Paid Invoices

HG
HG Member Posts: 4 NEW MEMBER
First Comment
edited June 9 in Sales CRM #1

Is there any way of highlighting if an invoice has been paid… I'm sure there was a function previously?
It would be nice to be able to view this in the deal forecast view so both finance and sales account managers can see what has been paid and what is outstanding.

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  • Anchoright
    Anchoright Member Posts: 13 VERIFIED MEMBER
    First Answer Name Dropper First Anniversary First Comment
    #2 Answer ✓

    I've done this in one of two ways through the deals. One was to have a final deals stage of "invoice paid", the other was a custom field with the options of "to be invoiced, due, paid". Not sure if either helps much as I didn't use Pipedrive to raise the invoices, just to track them.

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  • HG
    HG Member Posts: 4 NEW MEMBER
    First Comment
    #3

    That's great, thank you.
    I have created a label to show as 'paid', which now gives me visibility both within the deal and on the forecast view 🙂

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