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Invoicing
Invoicing
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2 questions
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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:

RONALD TIAM FOOK
Owner of Octo School of Music

Please add this feature: Collect payments via messages sent to clients

I would like to see this feature where we can send clients a text message with a link to pay for services we offer. It notifies me when payment was done and updates this payment automatically in quickbooks so I don't have to do it in quickBooks.. I am using a CRM they just added this great feature. But I am switching to pipe drive because overall Pipe drive is far better. 

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?

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 from Pipedrive we can track the status of the invoice from Xero in Pipedrive. (Draft, Awaiting for Approval, Awaiting for Payment, Paid, Voided & Deleted). However the question is how can we still get these updates without creating invoice within Pipedrive. Would you direct us on Zapier? Is there any other way within Pipedrive if we let Xero and Pipedrive talk to... (More)