Edit an expected renewal's value and dates on the Renewals Config page, and fix an existing contract's value or end date by changing the invoices attached to it.
Before you start
- Renewals set up: see Renewals: Initial setup steps.
- Read Updating renewals first.
The expected renewal shows the wrong amount, dates, or length
Fix:
- Go to the Customers tab > Renewals (left sidebar) > Config.
- Find the expected renewal row for the customer.
- Under the expected renewal columns, edit Contract Value, Contract Start Date, or Contract End Date as needed.
- Each change saves automatically as you edit the cell; there is no Save button.
For an early or mid-term renewal (for example, terminating the current contract before its natural end date and starting a new one on different terms), enter the correct start date, end date, and value here so ScaleXP recognizes revenue across the right months.
Note: Check with your accountant on the revenue recognition treatment for the transition period, since ScaleXP will recognize revenue straight-line across whatever dates and value you enter.
The existing contract shows the wrong value or end date
The current contract's Contract Value and Contract End Date are not editable directly: they are calculated from the invoices attached to that contract.
Fix:
- Edit the invoices attached to the contract instead:
- If you use ScaleXP Invoicing, make the change in the ScaleXP Invoicing panel on the deal (HubSpot or Pipedrive) or opportunity (Salesforce), then sync. For HubSpot, see Updating contracts: How to make changes to contracts in ScaleXP (using ScaleXP Invoicing).
- If you don't use ScaleXP Invoicing, make the change on the Contracts page in ScaleXP - see Updating contracts: How to make changes to contracts in ScaleXP (not using ScaleXP Invoicing).
The contract start date generally stays fixed once set, but can be adjusted for an individual deal in ScaleXP if required - see the articles above for details.
ScaleXP shows different dates or a different status than your CRM deal
Fix:
- Confirm the renewal is matched to the correct deal - see Updating renewals.
- Confirm the deal's pipeline is included in your CRM configuration - see CRM integration: how to map CRM data in ScaleXP.
- Confirm the deal has synced since the last change - a mismatch often just means the sync hasn't run yet.
Why you can't edit some fields directly
ScaleXP treats two things differently, and it's easy to confuse them:
- The expected renewal (the forecast row for the next contract period): its Contract Value, Contract Start Date, and Contract End Date are entered directly and are fully editable.
- The existing contract (the current, active deal): its Current Contract Value and Contract End Date are calculated automatically from the invoices attached to it, so they cannot be typed over directly. This is why the contract end date field is often not clickable: it updates only when the underlying invoices change.