Pipedrive

Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.

Website

pipedrive.com

Industry

CRM

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How to create an invoice in Pipedrive

Here is how to create an invoice in pipedrive

First click on a deal card in the pipeline view
Then click on the "Invoice" tab in the main content area
Click on the "+ Invoice" option in the dropdown menu
In the customer details section of the invoice form, verify the pre-filled information
Navigate to the invoice items section and fill in the necessary information
Click the "Create invoice" button
Finally click the "Save" button in the confirmation dialog

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Why should you create an invoice in Pipedrive

Pipedrive is a dynamic CRM tool designed to streamline sales processes.

Creating an invoice in Pipedrive harnesses its seamless integration capabilities, simplifying billing for users. This feature helps to align and automate your sales and invoicing activities.

Utilizing this function, users can effortlessly maintain organized records, enhance financial transparency, and improve cash flow management.

By leveraging Pipedrive's invoicing features, businesses can save time and reduce errors in their financial transactions.

Last update

January 6, 2026

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