Skip to main content

Invoicing
Invoicing
3 followers
2 questions
47 posts

Sign up for free today or log in now to follow this topic, join the discussion, and always stay updated.

🎥 How to customise your notification preferences, follow topics and join channels in the Sales Community.

Rechnen mit Custom Fields / Rechnungen mit PD erstellen

Leider gibt es keine Lösungen bisher mit der im DACH Raum Rechnungen erstellt werden können aus PD heraus. Das einfachste wären die PRODUKTE aber hier ist das Problem  mit Brutto & Netto Beträgen.  INTEGROMAT ist leider auch keine Lösung da hier ständig falsche Werte Berechnet werden..... 

Toll wäre es wenn mit Custom Fields einfache Rechnungen durchgeführt werden könnten wie: 

 

MENGE * Preis 

Netto RG Betrag * MwSt 

Netto RG + MwSt = RG SUMME 

usw. 

Dann könnten Rechnungen einfach über eine entsprechende Dokumentenvorlage in PD erstellt werden! 

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 to hearing any responses :)

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 help please do. If you can't help with the quoting process please tell me what CRM you recommend to help me with this issue. 

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