The new invoices are based on smart processes. It means more customization and automation possibilities.
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.
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.
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.
Work with products
You can create a new product directly in the invoice form.
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.
All payment systems that are connected in the Sales Center work in invoices. Payment can be accepted in the same way as in deals.
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.
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.