Find won deals that have no invoice yet.

1. Read the deals your team won and the people behind them.

   Add your Pipedrive company and the Stripe account you bill from to one project. Read Deals inventory with Deal ID, Deal title, Owner ID, Person ID, Deal value, Currency, Deal status and Won at, and People with Person ID, Person name and Email addresses. Both are current records at the read time, so keep the won deals whose Won at falls in your window, in UTC. Archived deals are a separate dataset; read it too if your team archives deals after closing them.

2. Read the Stripe invoices that could belong to those deals.

   Read invoices with ID, number, customer, customer email, created, status, currency, total, amount due, amount paid, amount remaining, due date and metadata. The window filters by invoice creation date in UTC, so start it before the earliest win in case an invoice was created first. Stripe amounts are in the smallest currency unit: divide USD and EUR amounts by 100. A finalized invoice keeps the customer email it had when it was finalized.

3. Match each deal to its invoice and agree who bills.

   Match on a deal ID stored in the invoice metadata first, if your team records one. Otherwise compare the invoice customer email with every address on the deal’s person, after trimming spaces and lowering case, and label those matches as email only. Group each won deal: paid, open, draft, voided with no replacement, no invoice found, and amount or currency differs. Leave deals still inside your own billing window off the action list. Take the list to the finance and sales review, where the deal owner confirms the details and finance issues the invoice in Stripe.

Pinecrest Legal was won on Oct 16. Its invoice DP-1042 was voided the next day and no other invoice carries deal ID 9106 or the customer’s email. Ridgeway Dental was won on Nov 3 and nothing in Stripe matches the deal ID or the person’s email. Saltmarsh Coffee’s invoice was created on Nov 6 and is still a draft, so it has no number and the customer has not received it. The open invoice carries deal ID 9105 and totals $8,100, which is $900 less than the deal value. Neither source explains the difference. It could be an agreed discount the rep did not record, a missing line item or a deal value that includes something billed later. This invoice has no deal ID in its metadata. Its customer email, billing@kestreltours.example, is the second address on the person linked to the deal, and the paid total equals the deal value in the same currency.

Fictional rows matching the example above. Attach these files to your assistant for a sample analysis.

Add your Pipedrive company and the Stripe account you bill from to one project. Read Deals inventory with Deal ID, Deal title, Owner ID, Person ID, Deal value, Currency, Deal status and Won at, and People with Person ID, Person name and Email addresses. Both are current records at the read time, so keep the won deals whose Won at falls in your window, in UTC. Archived deals are a separate dataset; read it too if your team archives deals after closing them. Read invoices with ID, number, customer, customer email, created, status, currency, total, amount due, amount paid, amount remaining, due date and metadata. The window filters by invoice creation date in UTC, so start it before the earliest win in case an invoice was created first. Stripe amounts are in the smallest currency unit: divide USD and EUR amounts by 100. A finalized invoice keeps the customer email it had when it was finalized. Match on a deal ID stored in the invoice metadata first, if your team records one. Otherwise compare the invoice customer email with every address on the deal’s person, after trimming spaces and lowering case, and label those matches as email only. Group each won deal: paid, open, draft, voided with no replacement, no invoice found, and amount or currency differs. Leave deals still inside your own billing window off the action list. Take the list to the finance and sales review, where the deal owner confirms the details and finance issues the invoice in Stripe.

A deal is counted once, even when its person has several email addresses or several invoices. Deal ID in the invoice metadata is used before email, and email-only matches are labeled for finance to confirm. Stripe amounts are converted from the smallest currency unit, and totals never mix USD and EUR. Deals are current Pipedrive records at the read time; invoices are selected by creation date in UTC, starting before the earliest win.

• A deal is counted once, even when its person has several email addresses or several invoices.
• Deal ID in the invoice metadata is used before email, and email-only matches are labeled for finance to confirm.
• Stripe amounts are converted from the smallest currency unit, and totals never mix USD and EUR.
• Deals are current Pipedrive records at the read time; invoices are selected by creation date in UTC, starting before the earliest win.

• Access to the intended Pipedrive account or property.
• Access to the intended Stripe account or property.
• A deal is counted once, even when its person has several email addresses or several invoices.

For blended reports, align dates, normalized URLs, and reporting grain. Query-level search rows must not duplicate page-level sessions.