![]() ![]() ![]() Open in QuickBooks – Clicking this option will bring you to your Quickbooks account where you can edit, send your invoice and accept payment.Download PDF – Download a PDF version of your invoice to send to your clients directly.Invoices sent by email will be emailed from Quickbooks. Send by email – Send any paid or due invoices directly to your customer.Void – Void any unpaid or paid invoices.If you click on M ore ".", you will have these options: The invoices in Pipedrive will reflect the following flags based on their statuses: Your new invoice will appear under the Changelog in your detail view. If you have this enabled, the information added under Address, Email and Tax ID will be pulled into Quickbooks if it is different from the information saved.Ĭlick on the " Create invoice" button once you've entered all of your invoice details. Once a contact is linked, you will have the option to update customer info on the provider's side. Under Customer details, you will need to link the invoice to an existing customer in your Quickbooks account or create a new one. ![]() If you want to bill in multiple currencies, you will first have to enable the multiple currencies feature in Quickbooks, add the currencies you wish to invoice in and then save your contacts with the right currency type in Quickbooks before generating invoices in Pipedrive. Note: When entering invoice currency details, it's important to make sure the currency applied is the same one as the currency saved under that contact in Quickbooks. You can also add more items to your list. Learn more about how to add products to your deals here. This will automatically populate with the products that are linked to your deal.
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