What was built
Engineering and software contracts are rarely paid in one go, so this is an installment-driven invoicing engine between Pipedrive and sevDesk rather than a won-deal-creates-invoice hook.
| Area | Description |
|---|---|
| Two invoicing paths | A won deal with no payment schedule produces a single sevDesk invoice; a deal with installments runs the milestone workflow instead, and each installment becomes its own invoice |
| Approval gates | A status gate before each milestone and an invoice-release gate after it, both collected through a form, so nothing invoices before the work is confirmed |
| sevDesk contact helper | One shared sub-scenario that searches, creates or updates the sevDesk contact, instead of three copies of the same logic |
| Tax handling | VAT and tax rules derived from the line items and validated against defined test cases, rather than carried in the installment label |
| Address resolution | Billing address resolved by priority with geocoding for the country, and a hard stop when the result is ambiguous |
| Payment sync | Payment receipts monitored in sevDesk and written back to Pipedrive, so the paid state of each installment is visible where sales works |
| Write-back | Invoice number and PDF returned to the Pipedrive deal on the draft-to-open transition, with events logged on the invoice activity |
The milestone check-ins started on a third-party form and are moving to our own form tool, so the feedback loop is a first-class part of the invoicing flow rather than an email someone has to remember to send.
Tech stack
| Technology | Role |
|---|---|
| Pipedrive | CRM, deals, products, installment schedule, projects |
| sevDesk | Invoicing and payment monitoring |
| Make.com | The invoicing, gating and payment-sync scenarios |
Project stats: 39 tasks, ~52h, running since June 2026.
Zuletzt bearbeitet
- 2026-09-06 [sevdesk] Recurring software subscription billing via Billing Frequency field Open
- 2026-09-04 PD- sevdesk - Projects/Tally In Progress
- 2026-09-04 Log sevdesk invoice/payment events into Invoice activity note (frontmatter format) In Progress
- 2026-09-04 Deal field "Amount Paid" — idempotent recalculation from paid Invoice-activities Open
- 2026-09-04 Write sevdesk invoice number and PDF back to Pipedrive on draft-to-open transition In Progress
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