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Accounting & invoicing
Accounting & invoicing
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Xero Integration, Invoice field data missing

Hello,

We are having issues with Xero invoicing within Pipedrive. 

We create an invoice but the contact details (name, address etc) won't populate into the fields in the Xero app within Pipedrive. 

Frustrating and time consuming to manually enter. Hopefully we can find a fix here?

Thank you.

Hugo

Planned: Invoicing to gain new abilities 🧾 🚀

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:

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CRM Requirments

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