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Features of new invoices

The new invoices are based on smart processes. It means more customization and automation possibilities.

In this article, new invoices options are described.

Read about switching from old invoices to new ones in the article New invoices in CRM.

We also recommend you to read the article about Smart processes in Bitrix24.

Invoice form

The new invoice form looks the same as the deal form or other CRM elements forms. It has a timeline, automation rules and business processes tabs, and the ability to accept payment.

Read more in the article CRM elements form.

Аutomation

There are automation rules, triggers and business processes in the invoice form. You can automate moving invoices between stages, generating and sending documents to customers.

Read more in the article CRM Automation rules.

Work with products

You can create a new product directly in the invoice form.

Read more in the articles: Add products to deals, leads and quotes and Commercial catalog organization.

Work with documents

New invoices support work with documents. All templates from other elements will work, but you need to bind them to the invoices.

How to bind document to invoices

Go to the document template settings.

Select Invoice in the Bind to CRM sections field. Save your changes. The document templates will appear in the invoices.

Payment systems

All payment systems that are connected in the Sales Center work in invoices. Payment can be accepted in the same way as in deals.

Read more in the article Accept payment in the deal form.

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