How to: create standard documents in bitrix24
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You need to watch that video if you want to know how to create standard documents again and again.
I share my experience how you can download your company standard template in #Bitrix and base on it generate your Invoice, Contracts, Offers and any other documents during a few seconds!
Forget about creating the same documents in word with typing errors and wasting your time of doing the same job each time.
#DocumentsBitrix24 #InvoiceBitrix24 #QuoteBitrix24
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and give it price its '100', Quantities '3', add another row, 'Products 2' and your price will be '300',
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and '4' pieces. Okay, then you save that, okay I'll go to deal. Okay, for example using that information,
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like contract amount, invoice amount, if you want test the name of a company, and product details.
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For example, using that data I want to generate some invoice, and that invoice should be who looks exactly in this template.
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So I got address, I got invoice number, I got invoice date,
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I got bank details, I got to whom that invoice shall be sent to, and also I got us some small table of products.
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Okay, first of all will download that
template inside of Bitrix, or that I shall go to documents,
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So in that particular video. I'll show you how you can generate template of your documents,
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using documents inside of a deal, also you can use 'Invoice', and even quotation code but it's something different,
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I will show you it now in deals. So going to 'Documents', 'Add New Template'. Okay, 'Upload', select from your computer,
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and just like that, template. Okay, give a name like 'Invoice for Europe'.
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Okay, signature stamp off, company,
contact, lead, and all deals. Okay, now I guess I will explain for two different C's
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Okay, will be assigned to all employees, and select invoice 'Save'.
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Okay, so we go to here. Now we're closing that. CTRL + L, just update your page, don't forget Bitrix-24 to choose a website.
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and go to 'Document', and we got that 'Invoice for Europe'.
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Okay, so by then we got the same document as we go out here in that template, and what we shall do now,
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we shall extract somehow 'Invoice Number', 'Invoice Date', and to whom that invoice is dedicated to,
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and product descriptions. Okay, how we shall do that? We're closing that document for now, and going to 'Document',
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and 'Add New Template', and now we go on these very small button very difficult to find by the way,
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going to 'Fields', and here we shall to
select which particular fields should be extracted from Bitrix database,
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and published in this particular template. So first of all we got 'Invoice Number',
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Okay, we shall type here 'number' or invoice, and try to find here. Okay we got document number,
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which is number here, copy that, going back to invoice, copy, and going back invoice date.
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Okay, let's try to find date, what kind of date we got. Okay, we got here 'Created On' means document created inside of a deal.
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Okay, copy, copy here. Okay, make it the same as before. Okay, then go into here,
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to whom that invoice is dedicated to. Okay, in that case you get two options. Okay, we shall go back to the
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Okay, first of all we shall extract test company address. Okay, should be 'Address', 'City', 'Country'.
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Okay for that case you shall go to the
company, and select fields which is assigned on the address of that company.
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For example, click 'Change' here, inside of the company going to where company details.
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Okay 'Details' company. Okay, and you may put 'Testing Company' name here,
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and select 'Street address', and put it here. There is one option, okay. But also we can add special fields or select special fields right here,
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and select from our sections, address, an office,
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or add new special parameters, and even instruct them to your particular document, saving that.
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So, in this particular case the name of company name will be here as 'Company Requisite Name' which is here.
Watch video How to: create standard documents in bitrix24 online without registration, duration hours minute second in high quality. This video was added by user EMCsoft 16 January 2019, don't forget to share it with your friends and acquaintances, it has been viewed on our site 3,694 once and liked it 59 people.