Create your ScaleXP Invoicing account, connect HubSpot and your accounting system, and add the invoicing card to your deals. This takes about 10 minutes.
You need:
- A HubSpot user who is a Super Admin or has the App Marketplace Access permission.
- A Xero or QuickBooks Online user who can connect apps.
If you don't have these permissions, you can invite a colleague who does at each step.
1. Create your ScaleXP Invoicing account
- Go to app.scalexp-invoicing.com/register.
- Choose Set up a 21-day Trial, enter your company details and click Start Trial. If a colleague already has an account, choose Join an existing account instead.
If you or a teammate have had a trial before, contact support@scalexp.com instead of starting a new one. Each HubSpot account and accounting organization can only be connected to one ScaleXP Invoicing account, and duplicate trials are the most common cause of setup problems.
2. Connect HubSpot
- Click Connect HubSpot and log in to HubSpot.
- Choose your HubSpot account and grant access.
ScaleXP Invoicing can now read your deals, contacts, line items and quotes, and it adds a set of invoicing properties to your deals. You can check or update the connection later under Connections > HubSpot in the dashboard.
3. Connect Xero or QuickBooks Online
- Click Connect on your accounting system.
- Log in, choose the organization to link and grant access.
ScaleXP Invoicing can now read your settings and contacts, create invoices and receive invoice and payment updates. It only makes changes when someone creates or updates an invoice. You can check the connection under Connections > Accounting.
If you invoice from more than one organization, connect one now and see How to link multiple Xero or QuickBooks accounts to HubSpot for the others.
4. Add the invoicing card to your deals
The dashboard shows you how to add the Create Invoices card to your deal pages:
- Click Open HubSpot settings to go to the app cards page.
- Find the Create Invoices card and click Manage locations.
- Turn the card on for Record page > Right sidebar.
For more help, see ScaleXP Invoicing: Managing app cards in HubSpot.
5. Check the card on a deal
- Open any deal in HubSpot.
- Find the ScaleXP Invoicing card in the right sidebar. New cards are added at the bottom, so drag it near the top.
- We recommend hiding HubSpot's own Payments, Subscriptions and Invoices cards to avoid confusion.
Next, go to Step 2: Configure ScaleXP Invoicing.