> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloudify.biz/llms.txt
> Use this file to discover all available pages before exploring further.

# Invoice/Order Settings

> Configure how invoices and orders are automatically created in e-conomic based on your Pipedrive pipeline stages, and map the right fields for accurate invoicing.

## Why Invoice/Order Sync Rules Matter

<CardGroup cols={3}>
  <Card title="Automate invoice creation" icon="bolt">
    Trigger invoice or order creation in e-conomic at exactly the right moment in your sales process.
  </Card>

  <Card title="Ensure data consistency" icon="arrows-rotate">
    Automatically create or update customer information in e-conomic based on your Pipedrive deals.
  </Card>

  <Card title="Save time" icon="clock">
    Eliminate manual data entry and reduce the risk of errors across both platforms.
  </Card>
</CardGroup>

***

## Setting Up Invoice/Order Sync Rules

<Steps>
  <Step title="Navigate to Invoice/Order sync rules">
    Go to the **Invoice/Order sync rules** tab in your integration settings and click **Add Pipeline** to create a new rule.

    <Frame>
      ![Navigate to Invoice/Order sync rules and click Add Pipeline](https://framerusercontent.com/images/jxzHRRXqVacbrPX7mnhPnViwCiU.png)
    </Frame>
  </Step>

  <Step title="Select a Pipeline and Deal Stage">
    For each rule, define the following:

    * **Pipeline** — select the Pipedrive pipeline you want to trigger from.
    * **Deal Stage** — choose the specific stage in the pipeline that will trigger the integration.

    <Frame>
      ![Select the Pipeline and Deal Stage that will trigger the integration](https://framerusercontent.com/images/vSqEpiJTagX9IrIQYMKPUXeQyM.png)
    </Frame>
  </Step>

  <Step title="Choose what to generate">
    Under **Generate**, decide whether to create a **draft invoice** or a **draft order** in e-conomic when the deal reaches the selected stage.

    <Frame>
      ![Choose whether to generate a draft invoice or draft order in e-conomic](https://framerusercontent.com/images/huTdAhbGXlfn5Msz3p5IZw5A0rg.png)
    </Frame>
  </Step>

  <Step title="Add the Pipeline">
    Click **Add Pipeline** to save this sync rule.

    <Frame>
      ![Click Add Pipeline to save the sync rule](https://framerusercontent.com/images/A58Ipuwj7auJOYYnht7illre04.png)
    </Frame>
  </Step>

  <Step title="Attach invoice PDFs and save">
    Optionally, enable **Attach a PDF of the invoice in the deal** to automatically attach generated invoice PDFs to the corresponding Pipedrive deal. Then click **Save**.

    <Frame>
      ![Enable PDF attachment option and click Save](https://framerusercontent.com/images/iQhdq91G1KqTQeJKiChwFdLa5M.png)
    </Frame>
  </Step>
</Steps>

***

## Invoice/Order Field Mappings

### Why Invoice/Order Field Mappings Matter

* **Ensure data consistency** — match the right information between Pipedrive and e-conomic.
* **Customize for your needs** — adapt the integration to fit your unique invoicing process.
* **Save time** — automate the transfer of invoice data, reducing manual entry and potential errors.
* **Guarantee accuracy** — correct field mapping is crucial for ensuring accurate invoices in e-conomic.

### Setting Up Invoice/Order Field Mappings

<Steps>
  <Step title="Navigate to Invoice/Order field mappings">
    Go to the **Invoice/Order field mappings** tab in your integration settings. The mappings are divided into three main areas:

    * **Notes and References**
    * **Delivery Address**
    * **Billing Address**
  </Step>

  <Step title="Review and edit existing mappings">
    For each e-conomic field, the default Pipedrive field will be shown (if applicable). Click **Edit** to change the mapping or **Delete** to remove it.

    <Frame>
      ![Review existing Invoice/Order field mappings and edit or delete as needed](https://framerusercontent.com/images/mk37i0hWwMqqMDnnP7Huck4gE.png)
    </Frame>
  </Step>

  <Step title="Prioritize key fields">
    Pay special attention to these key mappings:

    * **Notes Headline** *(mapped to Invoice headline in Pipedrive)*
    * **References** *(mapped to Purchase order number in Pipedrive)*
    * **Date** *(Invoice issue date)*
    * Delivery and Billing address fields

    <Frame>
      ![Key invoice field mappings — Notes, References, Date, and Address fields](https://framerusercontent.com/images/swvEjUktLd9WcnSv9i7WEnzvj78.png)
    </Frame>
  </Step>

  <Step title="Save your mappings">
    After setting your preferred mappings, save your changes.

    <Frame>
      ![Save your Invoice/Order field mappings](https://framerusercontent.com/images/jAFZwOCPIxUlYqDds3XXiK3sEcI.png)
    </Frame>
  </Step>
</Steps>

<Note>
  Correct field mapping is essential for ensuring accurate invoices in e-conomic. Review and optimise these mappings regularly. If you're unsure about which fields to map or how to handle specific scenarios, [contact our support team](https://cloudify.biz/contact) — we're here to help you get the most out of your integration.
</Note>

***

<Tip>
  **Got unique integration needs?** Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes. [Learn more about Advanced Integration Settings](https://custom.cloudify.biz/)
</Tip>

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