Bitrix24 Invoice Setup: Details, Templates, Online Payment

Automate Invoice Workflows in Bitrix24 CRM

An invoice from Bitrix24 arrives at the client without details, without a stamp — and the manager still duplicates it manually in 1C. A typical picture when invoices are enabled but not configured. As a result — errors in details, lost payments, double work. We configure invoices so they work automatically: from filling in details to online payment. Over 10 years of experience, certified specialists, 100+ successful projects. Order turnkey setup — and forget about manual duplication.

Two types of invoices in Bitrix24

Bitrix24 has two independent invoice mechanisms. Old invoices — a separate CRM entity (CCrmInvoice), table b_crm_invoice. Actually an outdated module, but still active on many portals. New invoices (smart invoices) — implemented via smart processes (Crm\Item), stored in b_crm_dynamic_items_N where N is the type ID. This is what Bitrix recommends in modern versions CommerceML.

The invoice is linked to a deal via the standard widget in the deal card. The invoice total and its status are displayed right in the deal. Automatic invoice creation when a deal moves to a certain stage is a task for the robot Create invoice. Our team has extensive experience with CRM invoices in Bitrix24, ensuring seamless setup of robots for invoices in Bitrix24.

What's included in the turnkey invoice setup

Invoice setup is not limited to activating the module. Here's the full list of work included:

• Audit of the current state: which invoices are used, are details present, is online payment connected.
• Configuring company details: filling in all legal entities, bank details, signatures, and stamps.
• Custom printed form template: HTML layout with variables {=Document.FIELD_NAME}. We take into account the requirements of 54-FZ if fiscalization is needed.
• Connecting a payment system: YuKassa, Tinkoff, CloudPayments, Sber — configuration of the handler, testing callbacks.
• Robots and business processes: automatic invoice creation when a deal moves to a stage, sending notifications.
• Integration with 1C (if necessary): synchronization of invoices via CommerceML. We guarantee correct data transfer for 1C invoices Bitrix24.
• Manager training: how to issue an invoice in one click, how to track payments.
• Support guarantee: 30 days after launch — we fix errors for free.

After setup, the number of errors in details is reduced by 95%, and the manager's time savings — up to 3 hours per day (saves ~$500/month in labor). We offer flexible pricing: basic setup starts at $200, full package from $500. Get a free audit — we will analyze your CRM and propose a solution.

Configuring company details and printed form

Company details for the invoice are set in CRM → Settings → Details — there you link the legal entity, TIN, current account, address. Without this step, the printed form will be empty. Critical point: bank details in the template are output through detail fields ({=Document.REQUISITE_BANK_NAME}, {=Document.REQUISITE_ACCOUNT}). If details are not filled in the settings — the fields will be empty, without error. We check each field and, if necessary, create custom handlers to substitute data from directories. Use our guide to configure company details Bitrix24.

The invoice template is configured similarly to quotes: CRM → Settings → Documents → Invoices. The standard template is basic. For a custom template, you need HTML with variables {=Document.FIELD_NAME}. Example template fragment:

<table> <tr><td>Supplier:</td><td>{=Document.REQUISITE_COMPANY_NAME}</td></tr> <tr><td>TIN/KPP:</td><td>{=Document.REQUISITE_INN}/{=Document.REQUISITE_KPP}</td></tr> <tr><td>Current account:</td><td>{=Document.REQUISITE_ACCOUNT}</td></tr> </table> 

Why does the invoice come with empty fields?

Details must be filled for each legal entity that appears in the invoice. In the detail card, be sure to specify the bank, BIC, correspondent account. If you use multi-currency — check the currency settings. After filling, test the printed form: create a test invoice and generate a PDF.

How to connect online payment?

Bitrix24 supports online payment of invoices through the sale module. You can connect a payment system to the invoice: YuKassa, Tinkoff, CloudPayments, and others. Setup: CRM → Settings → Payment → Payment Systems. After setup, a 'Pay Online' button appears on the invoice, the client receives a link to the payment page. Upon successful payment, the invoice status changes automatically via callback from the payment system — handler in \Bitrix\Sale\PaySystem\Manager. If the status does not change — check the availability of the handler URL and logs in b_sale_pay_system_log. We guarantee correct operation: we test all scenarios (success, failure, refund). Our payment system setup Bitrix24 ensures seamless integration.

Comparison of old and smart invoices

Smart invoices Bitrix24 are better than old ones: they are more flexible in setting up statuses and are easily linked to deals. Setting up a robot for an old invoice required an additional module, while for a smart invoice — a couple of clicks in the robot designer.

Process and timelines

1. Analysis: study current invoices, details, payment systems. Gather requirements for template and integrations.
2. Design: choose invoice type (smart), design statuses and robots. Agree on printed form layout.
3. Implementation: configure details, template layout, connect payment system, create robots. Write custom handlers if necessary.
4. Testing: issue test invoices, pay, check statuses, printed forms, synchronization.
5. Deployment: transfer to live portal, train managers, hand over documentation.

The cost is calculated individually after the audit. Average savings from automation — up to 40% of sales department time. Get a consultation — we will assess your project and propose a solution. We also offer invoice integration Bitrix24 for various business needs.

Typical problems with 1C synchronization

If the invoice does not synchronize with 1C — the reason is most often in the exchange settings. Typical errors:

• Exchange profile not configured in the '1C-Bitrix: Site Management' module.
• Incorrect URL for exchange (should be /bitrix/admin/1c_exchange.php).
• Company details not filled (1C sends empty fields).
• Currency conflict: the invoice currency in Bitrix24 does not match the currency in 1C.

We solve these problems: check the exchange scheme, fix settings, and guarantee correct data transfer for 1C invoices Bitrix24.

Order turnkey invoice setup in Bitrix24 CRM — we will eliminate manual work and errors. Leave a request for a free audit — we will analyze your CRM and offer a setup plan. Get a consultation right now. We have over 10 years of experience and 100+ projects completed, ensuring high quality and reliability.