Planned: Invoicing to gain new abilities 🧾 🚀

Inês Batata

Create invoices using Pipedrive Products directly

See all invoices from Xero/QuickBooks in Pipedrive

Check consolidated financial information on customer level

Why?

To give you access to insights about an organisation's purchase history and payment status, and to make it easier to track and chase outstanding invoices. 
 

For whom?

Invoicing: all plans.

Products: Advanced, Professional and Enterprise.
 

How will it work?

• Create invoices using Pipedrive Products directly
• See all invoices from Xero/QuickBooks in Pipedrive
• Check consolidated financial information on customer level

 

Learn all about the Invoicing feature in Pipedrive in your preferred language.

 

🔮 Get notified about what’s coming down the line:

• Follow What's Planned? to know what we're working on currently and what’s to come.
• Follow What’s New? and don’t miss any new releases.
• Join our Research and Beta Testing channel to try out early versions and give us your opinion about new and improved features before they go live.

 

Please note: Pipedrive reserves the right to modify and update the features in the What's planned?  topic and does not communicate exact timelines for delivery.

Gresham Lochner

Could you guys also fix the "tax" related syncing between Pipedrive and Quickbooks?

Ashkan

How can we join the beta to use this? 

 

Jeremy Gulley_11062

REALLY excited for this one! 

Inês Batata

Ashkan said:

How can we join the beta to use this? 

 

Great to see your interest @Ashkan ! Join our Research and Beta Testing channel to try out early versions and give us your opinion about new and improved features before they go live.

Inês Batata

Gresham Lochner said:

Could you guys also fix the "tax" related syncing between Pipedrive and Quickbooks?

Hi @Gresham Lochner that's on the list too, stay tuned!

This is where we make all product update announcements, make sure to follow them:

• Follow What's Planned? to know what we're currently working on and what’s to come.
• Follow What’s New? and don’t miss any new release announcements.
• Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.

Mick Cronin

How long will it be before we can all use this? Especially interested in creating invoices using Pipedrive Products directly.

TobyClem

im a new customer. I've used several other lesser known CRMs in other industries  that have a very seamless integration with QB. I assumed that with all the features of Pipedrive that the same would be true. I didn't do my research because I thought that was industry standard.

while I’m grateful to see this post, I’m pretty disappointed that this functionality wasn’t available already. 
At the end of the day, it’s my fault for not doing my due diligence.

James Doty

Has this functionality been added? It would be great to see any outstanding invoices within Pipedrive, connected to QuickBooks Online. I remember this from Insightly and liked the feature there.

ItemTracker Software

Is there any update on this?  Specifically the Tax Exclusive option available on the add products to deal page?  I'm desperate for this functionality.