How to create an invoice (an old version)

When a deal is closed you need to create an invoice. You can do that easily in Bitrix24 CRM!

How to create an invoice

There are several ways to create an invoice:

  • Generate an invoice from a particular deal

  • Generate an invoice from the deals list

  • Create an invoice in CRM > Inoices section

  • Create an invoice from Contact or Company page

  • Create an invoice from Contacts or Companies list

In any case, you will get to the New invoice form.

How to fill a new invoice form

A new invoice form is divided into blocks:

  • Invoice information

    Here you need to add general information - name, status, payment deadline and responsible person.

    You can read more about statuses customization in the article - Statuses and dropdowns.
  • Payer

    You need to specify a payer in this block. You can select a company or a contact from the list or create a new one.

    You can view brief information about the client after selecting the payer.

  • Payment method

    Select the needed payment method from the list.

    You can read more about payment methods configuration in the article - Payment systems.

    Your company details are also displayed in this block.

    Learn how to add your company details in the article - My Company Details.
  • Recurring payments

    You can make the invoice recurring if you often create the same invoice.

    Read more about Recurring Invoices.
  • Invoice items

    Select products and configure discounts and taxes in this block.

  • Actions with the invoice

    Your invoice is ready. What actions can you perform with it?

    • You can print the invoice and send it to the client by mail
    • Download it as PDF file
    • Send the invoice to the client by e-mail
    • Send the client the invoice link
    • Read more about Online Payment Options.

    Recommended articles
    Was this information helpful?
    Integration specialist assistance
    That's not what I'm looking for
    Complicated and incomprehensible text
    The information is outdated
    It's too short. I need more information
    I don't like the way this tool works
    Go to Bitrix24
    Don't have an account? Create for free