When to use this

The revenue leakage page automatically checks your closed won CRM deals, renewals, contract schedules, accrued revenue, and approved accounting invoices against the invoices you have actually issued — surfacing every item of uninvoiced or under-invoiced revenue in one place. Use it each month to make sure every sale has been fully invoiced before you close the books.

Step 1. Open the revenue leakage page

1. Go to the Customers tab.
2. In the left sidebar, scroll to the CRM section and select Revenue Leakage.
3. Use the month selector at the top right to choose the month you want to review.

Step 2. Review flagged items on the missing invoices tab

The Missing Invoices tab opens by default. Two summary cards at the top show the position for the month: Flagged this month (the number of items requiring action) and Value at risk (the total uninvoiced revenue). The cards always match the table below them.

ScaleXP flags items from every source where revenue can leak:

• Closed won CRM deals with no invoice
• Closed won CRM deals with only a draft invoice
• Renewals with no invoice
• Contract schedules where the billing date has passed
• Accrued revenue not yet invoiced
• Invoices approved in Xero or QuickBooks but never sent

Each row shows the customer and deal, the source, the invoice in your accounting system (where one exists), a status badge, the variance (the uninvoiced amount), and the reason it was flagged — for example "Closed Won, no invoice", "Billing date passed", or "Approved, not sent".  All amounts are shown in your base currency.

Step 3. Filter and configure the view

Narrow the list using the filters at the top:

• Source — for example accounting, accrued revenue, contract, CRM deal, CRM renewal
• Pipeline — focus on specific CRM pipelines, such as your renewals pipeline
• Your custom Deal Tags — setup found here
• Status — for example: draft, not sent or accrued
• Show Dismissed/Kept — toggle to include items you have already dismissed or kept

Click Save Filters to keep your selection for next time, and Configure Columns to choose which columns appear in the table.

Step 4. Take action on each item

Select the Action menu on any row. The actions offered depend on the item's status:

• Create invoice — opens the CRM deal so you can raise the invoice
• Approve & send / Send invoice — opens the invoice in Xero or QuickBooks to send it
• Link existing invoice — connect the deal to an invoice that already exists, via ScaleXP Invoicing in Salesforce or HubSpot or via the invoice matching page
• Accrue — recognize the revenue now as an accrual; see how to automate accrued revenue journal posting
• Dismiss — remove the item from the list, recording your reason for a full audit trail

Dismissed items stay available at any time via the Show Dismissed/Kept toggle, together with who dismissed them and when.

Step 5. Reconcile every closed won deal

Switch to the CRM Deals Closed Won tab to see a full reconciliation of every deal closed won in the month. Each deal carries a status: Invoiced, Pending, Partial, or Missing. An action button appears wherever a deal still needs attention, so you can work through the list until every deal for the month is fully invoiced or accrued.

Related Articles

• Invoice Matching (Booked vs Billed): How to Create Contracts in ScaleXP linked to your Invoices and CRM Deals
• View your Contracts: An Overview of Contracts in ScaleXP
• View / Manage your Renewals Schedule
• How to Auto-Link Renewal Deals in ScaleXP
• How to automate accrued revenue suggestions as part of revenue recognition
• How to release accrued revenue
• I am missing an invoice or transaction, what do I do?