New invoices are built on Smart Process Automation. They give you more flexibility and automation options. This article explains the updated invoice features.
New version of invoices in CRM
Smart Process Automation
Invoice form
The new invoice form works like other CRM item forms, such as deals. It includes:
- A timeline
- Automation rules and Workflows tabs
- A 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:
- Open CRM.
- Go to the Invoices tab.
- Tap Plus (+) in the bottom right corner.
- Select Invoice.
- Fill out the form and specify the 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 at the top of the form.
- Tap Plus (+).
- Select or create a product.
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
Reports
Reports for the new invoices are not available yet.