No Reference field when creating invoice into Xero

Office_70338
Office_70338 Member Posts: 2 VERIFIED MEMBER
edited August 2022 in Apps and Integrations #1

I am connecting to Xero successfully and I have noticed there is no field for reference when I go and create an invoice within Pipedrive.

Am I missing something?

Ideally I want the Deal ID to populate the reference field in the Xero invoice.

Zapier seems unable to do this (edit a draft/submitted for approval invoice) post invoice creation either.

Problem/Issue: There is no reference field in the create an invoice section of Pipedrive.

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Answers

  • CarlosPD
    CarlosPD Posts: 40 VERIFIED MEMBER
    Second Anniversary 10 Comments 5 Likes First Answer
    #2

    Hey @Office_70338 !👋🏼

    I am not entirely sure if this is possible, but I do see you have been waiting sometime for a response. To investigate this further, can you reach out to support@pipedrive.com? We have a specialized team for this integration who can help confirm your options here. Hope this helps!

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