{
  "schemaVersion": "1.0",
  "item": {
    "slug": "pipedrive",
    "name": "Pipedrive",
    "category": "sales-and-marketing",
    "description": "Pipedrive stores past company-account invoices in Billing > Invoice history for users with the account-settings permission.",
    "status": "researched",
    "website": "https://www.pipedrive.com/",
    "invoiceHelpUrl": "https://support.pipedrive.com/en/article/how-can-i-view-my-past-pipedrive-invoices",
    "accessMethods": [
      "vendor_portal",
      "email_forward",
      "manual_upload"
    ],
    "authentication": {
      "oauth": false,
      "apiToken": false,
      "browserSession": true,
      "requiredRole": "User with the account settings permission enabled"
    },
    "capabilities": {
      "accountDiscovery": {
        "supported": false
      },
      "billingHistory": {
        "supported": true
      },
      "invoiceMetadata": {
        "supported": true
      },
      "invoicePdf": {
        "supported": "unknown",
        "notes": "The official article confirms invoice history but does not specify the download format."
      },
      "creditNotes": {
        "supported": "unknown"
      },
      "lineItems": {
        "supported": "unknown"
      },
      "usage": {
        "supported": false
      },
      "subscriptions": {
        "supported": true
      },
      "paymentMethod": {
        "supported": true
      }
    },
    "billing": {
      "cadence": [
        "monthly",
        "annual"
      ],
      "invoiceLocation": "Account menu > Billing > Invoice history.",
      "emailedAutomatically": "unknown",
      "currencies": [],
      "documentTypes": [
        "invoice"
      ]
    },
    "billproof": {
      "retrieval": "partial",
      "normalization": "partial",
      "transactionMatching": "partial",
      "connectionAvailable": false,
      "limitations": [
        "No direct Pipedrive billing connection is available in Billproof.",
        "Invoice history is limited to users with account-settings permission.",
        "Changes to billing information affect future invoices only; past invoices cannot be changed."
      ]
    },
    "normalizedFields": [
      "vendor_name",
      "invoice_number",
      "invoice_date",
      "billing_period",
      "plan_name",
      "seat_count",
      "subtotal",
      "tax",
      "total",
      "currency"
    ],
    "commonCardDescriptors": [],
    "guide": {
      "quickAnswer": "Open Pipedrive's account menu, select Billing, and choose Invoice history to find past company-account invoices.",
      "requiredRole": "User with the account settings permission enabled",
      "steps": [
        "Sign in to the Pipedrive company account that owns the subscription.",
        "Open the account menu in the upper-right corner.",
        "Select Billing.",
        "Choose Invoice history on the right side.",
        "Locate the invoice by billing date and amount.",
        "Open or save the available invoice document for manual upload or forwarding."
      ],
      "historyLocation": "Account menu > Billing > Invoice history.",
      "missingInvoice": "Confirm you are in the paying company account and have account-settings permission; otherwise ask an authorized Pipedrive user to retrieve the invoice or contact Pipedrive support.",
      "formats": [
        "invoice; exact download format not stated in the public help article"
      ],
      "commonProblems": [
        "The account-settings permission is disabled.",
        "The user is in a different Pipedrive company account.",
        "Billing details were corrected after the historical invoice was issued.",
        "The current billing page is checked without opening Invoice history."
      ],
      "matchingTips": [
        "Match the company account, invoice date, and total.",
        "Do not expect corrected billing details to appear retroactively on past invoices.",
        "Use seat or plan changes to explain prorated differences when present on the document."
      ]
    },
    "researchedAt": "2026-08-28",
    "lastVerifiedAt": "2026-08-28",
    "sources": [
      {
        "title": "How can I view my past Pipedrive invoices?",
        "url": "https://support.pipedrive.com/en/article/how-can-i-view-my-past-pipedrive-invoices",
        "type": "official"
      }
    ],
    "statusLabel": "Billing guide available",
    "cta": "Request this integration",
    "manualGuide": null,
    "urls": {
      "html": "https://billproof.io/integrations/pipedrive",
      "json": "https://billproof.io/api/public/vendors/pipedrive.json",
      "capabilities": "https://billproof.io/api/public/vendors/pipedrive/capabilities.json"
    }
  }
}