Does a paid invoice change the deal?

No. A paid invoice shows on the person as the label Customer, if you switch the labels on. The deal itself is left as it is.

Pipedrive and Xero

Every won Pipedrive deal, a draft invoice in Xero

Every deal won in Pipedrive becomes a draft Xero invoice for the same person, and that person gets a Customer label once they have paid or an Overdue label while an invoice is late, so sales knows without asking the bookkeeper.

Create this setup How syncing works

Draft invoices, approved by you
Customer and Overdue labels
Official sign in for both

Deal in PipedriveOffice fit-out$9,600
Negotiations
Invoice in XeroChris Hale$9,600
Draft
Person in PipedriveChris HaleLabel
No label

Every step runs on its own, on each sync.

How it works

From a won deal to a paid invoice

What happens on every sync, and where your team takes over.

1In Pipedrive
Your people stay the same in both
- Pipedrive persons go into Xero as contacts, or both ways if you like, so a won deal's invoice finds its contact.
2In Pipedrive
The deal is won
- A draft invoice is created in Xero for the same person, dated the day the deal was won, with one line for the deal value coded to your sales account.
- Xero numbers it, and your Xero payment terms set the due date.
3In Xero
You approve it
- The invoice stays a draft: set the tax and approve it in Xero.
- Editing the deal later does not rewrite the invoice.
4In Xero
Payments show on the person
- Optionally the Pipedrive person gets the label Customer once they have paid a Xero invoice, and Overdue while one is past due.
- Overdue goes again when nothing is past due.

Every field of Pipedrive and Xero, record by record How Pipedrive behaves How Xero behaves Plans and the free trial

Ready when you are

Create this setup in one click

This button sets up the integration for you in CRM Connector, with everything on this page already chosen. All that is left is connecting your two systems and pressing start.

Create this setup

Filled in for you

Contacts, Pipedrive into Xero
Won deals become draft invoices

The setup opens, filled inPipedrive and Xero are chosen and the record types below are ticked, exactly as on this page.
No account yet? No problemSign in or create an account first, and you land straight back in this setup afterwards.
You connect and checkSign in to both systems, look over the fields and filters, and change anything you like. Nothing syncs until you press Start syncing.

Set it up your way

Your choice, your rules

Use one, or both side by side.

Two directions to choose from

For teams that sell in Pipedrive and bill from Xero.
Every won deal becomes one draft Xero invoice for its value.

Each runs as its own integration, and they never chain: a deal that came from a Xero quote is never invoiced again.

What you decide

From which date
Only deals won on or after the date you pick become invoices (60 days back by default). Older wins never do.
From which amount
Optionally only deals worth at least an amount you set, compared in the deal's own currency.
A person on every deal
An invoice needs a contact, so a deal with only an organization is refused until a person is added.

Also works with