New invoices are based on Smart Process Automation, offering more customization and automation options. This article explains the new invoice features.
New version of invoices in CRM
Smart Process Automation
Invoice form
The new invoice form is similar to the deal form or other CRM item forms. It includes:
- A timeline
- Automation rules and Workflows tabs
- Receive payment option
CRM item form features and settings
Find and manage invoices in a separate tab in your mobile CRM.
To create an invoice:
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Go to CRM and open the Invoices tab.
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Tap on Plus (+) in the bottom right corner and select Invoice.
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Complete the form and specify the invoice recipient.
Automation
The invoice form includes automation rules, triggers, and business processes. You can automate tasks like moving invoices between stages and generating and sending documents to customers.
Automation rules in CRM
Products
Open the Products tab in the invoice form. Add a new product or select one from the catalog.
Add products to deals, leads and estimates
Product catalog in CRM
- Open the Products tab in the top menu of the invoice form.
- Tap on Plus (+) in the bottom right corner.
- Select or create a product to add to the invoice.
Documents
New invoices support document generation. All templates from other entities will work, but you need to bind them to the invoices.
Document templates
Invoices support document generation in the mobile app. Add a new document or use a template.
Documents in CRM
Payment systems
All payment systems connected in the Sales Center work with invoices. Payments can be accepted just like in deals.
Accept payment in the deal form
