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 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.
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.