This article provides an overview of how to:

• Add an invoice to a contract
• Remove an invoice from a contract
• Merge contracts
• Split a contract
• Delete contracts
• Change contract start date
• Change contract end date
• Change contract values

To find out how to view the contracts you have, see View your Contracts: An overview of Contracts in ScaleXP. 

To get started, select Customers (in the top nav bar) then Contracts. 

To learn how to create a new contract, see How to add a Contract. 

View and manage your contracts mainly on the Contracts page of ScaleXP as described below.

To add an invoice or credit note to a contract:

On the contracts page, edit the Contract and delete the invoice.

See details in How to add an invoice to a contract if you are not using ScaleXP Invoicing. 

future (future) invoices created on this page will not be automatically linked to your accounting system; you will need to:

• create them in your accounting system
• match them through Invoice Matching in ScaleXP

The current deal value will update automatically to the new invoice total.

The deal end date will change to the latest end date of the included invoices.

To modify an invoice associated with a contract

Modify existing issued invoices in your accounting system.

Modify future invoices on the Contracts page of ScaleXP.

To remove an invoice or credit note from a contract

This applies to both issued and future invoices.

On the Contracts page:

Click the trash can or bin next to the invoice.

This will move the invoice from the contract but the ‘Issued Invoice’ will remain in ScaleXP. (It will still appear in the Revenue Recognition and MRR reports.)

This applies to both issued and future invoices.

The current deal value will update automatically to the new invoice total.

The deal end date will change to the latest end date of the included invoices.

To move an invoice or credit note from one contract to another

This applies to both issued and future invoices.

Change customer details in the accounting system first, if required.

Then remove from one deal and add to another, as above.

The current deal value will update automatically to the new invoice total.

The deal end date will change to the latest end date of the included invoices.

To merge contracts:

To merge contracts, move invoices from one contract to the other.

Each Contract can have only one accounting customer, so ensure this is possible first.

If your customers are duplicated in your accounting system, these should be merged first, in your accounting system.

If you have a consolidated entity, merging customers must be done at the subsidiary level.  Customers can not be merged across accounting entities.

Open the relevant contract and move the invoices.

Each invoice will need to be moved.

Then merge contracts after moving invoices across by deleting the empty contract.

To split contracts: 

Create a new contract on the Contracts page.

Move invoices: find the invoices to be moved to the new contract.

Delete the invoices from the initial contract (issued and future).

Add the invoices to the new contract (issued and future).

Modify issued invoices in your accounting system, then sync.

To delete contracts:

Find the contract on the Contracts page.

To delete the contract, click the trash can or bin next to the contract name.

To change contract values:

Current contract value updates automatically based on the total value of all associated invoices.

Original Contract Value

Original Contract Value comes from your CRM deal if there is one.

If not, it is the value entered manually for Contract Value on creation of the deal.

Current Contract Value

Current Contract Value is the total of all invoices attached to the deal in Contracts.

It updates automatically.

See above for how to add, delete, or modify associated invoices.

In a consolidated company, the current value is set in the currency of the subsidiary's accounting system, then translated to the parent company using the invoice rates table at the parent company.

See FX Rates: What foreign exchange rate is being used? 

To change the Contract Start Date

This generally remains fixed.

The Start Date is initially defined by the mapping you did when you added HubSpot to ScaleXP – after that, it must be manually adjusted in both places (it doesn't sync after initial creation).

You can adjust this mapping on the HubSpot configurations page — see How to connect HubSpot, Salesforce or Pipedrive to ScaleXP and use CRM Data in ScaleXP reporting (Step 2, Map your data). 

If no field is mapped, the deal close date is used instead.

The date can be modified in ScaleXP for an individual deal if required.

To change the Contract End Date

This automatically updates to reflect the latest end date of associated invoices.