Pipedrive's own Invoice tool that can load in product details

Jade Genga
Jade Genga Posts: 8
Photogenic First Anniversary

So needed!!!

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  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited March 2021 #2

    With PD you can generate the invoice document, but you wouldn't be able to collect on it.

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

    Hi @Jade Genga , check out our Invoicing feature, I think it will make you happy :)

    Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic. 🔎

     

  • Jade Genga
    Jade Genga Posts: 8
    Photogenic First Anniversary
    edited March 2021 #4

    @Inês Batata  Thanks for sending this. I have already tried using both app integrations for this Invoicing feature, but it is not customizable enough for us. Also, when we want all of our sales people to be able to create Invoices, but not view our Quickbooks or Xero accounts, we are very limited within these integrations. I'd love to be able to have a Pipedrive Invoice (not an integration) that is customizable and accessible to all our employees without having to integrate an extra app with additional charges for every person.

  • Jade Genga
    Jade Genga Posts: 8
    Photogenic First Anniversary
    edited March 2021 #5

    @Boris Tsibelman Exactly! We are currently using the Documents feature (which is wonderful) for Invoices, but 1) We're unable to collect on them and 2) the "Deal Total" calculation does not include tax. But otherwise, we really enjoy that feature.