Cloudify

One-click Invoices/Quotes

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One-click Invoices/Quotes

Table of Content

Table of Content

  1. Go to a Deal on Pipedrive and navigate to the section on the left panel that says "Xero Integration"

    Setting up the Pipedrive to Xero Integration
  2. Click on “Create invoice/quotes”

    Setting up the Pipedrive to Xero Integration
  3. Once the window pops up, you will get multiple options to manage your invoice/quote manually.
    Add relevant invoice details on this window or click on the blue colored '+' icon to create a new invoice/quote:

    Setting up the Pipedrive to Xero Integration
  4. Select contact, currency, tax and account details to get started:

    Setting up the Pipedrive to Xero Integration
  5. Select invoice specific details such as Invoice date, Due date, Status and Tax preferences

    Setting up the Pipedrive to Xero Integration
  6. Add new products to your draft invoice by selecting the "+ Add Line Item" button.
    Important: Please note that you can select products using this option only if they are already present in Xero.

    Setting up the Pipedrive to Xero Integration
  7. You can also add custom preferences to products by clicking on “Customize Accounts, Taxes and Amounts”:

    Setting up the Pipedrive to Xero Integration
  8. Split your invoice into two by specifying the percentage ratio. Click on the three-dots and select "Split"
    IMPORTANT: You can only split an invoice as long as it is in the 'DRAFT' stage. Once an invoice has moved out of the 'DRAFT' stage, the 'Split' option gets disabled.

    Setting up the Pipedrive to Xero Integration
Setting up the Pipedrive to Xero Integration
  1. Duplicate your invoice or quote by clicking on ‘Duplicate’. Click on the three-dots and select "Duplicate"

    Setting up the Pipedrive to Xero Integration
  2. If you need to come back later and update the details, click on "Save Progress"

    Setting up the Pipedrive to Xero Integration
  3. Once you are ready to move this draft invoice to Xero, click on "Sync to Xero"

    Setting up the Pipedrive to Xero Integration
  4. Close the window and view your invoice in the "Notes" section within the Pipedrive deal.

Got unique integration needs?

Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.

Need help?

Our support team is ready to assist. Reach us through the following channels:

support@cloudify.biz

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