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Invoicing feature in Pipedrive

Jenny Takahara, August 9, 2021

An important part of closing a deal is creating an invoice for your customers so they can pay for your goods and services. Pipedrive's Invoicing feature will allow you to streamline this process so you can create, view, and send invoices to your invoicing app directly from the Pipedrive interface.

Once the integration is installed with Pipedrive, you will be able to create invoices that will include pre-configured deal, person, and organization details directly from the detail view of a deal. The status of the invoices will then be automatically updated under your deals to keep all information in one central place.

invoicing integration

Pipedrive's invoicing feature currently integrates with two popular invoicing tools. To use these integrations, you will need an active paying or trial account with both Pipedrive and the invoicing app you choose to use.

  • Xero
    Xero is a cloud-based accounting software tool that is popular among companies that wish to streamline their Accounts Payable and Receivable tasks. You can read more about the integration in this article.
  • Quickbooks
    Quickbooks is an accounting software that provides tools to manage your customers, vendors, clients, inventory, and finances. You can read more about the integration in this article.

You can visit the Xero and Quickbooks integrations in the Marketplace for additional information. If you currently use another tool for invoicing, the Marketplace also has other accounting and invoicing integrations that can be connected with Pipedrive.

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