Old invoices will soon become read-only. You will not be able to create or edit them.

Use the new invoice format for all invoice work. It is based on SPA and supports automation, payment processing, and advanced product management.
Features of invoices in CRM

Old invoices do not automatically move to the new format. If you need data from old invoices, export it first and then import it into the new invoices.

Export old invoices

To move data to the new format, first export old invoices from CRM.

1. Go to CRM > Sales > Invoices.
2. In the top-right corner, click Settings (⚙️) > Invoices (old version).
3. Switch to List view.
4. If needed, apply a filter, for example, by stage or assignee. This helps if you only need specific invoices.
5. By default, the export file includes only the fields shown in the table. To change the field set, click Settings (⚙️) in the top-left corner of the table, select the fields you need, and click Apply.
6. In the top-right corner, click Settings (⚙️) > Export invoices to CSV.
7. In the export window, you can enable the Export all invoice fields option:
• If enabled, the file includes all invoice fields, even if they are not shown in the table. In this case, you can skip manual field selection.
• If disabled, the export includes only the fields shown in the table.
8. Click Run and download the export file.

Export CRM data

Import old invoices

After exporting the file, import it into the new invoice section.

1. Go to CRM > Sales > Invoices.
2. Switch to List view.
3. In the top-right corner, click Settings (⚙️) > Import invoices.
4. Upload the file you exported.
5. Check the import settings.
• File encoding: keep UTF-8 if the file was exported from Bitrix24.
• Field delimiter: keep Semicolon if the file was exported from Bitrix24.
• First row is a header: leave this enabled so Bitrix24 can identify field names correctly.
• Skip empty columns: leave this enabled to avoid importing empty values.
• Name format: choose how names appear, for example, First name Last name.
6. Click Continue.
7. Review how Bitrix24 mapped the file data to the new invoice fields:
• On the left are the new invoice fields in Bitrix24.
• On the right are the columns from the file.
8. Bitrix24 maps fields automatically by name. Check that each field is linked correctly.
9. If a field is mapped incorrectly or left empty, click Select or Edit and choose the correct column.
10. Click Continue.
11. Wait for the import to finish, then click Close.

After the import, the invoices appear under CRM > Sales > Invoices.
Import to Bitrix24 CRM

New invoice features

New invoices are based on SPA and follow the same structure as other CRM items. This helps you automate invoice processes, create documents faster, and accept payments directly from the invoice form.

Invoice form. The invoice form now looks similar to the deal form and other CRM item forms. It includes a timeline, automation tabs, and payment tools.

You can adapt the form to your company's workflow. Use standard CRM fields or create custom fields for data such as delivery address or order number.
CRM item form features and settings

You can also contact customers directly from the invoice form by phone or message. All communication is saved in the timeline.

Automation. New invoices support automation rules, triggers, and workflows. For example, you can automatically create a document and send it to a customer.
Create and send an invoice to a customer

Product management. New invoices support product variants and SKUs. You can add products directly in the invoice form and create new catalog items when needed.

Document management. You can create documents from invoices and send them to customers.
Documents in CRM: Create and send to customers

Payment processing. Invoices support all payment methods connected in the Sales Center. You can accept payments the same way as in deals.
Accept payment in the deal form