Billing Contacts for Organizations/Deals

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William Kelly
William Kelly Member Posts: 10
First Comment
edited July 2022 in Apps and Integrations #1

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!

 

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