Where can I find my Pipedrive invoices?

Invoices live under Company settings → Billing → Invoices inside app.pipedrive.com. The direct URL is app.pipedrive.com/settings/billing. You need an Admin role or a custom permission set that includes billing access to see the tab at all. Regular users and Sales Managers cannot open billing, so if the tab is missing, your seat simply does not have the right permissions.

Does Pipedrive send invoices by email automatically?

Yes. Every invoice is emailed to the billing contact listed in Payment method settings on the day it is issued. If the email is landing in the wrong inbox, change the billing contact to your accounting email or a shared finance alias. Multiple billing contacts are not supported in the standard UI, so if several people need the same PDF the cleanest path is a shared alias or an automated forwarding rule.

Why is my Pipedrive invoice issued by Pipedrive OU instead of a US entity?

Pipedrive is operated by Pipedrive OÜ, an Estonian company headquartered in Tallinn, with US and UK offices handling sales and support. The invoicing entity on your PDF is the Estonian one, which is why you see an Estonian business registry number in the footer and EU VAT rules apply. This is normal and expected. Your accountant should file the vendor record under Pipedrive OÜ, not Pipedrive Inc. or any US variant that may appear in other documents.

How does VAT work on Pipedrive invoices for EU customers?

Because Pipedrive OÜ is an EU entity based in Estonia, VAT rules follow EU cross-border B2B logic. If you are an Estonian business, Estonian VAT is added. If you are a VAT-registered business anywhere else in the EU and you enter a valid VAT ID in Payment method settings, invoices use reverse charge and no VAT is charged, which matches how most EU SaaS vendors work. Non-EU customers are not charged EU VAT at all. Customers outside the EU may still owe local sales tax, which Pipedrive does not collect.

What is the difference between Essential, Advanced, Professional, Power, and Enterprise on Pipedrive?

Essential is the entry tier with basic pipeline and contact management. Advanced adds email sync and workflow automation. Professional adds forecasting, revenue attribution, and more automation. Power adds phone support and project management. Enterprise adds unlimited custom permissions, custom fields, and a dedicated account manager. Every tier is billed per user per month and all five appear as distinct line items on your invoice when you look at the plan line, so the tier name is visible without digging through your contract.

Why do I have a separate invoice for LeadBooster or Campaigns?

LeadBooster, Campaigns, Projects, and Smart Docs are add-ons billed per user per month on top of your base subscription. Depending on when you bought them, the charges either fold into your main monthly invoice as extra line items or generate a separate invoice on the date of purchase. On annual billing the add-ons are usually prorated to align with your main renewal date, which can produce oddly sized first invoices. Check every invoice line in the month you activate an add-on.

Is annual Pipedrive billing cheaper than monthly?

Yes. Annual billing discounts every tier by roughly 17 percent compared to the monthly price shown in the UI, which matches the industry-standard two-months-free model. The tradeoff is that the full year is invoiced upfront in a single PDF, so cash flow takes the hit all at once. If you are confident you will keep Pipedrive for the year, annual is clearly cheaper. If you are still evaluating, monthly is the safer path even at the higher headline rate.

Can I bulk download all my Pipedrive invoices at once?

Not from the Pipedrive UI. The Invoices tab shows all past PDFs but requires clicking each row to download, and the public Pipedrive API does not expose invoice PDFs as a documented endpoint. Finance teams who want a single folder of every Pipedrive PDF either screen-scrape the billing page or connect Pipedrive billing emails to an automated extraction tool that catches each PDF as it lands. That is the kind of problem Inbox Ledger solves directly.

My Pipedrive invoice is missing VAT. Is that a bug?

Probably not. If you are an EU business outside Estonia with a valid VAT ID on file, reverse-charge VAT applies and no VAT is shown on the invoice by design. If you are outside the EU, no EU VAT applies at all. If you are an Estonian business or an EU business without a VAT ID, VAT should be charged and a missing VAT line is worth raising with Pipedrive support. Past invoices cannot be reissued with a retroactively added VAT ID in most cases, so add it before the next billing cycle.

Can my accountant access Pipedrive billing without seeing all my deals?

Pipedrive supports custom permission sets under Manage users. You can build a role with billing access but limited deal visibility, which lets a bookkeeper download invoices without browsing your sales pipeline. Enterprise tier makes this cleaner because unlimited custom permissions are included. On lower tiers you have fewer levers, and the practical answer is usually to give the accountant a full admin seat or forward PDFs automatically instead.

What happens if I cancel Pipedrive mid-year on an annual plan?

Canceling an annual subscription mid-year stops the auto-renewal at the end of your paid period but does not trigger a refund for the remaining months by default. Your access continues until the original renewal date and then ends. If you need a refund or an early termination, contact Pipedrive support and expect a manual review rather than an automatic credit. Monthly plans behave differently and simply stop at the end of the current month.

Why does my Pipedrive invoice show Stripe branding?

Pipedrive uses Stripe as its payment processor, so the PDF layout is the standard Stripe template. The seller named on the invoice is still Pipedrive OÜ, the invoice number is a Pipedrive number, and the line items reflect your actual subscription. The Stripe branding at the bottom is purely cosmetic and does not create a separate billing relationship between you and Stripe. Your accountant should still book the invoice against Pipedrive OÜ.

How to get Pipedrive invoices

Step-by-step guide to downloading your Pipedrive billing documents.

Last verified: 2026-04-24

Step-by-step: download invoices from Pipedrive

1
Sign in and open Billing settings
Go to app.pipedrive.com and sign in with an admin account. Click your profile initials in the top-right, then Company settings, then Billing in the left sidebar. The direct URL is app.pipedrive.com/settings/billing. Regular users and Sales Managers cannot see this tab. If you do not see Billing at all, you are signed in on a non-admin seat and need to ask your workspace admin to download invoices or grant you the right role.
2
Open the Invoices tab
Inside Billing you will see tabs for Plan, Payment method, and Invoices. Click Invoices to see the full history, with date, invoice number, billing period, and amount columns. Pipedrive shows the main subscription invoice at the top of each billing cycle and separate invoices for add-on charges such as LeadBooster, Campaigns, or Projects. Mid-cycle seat additions show up as pro-rated entries on the next regular invoice, not always as a fresh document.
3
Download each invoice as PDF
Click the download icon on the invoice row, or click the invoice number itself to open the detail view and download from there. Pipedrive issues invoices through Stripe, so the PDF carries the Stripe layout with Pipedrive OÜ as the seller and the Estonian business registry number printed in the footer. For EU customers the reverse-charge VAT note appears when you have a valid VAT ID on file.
4
Rename and file the PDFs
Use a naming pattern such as date plus Pipedrive plus amount so monthly files sort cleanly. If you run separate Pipedrive accounts for different brands or acquired sales teams, each has its own workspace URL and its own Billing tab, so keep a folder per workspace. Do this at the same time you download so the add-on invoices for LeadBooster or Campaigns do not end up mixed into your main subscription folder.

About Pipedrive billing

Pipedrive runs your sales pipeline. Getting the monthly invoices out of Billing settings for finance is a different ritual, and the edges get rough once add-ons and VAT rules enter the picture.

If your organization sits in the EU outside Estonia, invoices come from an Estonian entity under reverse-charge rules. If your team grew mid-month, seat changes land on the next invoice as pro-rated lines. If you bought LeadBooster or Campaigns recently, those charges may ride on the main invoice or get their own PDF depending on timing.

Pipedrive bills per user per month across Essential, Advanced, Professional, Power, and Enterprise tiers. Add-ons like LeadBooster, Campaigns, and Projects are billed separately per user per month on top of the base plan. A small team on Professional plus two add-ons can easily generate one main invoice plus two add-on invoices every month, each with its own renewal logic. Check all three when reconciling.

About Pipedrive

Pipedrive is a sales-focused CRM founded in 2010, built for small and mid-sized sales teams who want pipeline visibility without the complexity of enterprise CRM suites. It is operated by Pipedrive OÜ, an Estonian company headquartered in Tallinn, with commercial offices in New York, London, Prague, Lisbon, Dublin, Riga, Tartu, and Berlin. Pricing is per user per month across five tiers (Essential, Advanced, Professional, Power, Enterprise), with paid add-ons (LeadBooster, Campaigns, Projects, Smart Docs) layered on top. Billing runs through Stripe, and invoices are issued by Pipedrive OÜ with EU VAT rules applied by default, which means reverse charge for EU businesses with a valid VAT ID.

Manual vs automated

Manual

Sign in as admin
Open Company settings → Billing → Invoices
Click each invoice, download PDF
Check add-on invoices separately if they landed as standalone PDFs
Rename files by billing cycle
Forward to accountant

Automated with Inbox Ledger

Connect Pipedrive once in Inbox Ledger
Subscription and add-on invoices land in your dashboard automatically
Export to Drive, Sheets, or your accounting system

Why people stop doing this by hand

One Pipedrive workspace, one tier, no add-ons, stable seat count: manual download handles the year in ten minutes of clicking. That is the easy case.

The pain arrives when the invoice stack fragments. A team on Professional plus LeadBooster plus Campaigns can produce three separate invoices in a single billing cycle, each with a different line-item structure. Seat additions mid-cycle land as pro-rated entries that are easy to miss when eyeballing a PDF. Annual contracts charge the full year upfront, which dwarfs every other month and throws off monthly cash-flow reports if you do not split the charge in your books.

VAT handling is another round of fiddling for EU teams. The Estonian entity and reverse-charge mechanism are standard for EU SaaS, but every accountant new to the vendor asks the same questions: which country is this invoice from, why is there no VAT line, and is the registry number on the footer really enough for a compliant filing. It is, but you end up explaining it every quarter-close.

Pipedrive does not expose invoice PDFs through a documented public API, so programmatic export is not a supported path. The Billing tab is admin-only, which means either your bookkeeper gets an admin seat or somebody on the sales operations team remembers to forward PDFs every month. Neither is a great long-term answer.

Next step

One subscription, no add-ons, one bookkeeper with an admin seat: the dashboard is enough. Multiple workspaces, active add-ons, reverse-charge VAT questions, or a finance team that wants every Pipedrive PDF to arrive without anyone clicking: connect Pipedrive to Inbox Ledger once and stop chasing the Billing tab every month.

Extract your first 10 invoices free

No credit card required.

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Quick access

Jump straight to the Pipedrive billing page in a new tab.

Open Pipedrive billing

Where to look in the dashboard

Company settings → Billing → Invoices is where every past PDF lives
Company settings → Billing → Plan is where your tier and user count live
Company settings → Billing → Payment method is where your company name, billing address, and VAT ID are stored
Manage users → Permission sets controls who can see the Billing tab (Admin or custom billing role only)
Direct link app.pipedrive.com/settings/billing works once you are signed in on an admin seat

Before you start — quick checklist

Your legal entity name and billing address appear correctly on the invoice, not your personal email
VAT or tax ID is printed, or the reverse-charge notice is present if you are an EU business outside Estonia
Seat count on the invoice matches the number of active users you actually have today
Add-on line items (LeadBooster, Campaigns, Projects) are listed with the correct per-user charge
Annual plans show the full year paid upfront, not a misleading monthly-equivalent figure
The document is a finalized PDF with a Pipedrive OÜ invoice number, not a renewal estimate or quote

Pro tips

Pipedrive bills per user per month on five tiers (Essential, Advanced, Professional, Power, Enterprise). Adding a single user mid-month generates a pro-rated line on the next invoice rather than a separate document, so check the math before forwarding to your accountant.
Annual billing is roughly 17 percent cheaper than monthly on every tier, but the full year is charged upfront on a single invoice. If cash flow matters more than the discount, stay monthly and pay the premium.
LeadBooster, Campaigns, Projects, and Smart Docs are add-ons billed separately per user per month on top of the base subscription. They can appear as extra line items on your main invoice or as separate invoices depending on when you purchased them. Check both when reconciling.
Pipedrive is operated by Pipedrive OÜ, an Estonian entity based in Tallinn. EU business customers who provide a valid VAT ID get reverse-charge VAT treatment on invoices, which means no VAT is charged and you account for it locally. Add your VAT ID before the next billing cycle or past invoices will stay with VAT already applied.
Only the account Admin and users with a custom role that includes billing access can see the Billing tab. Sales Managers, regular users, and view-only seats cannot download invoices. Decide early whether your bookkeeper gets an admin seat or whether someone else handles the monthly download.
Downgrades and seat removals take effect at the next renewal, not instantly. Canceling mid-year on an annual plan does not trigger a refund by default. Plan subscription changes around your renewal date to avoid paying for seats you no longer use.

Skip this entirely. Automate Pipedrive invoices

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How to get Pipedrive invoices

Step-by-step: download invoices from Pipedrive

Sign in and open Billing settings

Open the Invoices tab

Download each invoice as PDF

Rename and file the PDFs

About Pipedrive billing

About Pipedrive