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Quickbooks
Quickbooks

With the Pipedrive–QuickBooks integration, you can now create invoices from deal detail view without having to send emails to accountants.

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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:

Jason Prosnitz
Executive Coach, Consulting COO and Product Manager at Large

TLC and Missing Parts

Thankfully, Patricia in support has been AMAZING, diligent and communicative.

These three features are top of mind:

Automate information fill in invoice fields

Hello,

 

I suggest Engineers to development an automation possibility to fill fields in invoice directly from the products deal details when a Deal is won.

Regards