Invoicing / Billing / VAT

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…
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…
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…
how to check the monthly billing for pipedrive?
how to check the monthly billing for pipedrive?
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…
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
Integration fakturering
Hej! Vi arbetar strategistkt med Pipedrive och älskar detta! Det enda vi önskar är bättre eller fler integrationer för Fakturerering. Vi använder Wint idag. Är det någon som gjort en integration mot betalningssystem?
Feedback on a Hackathon Idea (If it wins, we can build it in PD) 💡❗
Hi, I am Ambar, Product Manager at Pipedrive. We are working on a cool idea for Hackathon in Pipedrive. Our idea is called client portal. Basically, salespeople or account managers can share files, notes, documents or invoices with their client. And clients can create an account in PD and see all the communication. Clients…
Xero
We understand the integration between Pipedrive and Xero, we've read your documentation and materials in your website too, (Some of the links we looked at : https://www.pipedrive.com/en/blog/pipedrive-xero-integration AND https://www.pipedrive.com/en/features/xero-crm-integration). So we understand if we create an invoice…
Quickbook Invoicing: How to create an invoice in Pipedrive that aligns with products in Quickbooks?
I imported products from Quickbooks into Pipedrive Products so they match. But when I create an invoice in Pipedrive it doesn't match Products. It list as all the same products. Anyone have luck with this without paying $15 month for SyncQ? Anyone using Automate.io? @Ashutosh Cheulkar would Automate.io be able to solve…
Pandadoc integration
Hi I am trying to create a Pandadoc document that has pricing tables populated by the Products attached to the Deal in Pipedrive. I need to find a way of pointing Products to different pricing tables in the Pandadoc document based on their Category defined in Pipedrive. For example Products with Category "monthly" goes to…
Skicka fakturautkast direkt från Pipedrive
I veckan fick jag en fråga från ett företag om det går att fakturera direkt från Pipedrive. Jag vet att på Pipedrive Marketplace finns en hel del appar som hanterar just detta. Kollade runt lite på kundrecensioner och många var missnöjda. Men varför inte en gång för alla utreda detta för mitt eget bolag? Resultat: Nu…
Plans for different users?
Hi, can I use different plans for different users?
Billing Contacts for Organizations/Deals
Hi! How does PipeDrive designate a billing contact for an organization/customer and/or an opportunity/deal? Do we need to create custom fields at the Organization level? Or do we designate one of the connected people contacts as the billing contact? The context of this is that we're integrating SaasOptics with our…
Pipedrive and Xero constant fail connection
Hi everyone, need help on fixing the connection between pipedrive and xero. They are constantly disconnected and I don't understand why
ProCountor integrointi
Tietääkö kukaan onko Pipedriveen olemassa jo toteutettua laskutus integrointia ProCountor taloushallinnon ohjelmaan? Tämä poistaisi yhden työvaiheen laskutuksessa, mikäli kaikki tiedot ovat Pipessä oikein ja ne saataisiin siirrettyä automaattiseesti / napin painalluksella ProCountoriin.…
has anyone used the quickbooks integration app? how well does it work?

Invoicing / Billing / VAT

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