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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.

Web version
Mobile app

Invoice form

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

Read more in the article - CRM entity form.

Automation

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 - Automation rules in CRM.

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 estimates and Commercial catalog organization.

Work with documents

New invoices support work with documents. All templates from other entities 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.

Read more in the article - Document templates.

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.

Reports

The option of creating reports based on new invoices has not been implemented yet.

Now you can work with invoices in the Mobile app. You can find them in a separate tab in your Mobile CRM.


Create an invoice

Go to CRM and open the Invoices tab.

Tap on + in the bottom right corner and select Invoice.

Complete the form and specify the invoice recipient.


Add products

Open the Products tab in the top menu of the invoice form. Then tap on + in the bottom right corner. Select or create a product to add to the invoice.


Generate a document

Invoices support document generation in the Mobile app. Add a new document or use a template.

Read more in the article - Documents in CRM.
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