Invoicing

Pennylane to Pipedrive
Bonjour, Je cherche à relier Pipedrive à mon logiciel de facturation Pennylane pour créer automatiquement devis/factures à chaque fois qu'un prospect change d'étape dans le pipe commercial. Je vois qu'il y a 2 possibilités l'API (j'ai un développeur en interne) ou directement via Zapier. L'un de vous a t'il déjà testé…
ADD Taxes into the total amount of the deal
If I select a product with tax included in my products, the tax appears to be included, but the partial and total amount always remains the same! In this way, every single value of the deal will be wrong because the taxes are not correctly marked in the total. In this case the amounts of the products must necessarily be…
Any chance we get a Tax exclusive option for deals anytime soon?
I'm aware this has been asked before. There even seems to have been a "coming soon" marker in the UI at some point two years ago, but the option isn't available to me. So I'm bringing this up again. Any chance we get this soon? Otherwise the whole Deal pricing thing doesn't really work for us in a B2B context... Past…
[CLOSED] Looking for Testers: We're building an Invoicing & Payments solution!
Hi all! 👋🏻 I’m Natasha, a product manager working on an invoicing and payments solution in Pipedrive. If you’ve given feedback or shown interest in this area, we may have already spoken at some point this year - so hello again 🙂 If you’re hearing about it for the first time - here’s a brief overview: We’re exploring how to…
Feature Request: Standardised product notes
Hello, I have a request and would be very happy if this could be implemented in the future. We would like to send offers and invoices via Pipedrive. To do this, we need to add the respective products to our deal. As we are a service provider, our item contents are mostly different, as we delete or add services depending on…
No Reference field when creating invoice into Xero
I am connecting to Xero successfully and I have noticed there is no field for reference when I go and create an invoice within Pipedrive. Am I missing something? Ideally I want the Deal ID to populate the reference field in the Xero invoice. Zapier seems unable to do this (edit a draft/submitted for approval invoice) post…
Revenue Subscriptions connected to selected Products with Invoiced: Recurring.
It's great to have the new Subscription option for Recurring revenue in a Deal. However, this is not linked to any Products. Products also have an option to set for 'Recurring' or 'One-off' - It would be awesome if you set these and add them to your Deal, it will accumulate the in the Subscription, where it would count the…
Okresowe zadania po sprzedaży
Cześć, Sprzedaje usługi w formie umów o stałej współpracy. Końcem procesu sprzedaży jest dla mnie pierwsza faktura. Jak radzicie sobie z pilnowaniem działań okresowych, np fakturowanie, raporty itp, dla zakończonych sprzedaży? Pozdrawiam, Marceli
Faktury - czy da się?
Dzień dobry Szanowni Państwo. Czy ktoś z Państwa ma doświadczenie z integracją z jakimś rozwiązaniem do faktur. Wiele rzeczy ogarnąłem albo przynajmniej wiem, że „da się”. Ale faktury nie wiem. Jeśli ktoś chciałby pomóc oczywiście odpłatnie, albo dać wskazówkę, to byłbym wdzięczny. ps zitegrowałem z xero, co trudne nie…
QuickBooks Custom Fields?
Does anyone know of a way to map the Custom Fields in a QuickBook invoice to PipeDrive fields with the PipeDrive invoicing feature? Currently use SyncQ but would like to use PipeDrive for a few reasons.
Quickbooks Integration-Would love to learn from others
I am trying to "sell" to our finance office why there's value in integrating our Quickbooks with PIpedrive but would love to talk to some people who have this integration setup. One of our biggest pain points is Sales Reps and Account Managers not knowing if invoices have been sent/paid so there's a lot of back and forth…
Frequency by Product - One time, Monthly Quarterly etc.
Need to be able to forecast revenues by product. Add a field for frequency on each product line. Allow user to choose each product as: one time, weekly, bi-weekly, semi-monthly, monthly, quarterly, annually, and ideally custom frequency like every X weeks, every X months. While you're at it allowing each product to have a…
Planned: Invoicing to gain new abilities 🧾 🚀
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…
Quickbooks Integration
We absolutely love that we have the ability to create and view Quickbooks invoices from Pipedrive. The one drawback is only one member of the team is able to view and see status. This would be super helpful if our sales and production team could see this as well. Hoping this is in the works and will be available soon!
How to Rebuild and Verify Data Files in QuickBooks Desktop
Verifying and rebuilding data utility in QuickBooks desktop can help in fixing various errors that might be experienced in QuickBooks often. One can experience data issues within the company file, which can be easily rectified using verifying and rebuilding data utility. The verify data tool self identifies and consider…
PIPEDRIVE - QUICKBOOKS
Hello, I would like a feedback regarding the Pipedrive - Quicbooks integretion. Would it possible to send the desired fields from a Pipedrive deal to a Quickbooks invoice ? Some custom data created in Pipedrive must be displayed in my invoice Is there a way to send the invoice Number generated by Quickbooks to the…
New: Updated invoicing integrations with Xero & Quickbooks 🧾 💰
What? You can now manage your invoice lifecycle even better than before, without having to leave the Pipedrive interface: * Import your products from Xero/Quickbooks into Pipedrive using import data * Create and link contacts to Xero/Quickbooks directly from the Pipedrive Invoice form * Get an overview of your previously…
Xero Integration - Invoice Only Role
It would be great if the XERO - Pipedrive integration would work for XERO users that are Invoice Only "https://central.xero.com/s/article/Invoice-Only-user-role". This integration currently only support ADVISOR and STANDARD users. Most Sales Rep have access to Xeros only to create invoices. It does not make sense for us to…
Xero Integration
Hi, Are there any plans to be able to have multiple Xero companies connected to your Pipedrive account? We manage multiple brands and currently I can only use the invoicing flow for one of them which is a bit of a challenge.
Beta testers wanted: new version of Xero and Quickbooks integration
Hi everyone, We've been making some big improvements to the Invoicing integration features with Xero and Quickbooks, making it easier for you to create invoices using Pipedrive products, creating and linking contacts, and giving you the option to pull in aggregated info and invoices created in Xero or Quickbooks. Right not…
Basic products sold booking system
Does PD allow you to input products sold data with or without an API? we sell various software solutions for periods of time and we want to record in PD and use this data for forecast reports and invoicing. Thanks
Quickbooks or Xero integration - or either - any good?
I am looking to purchase one of the invoicing apps (quickbooks or xero) and wondered what everyone's thoughts were on which one to go for, for things like; cost, ease of use, costs going forward - with growth of business in mind, do any allow more than one user interface, receipts, deposits, payments etc.... I look forward…
Problem creating quotes
I use pipedrive for CRM. I use Xero for accounting management. I am trying to find a way to send a quote in Pipedrive. Once a quote is accepted I will send the client an invoice for their product. Seems easy but the staff at PIpedrive have not helped in 8 months. I am looking to move on to make my life easier. If you can…
Automations attachment trigger
It would be nice to trigger an email automation with attachments. So for example when I upload an invoice an automatic Email is send. Or I upload an attachment and I trigger the automation with an activity and the email template adds the attachment automatically.
Auto fill Invoice
When creating a deal and inputting the items and pricing it would be nice to carry that information over into the invoice function so that the information does not have to be manually put in again. https://www.loom.com/share/f84c64cc0b5b460985879aba16561cf0
Pipedrive's own Invoice tool that can load in product details
So needed!!!
Products / Invoicing / Subscriptions
I've added various products and linked them to all open and won deals. These are tiered membership rates for our organisation. However, when I go to set up the subscription/payment details for each won deal I have to manually input the data - can this be linked to products so that it is completely automatically?

Invoicing

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