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
0:05:29
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.
0:06:37
So, in this particular case the name of company name will be here as 'Company Requisite Name' which is here.
Смотрите видео How to: create standard documents in bitrix24 онлайн без регистрации, длительностью часов минут секунд в хорошем качестве. Это видео добавил пользователь EMCsoft 16 Январь 2019, не забудьте поделиться им ссылкой с друзьями и знакомыми, на нашем сайте его посмотрели 3,694 раз и оно понравилось 59 людям.