After you close a deal, you usually need to create an invoice. You can do this quickly in Bitrix24 CRM.
Create an invoice
You can create an invoice in several ways:
- From a specific deal
- From the deals list
- In CRM > Invoices
- From a Contact or Company page
- From the Contacts or Companies list
Whichever option you choose, the New invoice form will open.
Complete the New invoice form
The form is divided into several sections.
Invoice information
Enter basic invoice details:
- Name
- Status
- Payment due date
- Responsible person
Payer
Select the payer. Choose an existing company or contact, or create a new one.
After you select the payer, you can view the client’s basic information.
Payment method
Select a payment method from the list.
Your company details also appear in this section.
Recurring payments
Enable this option if you create the same invoice regularly. This helps automate repeat billing.
Invoice items
Add products or services to the invoice. Configure discounts and taxes as needed.
Available actions
After you create the invoice, you can:
- Print the invoice and mail it to the client
- Download the invoice as a PDF file
- Send the invoice by email
- Share a link to the invoice with the client
