Deal2Invoice

For teams using Pipedrive and inFakt

Invoice drafts in inFakt, straight from your Pipedrive deals

Stop retyping won deals. Deal2Invoice shows the invoice on the deal, checks NIP, VAT and totals, and creates a draft in inFakt with one click.

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  • Drafts only: you issue every invoice
  • Hosted in the EU
  • 5 drafts free

Coming soon to the Pipedrive Marketplace.

How it works

Three steps, inside the tools your team already uses.

  1. Open a deal

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

  2. Create the draft

    Fix anything the panel points out, then create the draft in inFakt with one click.

  3. Issue it in inFakt

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

What it takes care of

  • Checked before it’s created

    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 deliberately create another one.

  • 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 the settings. Optionally, only admins create invoices.

  • Polish and English

    The panel and settings are available in Polish and English.

  • Your data in the EU

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

You stay in control

Deal2Invoice never issues an invoice and never sends anything to KSeF. It prepares the draft; you check it and issue it in inFakt, exactly as you do today.

Pricing

One price per Pipedrive company, however many users you have. Prices are net; VAT is added where it applies.

Try it

Free

5 drafts on your own deals, no card needed.

Monthly

29 PLN / month

Unlimited drafts.

Yearly

290 PLN / year

Unlimited drafts. Two months free compared with monthly.

Subscribe, change or cancel in the app’s settings. After cancelling, the subscription stays active until the end of the paid period. Unlimited drafts are subject to fair use.

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

What you need

  • Pipedrive, with admin rights for the setup.
  • An inFakt plan with API access.
  • Buyers that are businesses in Poland. Foreign buyers aren’t supported yet.

Questions

Does Deal2Invoice issue invoices or send them to KSeF?

No. It only creates drafts in inFakt. You check and issue each invoice in inFakt, and inFakt handles KSeF when you issue it.

What does a deal need?

An organization (the buyer) with a valid NIP and a complete Polish address. The invoice lines come from the deal’s products; a deal without products gets one line from its value, treated as net. The panel tells you exactly what’s missing.

Can invoices be in another currency?

Yes. The invoice uses the deal’s currency: PLN or a foreign currency such as EUR or USD. For foreign currencies, the panel reminds you to check the exchange rate on the draft in inFakt.

What happens after the free drafts?

Creating new drafts needs a subscription, which you start in the app’s settings. Drafts you already created stay as they are.

What happens to our data if we remove the app?

The company’s settings, invoices and inFakt connection are deleted immediately. The details are in the Privacy Policy.

Who is behind Deal2Invoice?

The Integration Desk, a small software business in Warsaw. Support questions go straight to the person who builds the app.

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) and accept the Terms.
  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”.