Recurring Subscription - Invoice to Xero

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Tom Barrett
Tom Barrett Member Posts: 3
edited July 2022 in Sales CRM #1

Hi All.

I wanted to make use of the recurring subscription and the creation of invoices from within Pipedrive.

Ideally, the details of the subscription (let's say £5 each month for 12 months) is created within the Pipedrive Subscription Section and when that date comes the sales invoice is generated by Pipedrive and pushed to Xero.

I can then integrate gocardless to collect the DD from the invoice in Xero.

I'm struggling to see how the recurring subscription part of Pipedrive talks to the 'invoice' section of Pipedrive? The invoice section just appears to be a manual process each time?

 

Any ideas?

 

Thanks

Tom

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 843
    5 Likes First Anniversary First Answer Combo Breaker
    edited May 2021 #2
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    It only works with the products, not the recurring subscriptions 

  • Tom Barrett
    Tom Barrett Member Posts: 3
    edited May 2021 #3
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    OK, so what functionality does the recurring subscriptions have?

    All I can see is that it appears in a revenue report, nothing else. Am I able to make use it of it at all?

    Thanks 

    Tom 

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