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Pipedrive

Billing FAQ

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How do I pay for Pipedrive?

In order to begin a Pipedrive subscription, we require valid billing information in the form of a credit card.

For customers paying in the US dollar, we accept payment with VISA, MasterCard, American Express, Discover, and JCB credit cards.

For customers paying in the Euro, we accept payment with a VISA or MasterCard.

 

How do I enter my credit card information?

In order to provide your billing information while still in trial:

  1. Navigate to Settings > Billing
  2. Click on the Enter Billing Details link. 
  3. Enter your credit card information and Update. Done!

 

 

If your Pipedrive trial has expired, you will be taken to a page to provide billing details when you log into your account. Once that billing information is provided, your access to your Pipedrive account will be immediately restored

 

Can I pay for Pipedrive using anything other than a credit card?

Pipedrive can only be paid for with a valid credit card.

We cannot accept payments by check, purchase order, or through any online payment processing, like PayPal or Bitcoin. We do not accept invoices to be paid at a later date.

 

What happens when my trial expires?

If you have not provided valid billing information before the trial expires, access to your account will be restricted. Your attempts to log into your account will take you to a page requesting billing details. Once those details are provided, your Pipedrive subscription will begin and you will immediately be given access to your account.

If you have provided valid billing information before your trial expires, then a Pipedrive subscription will be started for you upon the expiration of your free trial. 

 

Can I access all my invoices?

Yup! You can easily see a record of all invoices generated by your company account in Pipedrive. 

  1. Navigate to Settings > Billing
  2. Click on the See All Invoices link. All your invoices are listed in this screen. 


From this page, you can download copies of these invoices as .pdf files. This may be useful if you have an Accounting department, or if you prefer to print out copies of invoices to maintain physical records of your various costs. 

 

My payment information isn't saving - what do I do?

If you are still in trial and find that your billing information is not saving correctly, please reach out to our Support Team. They will be able to help troubleshoot, and provide you with information to get you on your way.

If you have an existing Pipedrive subscription and your information will not update correctly,  or you are being given an error, you may wish to contact your bank and inquire about any issues. If that does not provide sufficient answers, please contact Pipedrive support and they will work to provide some further information.  

 

Do I need to call you to get started, or do I need to set up any licenses?

Nope! Since Pipedrive is a subscription-based service, you can get started immediately and without much difficulty. Just sign up for a free 30-day trial of Pipedrive, and provide your billing information prior to the trial’s expiration.

If you want other users to join you in your company Pipedrive account, you need only invite them! 

 

I paid for a user, but I just deactivated them. What happened to the money?

Whenever you first add a user to the system, a seat is created. A seat is what creates a transaction. There are seats and then there are users who take up those seats. Whenever you deactivate a user, you're presented with a prompt that will allow you to also remove their seat from your billing.

If you only deactivate a user and don't remove the seat, then the seat still exists in your account; this allows you to add another user to replace the previously deactivated user easily, without having to process multiple billing transactions.

If you deactivate a user and additionally remove the seat, then we automatically credit the cost of the unused subscription time back to the account. For example, if a seat ($/€12.00) is deactivated half-way through the month that has already been paid for, then a $/€6.00 credit is applied to the company account.

That credit will be used for future invoices in Pipedrive, and will be used prior to charging your provided billing details. If enough credit exists in the Pipedrive account, it can pay for an entire Pipedrive invoice.

So if you do not plan on replacing your deactivated user with a new user, remove the seat as well. Even if you missed it during the deactivation, you can always remove the seat later under Settings > Billing and click Remove unused seats, or under Settings > Users & Permisisons.

 

 

 

 

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