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Invoicing
Invoicing
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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 sent invoices from the side-panel inside the deal
  • Pull past invoices and their details from Xero/Quickbooks into Pipedrive
  • Send new invoices from inside Pipedrive

For whom?

All users with an active Xero or Quickbooks account. Find the QuickBooks and Xero integrations in our Marketplace, along with hundreds more.

When?
Available now

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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 give full access to Xero to Sales Rep.

 

 

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 we're looking for keen beta testers to try out this new version of the feature and provide us with feedback. Please drop us a line to invoice.integration@pipedrive.com to be included.

Looking forward to sharing this with you!