An invoice is the foundation of financial relationships between a company and its client. If the document looks unprofessional, lacks mandatory details, or does not match the corporate style, it reduces trust and delays payment. We help create invoice templates in Bitrix24 that look solid and automate routine tasks: from inserting bank details to calculating VAT and the amount in words. Our development is turnkey — from analysis to template deployment and staff training. With 7 years of experience and over 50 completed projects, we guarantee a result that meets your accounting policies.
A typical scenario: a manager manually copies details, recalculates VAT, and writes the amount in words — each invoice takes up to 10 minutes. Over a month, this adds up to several hours of repetitive work with the risk of errors. An automated template reduces this procedure to 30 seconds and eliminates typos. This is 20 times faster than manual filling, saving your company up to 5 hours per month per manager.
In this article, we will look at what types of invoices exist in Bitrix24, how to configure mandatory elements, and how we can speed up this process.
How to automate an invoice template in Bitrix24?
The process includes five stages: analysis, design, implementation, testing, and deployment. At each stage, we take into account the specifics of your business — from 1C integration to the requirements of Federal Law 54-FZ.
What details must be included in an invoice?
According to Russian business practice, an invoice must include:
- Seller details: name, INN/KPP, legal address, bank details (BIC, account number, correspondent account, bank)
- Buyer details: name, INN/KPP, address
- Invoice number and date
- Table of goods/services with quantity, price, and amount
- VAT (if applicable)
- Total amount in figures and words
- Place for signature and seal
It is convenient to store seller details statically in the DOCX template — they rarely change. Buyer data is pulled from the CRM via company or contact placeholders. We verify compliance with the requirements of Federal Law 54-FZ and Ministry of Finance recommendations.
How to add amount in words to an invoice template?
Bitrix24 has no native support for amount in words in Russian. There are three approaches:
| Option | Description | Implementation speed |
|---|---|---|
| Manual field | Manager enters the amount in words in a custom field | Instant, but error-prone |
| Robot + business process | JavaScript action calculates the amount in words and writes to a field | 2–3 days of setup |
| External webhook | When an invoice is modified, REST API triggers a script | 1–2 days + server |
We recommend the second approach: it does not require external hosting and works reliably in the cloud. DOCX templates in Bitrix24 are 3 times more flexible than standard PDF — you can easily change any design elements.
Why automate invoice issuing?
Automation reduces invoice processing time by 20 times compared to manual filling. Average time savings amount to several hours per month per manager. Return on investment occurs within a few months due to reduced operational costs.
What is included in the work
- Analysis of the current invoice type (old or smart process)
- Creation of a template layout in DOCX considering corporate style
- Configuration of custom UF fields for details and amount in words
- Programming a robot or webhook for autofill
- Template upload and testing on 5-10 invoices
- User documentation and 2-week support after delivery
- Access to the template and instructions on how to update details
Step-by-step development process
- Analysis — we find out which invoices you use, what fields are needed, whether there is 1C integration.
- Design — we draw a template layout, agree on the arrangement of details.
- Implementation — we create a DOCX with placeholders, configure fields and automation.
- Testing — we test on real invoices, fix errors.
- Deployment — we upload the template to the working environment, train managers.
At the final stage, we hand over access to the template and instructions on how to update details.
Case: invoice template for an IT company
Our client is an IT company issuing invoices for technical support and development. They needed an invoice with details, a table of services (name, hours, rate, amount), 20% VAT, total in words, and signatures of the director and chief accountant. We chose static storage of details in DOCX, a table of services via the {#Products} repeat block, custom UF fields for VAT and amount in words, and a robot with a JavaScript action to compute these values. The template was uploaded and tested on 10 invoices. Time: 1.5 days. The client saved about 3 hours per month on manual filling.
Timeframes
| Task | Timeframe |
|---|---|
| Modification of a standard template (details, styles) | 4–6 hours |
| Development from scratch + custom fields | 1–2 days |
| Template with automatic amount in words via robot | 2–3 days |
Typical timeframes and cost
Cost is calculated individually and depends on complexity — from a few hours to several days. We will provide an accurate estimate after analyzing your requirements. Typical cost range: from $200 for basic modifications to $800 for a full custom template with automation.
We have 7+ years of development experience on Bitrix and have completed over 50 invoice configuration projects. Our certificates and case studies are available on request. Contact us for an assessment of your project — we will prepare a solution within a day. Order a template development today to save your managers' time.