An invoice is required at the final stage of working with a customer when the deal terms are agreed upon, and it's time to proceed with payment. In Bitrix24, an invoice is a CRM item that stores information about products, amounts, and details.

You can create and send an invoice to a customer directly from the CRM. The document is filled out automatically, without manual data entry.

Create an invoice

You can create an invoice based on CRM items, such as deals and estimates, or directly from the Invoices section.

From a deal or estimate form. This method is suitable if you are managing a deal and want to issue an invoice immediately after agreeing with the customer. For example, after a call, you record the amount in the deal and want to issue the invoice right away.

1. Go to CRM > Deals.
2. Next to the relevant deal, click Three dots (...) > Create from source > Invoice > Continue.

After creation, the invoice will appear in the CRM and be linked to this deal. Data from the deal will automatically transfer to the invoice form.

From the Invoices section. This method is suitable if you are working with the invoice list and want to create a new one without navigating to a deal or estimate form.

1. Open the CRM > Invoices section.
2. Click Plus (+) > Invoice.
3. Fill in the fields and add products.
4. Click Create.

Send an invoice to a customer

An invoice can be sent directly from its form. To do this, first generate the document using a template. Bitrix24 provides a standard invoice template that can be used immediately without additional setup. If your company has specific document requirements, you can add your own template.

To create a document, in the invoice form, click Three dots (...) > Documents > Create document and select the required template. A new template can only be uploaded in Bitrix24 on a computer.

In the document tab, click Three dots (...) to:

• Generate a QR code for payment — for this, your company's banking details must be filled in the CRM
• Add a stamp and signature to the document
• Open the form with your company's details
• Open the customer's form

To open the QR code, download, print, or edit the completed document, use the buttons on the bottom panel.

To send the document to the customer, click Send.

Select the desired sending method:

• Via SMS — if an SMS provider is connected and the customer's phone number is specified. The customer will receive a link to the document.
• Via email — if an email account is connected to Bitrix24 and the customer's email is specified. The customer will receive the document in pdf format.
• Share the document — the file can be sent through any app on your phone, such as a messenger or email.

You can copy a public link to the document and send it to the customer by any means.