Configuring Invoices in Bitrix24 CRM
An invoice from Bitrix24 arrives at the client without company details, without a stamp, and the manager still duplicates it manually in 1C. This is the typical picture when invoices are enabled but not configured.
Two Types of Invoices in Bitrix24
Bitrix24 has two independent invoice mechanisms:
Old invoices — a separate CRM entity (CCrmInvoice), table b_crm_invoice. Works in classic CRM. Effectively a legacy 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. Available in Bitrix24 starting from version 21.x. These are the ones Bitrix recommends using now.
To understand which type is used on the portal: CRM → Invoices — if a smart process page with a kanban/list view opens, these are new invoices. If the old interface without stages opens — these are old invoices.
Configuring Company Details and Print Form
Company details for the invoice are set in CRM → Settings → Requisites — here you bind the legal entity, tax ID, bank account, and address. Without this step the print form will be empty.
The invoice template is configured similarly to proposals: CRM → Settings → Documents → Invoices. The standard template is basic. For a custom template, HTML with {=Document.FIELD_NAME} variables is required.
Critical point: bank details in the template are output via requisite fields ({=Document.REQUISITE_BANK_NAME}, {=Document.REQUISITE_ACCOUNT}). If the requisites are not filled in the settings — the fields will be empty, without an error.
Online Invoice Payment
Bitrix24 supports online invoice payment via the sale module. A payment system can be connected to an invoice: YooKassa, Tinkoff, CloudPayments, and others.
Configuration: CRM → Settings → Payment → Payment systems. After configuration, an "Pay online" button appears in the invoice, and the client receives a link to the payment page.
On successful payment, the invoice status changes automatically via a callback from the payment system — the handler is in \Bitrix\Sale\PaySystem\Manager. If the status does not change — check the accessibility of the handler URL and logs in b_sale_pay_system_log.
Integration with a Deal
An invoice is linked to a deal via the standard widget in the deal card. The invoice amount and its status are displayed directly in the deal.
Automatic invoice creation when a deal transitions to a specific stage — this is a job for the "Create invoice" robot. Configured in CRM → Robots at the required pipeline stage.
Implementation Timeframes
| Task | Time |
|---|---|
| Company requisites | 30 min |
| Custom invoice template | 2–4 h |
| Payment system connection | 2–3 h |
| Robots for auto-creating invoices | 1–2 h |
Full configuration — 1 working day. If synchronisation of invoices with 1C is needed — that is a separate integration task with the 1C-Bitrix: Website Management module.