Billing Contacts for Organizations/Deals

William Kelly

Hi!

How does PipeDrive designate a billing contact for an organization/customer and/or an opportunity/deal?

Do we need to create custom fields at the Organization level? Or do we designate one of the connected people contacts as the billing contact?

The context of this is that we're integrating SaasOptics with our QuickBooks and Pipedrive. Getting a billing contact that is synched through these various platforms is important in our invoicing workflow.

Thanks for any insight!

 

Boris Tsibelman

It doesn't designate anything. You would need to make a custom field and assign it through the custom field when setting up the integration. 

Inês Batata

Boris Tsibelman said:

It doesn't designate anything. You would need to make a custom field and assign it through the custom field when setting up the integration. 

Hi @William Kelly !

In addition to what @Boris Tsibelman mentioned, you can also learn more about how to set this up here: Pipedrive Integration: Quickbooks. 🚀