integrations
-
Most popular
- ScaleXP Invoicing: HubSpot Set Up - Step 1 of 2 - Installing
- Customers tab: where to configure and review revenue and customer information, MRR, ARR
- ScaleXP Invoicing: Automations with HubSpot workflows
- Configuring your revenue data upon initial setup
- Basic setup: Settings to configure when getting started
- How to configure your P&L and Balance Sheet in ScaleXP (single company)
- How ScaleXP reads dates
- How to add a budget or forecast