Planned: Invoicing to gain new abilities 🧾 🚀

Inês Batata
Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
2500 Comments Second Anniversary 5 Likes First Answer
edited August 15 in What's New #1
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Create invoices using Pipedrive Products directly
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See all invoices from Xero/QuickBooks in Pipedrive
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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:

 

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.

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Comments

  • Gresham Lochner
    Gresham Lochner Posts: 1
    edited February 25 #2

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

  • Ashkan
    Ashkan Posts: 2
    edited February 25 #3

    How can we join the beta to use this? 

     

  • Jeremy Gulley_11062
    edited April 2021 #4

    REALLY excited for this one! 

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 2021 #5
    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
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 2021 #6

    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
    Mick Cronin Posts: 1
    edited April 2021 #7

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

  • Toby_36621
    Toby_36621 Posts: 1
    edited April 2021 #8

    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
    James Doty Posts: 2
    edited April 2021 #9

    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
    edited March 3 #10

    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.