Deal2Invoice

Invoice drafts in inFakt, straight from your Pipedrive deals

Deal2Invoice shows the invoice on the deal, checks NIP, VAT and totals, and creates a draft in inFakt with one click. You check and issue it in inFakt, as always: nothing is issued or sent to KSeF without you.

Coming soon to the Pipedrive Marketplace.

How it works

  1. Open a deal

    The Deal2Invoice panel shows the invoice: buyer, NIP, products, discounts, VAT rates and totals.

  2. Create the draft

    Fix anything the panel lists, then create a draft in inFakt with one click.

  3. Issue it in inFakt

    Check the draft and issue it in inFakt. The deal shows the invoice number, status and KSeF status.

What it takes care of

  • Checked before creating

    NIP checksum, a complete Polish address, VAT rates including 0%, zw., np. and o.o. with the legal basis, and totals compared with inFakt’s.

  • No duplicates

    A deal gets one invoice unless you explicitly create another.

  • Status on the deal

    Three deal fields show the invoice number, status (draft, issued, paid) and KSeF status, and a note records every change.

  • Built for teams

    Only Pipedrive admins change settings; optionally, only admins create invoices. Polish and English interface.

  • Your data in the EU

    Hosted in Germany. Your inFakt API key is stored encrypted.

Pricing

5 drafts free

Try it on your own deals. The free drafts are per Pipedrive company.

29 PLN + VAT per month

290 PLN + VAT per year

Per Pipedrive company, unlimited drafts under fair use.

Subscribe, change or cancel in the app’s settings. After cancelling, the subscription stays active until the end of the paid period.

Payments are handled by Paddle.com, our reseller and merchant of record, who also issues the invoice. Refunds are covered in sections 6, 9 and 12 of the Terms.

Requirements

  • Pipedrive, with admin rights for the setup.
  • An inFakt plan with API access.
  • Buyers must be businesses in Poland; foreign buyers aren’t supported yet.

Support

Questions, problems or a data export: write to support@deal2invoice.com. If something failed in the app, include the error reference it showed.

Setup

  1. Install Deal2Invoice from the Pipedrive Marketplace and allow the requested permissions.
  2. Open the app settings: Tools and apps → Marketplace apps → Deal2Invoice.
  3. In inFakt, go to Ustawienia → API and generate a key with the permissions api:invoices:read, api:invoices:write and api:account:read. Paste it in the settings and click “Test and save”.
  4. Choose the organization field that holds the buyer’s NIP, or let the app create a “NIP” field.
  5. Set the invoice defaults and click “Save settings”.
  6. Open a deal, check the preview and click “Create draft invoice in inFakt”.