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Invoicing feature in Pipedrive

Jenny Takahara, November 2, 2023

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.

Pipedrive's invoicing feature currently integrates with a popular invoicing tool. To use this integration, you will need an active paying or trial account with both Pipedrive and the invoicing app.

  • Quickbooks
    Quickbooks is 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 Quickbooks integration 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.

Note: While the invoice feature in Pipedrive is included in all plans, third-party apps may involve extra costs.
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