This covers the invoices Pipedrive sends you for your subscription, not invoices you create from deals through an accounting integration. Pipedrive emails each invoice to the address in your Billing contact field and keeps past invoices in the Billing tab of your settings. Only users with the account settings permission can open that tab.
Opening invoice history
- Open the account menu in the top right corner.
- Select the Billing tab.
- Select Invoice history on the right side of the page.
Other users in the company account see no billing page at all. If you need an invoice and lack the permission, ask an admin who has it.
Where the invoice email goes
Invoices go to the email in the Billing contact panel, whoever holds account settings access. To change it, open the Billing page, find the Billing contact panel on the right and select the pencil icon. Pointing it at a shared accounting address means invoices stop landing in one sales manager's inbox.
Adding a VAT, GST or ABN number
- From the account menu, go to Billing.
- Select the pencil icon in Billing details.
- Scroll to the Address section and enter the number in the tax number field.
Pipedrive names VAT for European addresses, ABN for Australian ones and gives other countries as examples. If a number you have checked against the official registry is still refused, contact Pipedrive support.
Past invoices stay as issued
Pipedrive cannot edit an invoice after it is issued. A new billing address, billing contact, payment method or tax number shows on future invoices only, after you select Confirm billing details. Fix the details before the next billing date if the coming invoice has to carry them.
Pipedrive invoices filed without a settings login
Set the Billing contact to a mailbox that email receipt capture reads and each Pipedrive invoice is filed the day it arrives, with the tax line read off it. For invoices that went to an old contact before the change, connect a user with account settings access and our AI agent signs in, opens Invoice history and downloads them through bill fetching. A plan paid on someone's own card goes on their expense report with the invoice attached.
Have receipts like this captured for you
- Bill fetchingInvoices that only live on vendor portals, downloaded on a schedule and passed to accounts payable while there's still time to approve them.Learn more
- Email receipt captureConnect Gmail, Outlook, Zoho Mail or IMAP. Automatically collect receipts and invoices from the folders you choose, including Archive and Spam.Learn more
- Expense reportsExpense report software that attaches the receipts for you, works out mileage, routes the approval and shows each employee when they'll be paid back.Learn more
Frequently asked questions
Sources
Steps checked against these pages on the date above. Menus change; if a label differs, the page linked here is the one to trust.
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