Read FAQ
NEW
Bitrix24 Support
Registration and Authentication
How to start
My Profile
Feed
Messenger
Calendar
Bitrix24.Docs
Bitrix24.Drive
Bitrix24.Mail
Workgroups
CoPilot - AI in Bitrix24
Tasks and Projects
CRM
Contact Center
Sales Center
CRM Analytics (beta)
BI Builder
Sales Intelligence
Inventory Management
Marketing
Sites
Online Store (beta)
CRM + Online Store
CRM Store (beta)
Bitrix24.Sign
e-Signature for HR
Company
Knowledge base (beta)
Automation
Workflows
Telephony
Market
Subscription
Settings
Enterprise
Desktop App
General questions
Bitrix24 On-Premise
Log In
Your Bitrix24
Authorize to enter
your company's Bitrix24.
Enter

Bitrix24Care

Invoice (an old version) and estimate templates

In Bitrix24, you can easily create invoices or estimates templates. You just select a document type, and the system automatically creates it.

How to create a template

An invoice template and an estimate template creation processes are the same. As an example, let's take the invoice template creation process.

  • Go to the CRM section > Settings > Payment options > Payment Systems.
  • Click the Create payment system button.
  • Next, specify the template name and description, select the handler (Estimate or Invoice).
    Note that you can create a template not only in English. You can select another language in the Handler of an invoice/estimate.

    In the Client type field, select the type of the client that the template will be created for - contact or company.

How to configure the template fields

Next, customize how the template will look like. You can see how the future document will look like on the right side of the page.

You can edit each value of each field by clicking the Show all fields.
  • Click the Seller tab to add the supervisor job position, accountant job position, etc. Also, you can upload your logo, stamp and signatures.
  • Next, click the Customer's company tab and specify the information there.
  • The General tab is used for specifying the invoice title and comments. Also, you can enable/disable the Show summary option.
  • You can customize your invoice template and upload the background image in the Styles section.
  • The Columns section allows configuring columns and selecting product properties to add to the estimate or invoice.

How to use a template

After saving changes, the new template will be available at the list of payment systems. Make sure that the payment system is active.

Now, when creating a new invoice, you can select this template in the Payment method section.

The estimate template is selected when sending/printing it. Click Actions > Download PDF > select a template.


Was this information helpful?
Integration specialist assistance
That's not what I'm looking for
Complicated and incomprehensible text
The information is outdated
It's too short. I need more information
I don't like the way this tool works
Go to Bitrix24
Don't have an account? Create for free
Related articles
Deadlines view for estimates and invoices Kanban view in CRM Create an estimate List view in CRM Export CRM data