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            • Step 1: Install ScaleXP Invoicing in HubSpot
            • ScaleXP Invoicing: Create invoices automatically with HubSpot workflows
            • Revenue setup 1: Configure and validate revenue recognition
            • Step 2: Configure ScaleXP Invoicing
            • Prepayments 1: Select your prepayments
            • Expense setup 1: Prepare your accounts
            • Start here: Automate revenue journals
            • How to configure your P&L and balance sheet in ScaleXP (consolidated company)
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          Renewals and contract management

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            • 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 805 views 0 likes

            • How to add an invoice or repeating invoice to a contract (without ScaleXP Invoicing)

              This article describes how to add an existing invoice, an existing repeating invoice schedule or a manual future invoice to...

              September 25th, 2025 600 views 0 likes

            • Step 1: Install ScaleXP Invoicing in HubSpot

              Create your ScaleXP Invoicing account, connect HubSpot and your accounting system, and add the invoicing card to your deals. This...

              July 14th, 2025 2310 views 0 likes

            • Step 2: Configure ScaleXP Invoicing

              Tell ScaleXP Invoicing how your team invoices. These settings apply to every invoice created from HubSpot. Complete Step 1: Install...

              July 14th, 2025 2027 views 0 likes

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