Bitrix24 Community

Support » Forum » Catherine Trotin
Select date in calendarSelect date in calendar

Pages: 1
Invoice preparation
Hello!

I have some questions regarding Invoices on Bitrix.

- When preparing the template in the Settings > Payments and Invoice, I entered all the banking data regarding my company. However, they don't show in the PDF version of the invoice. Is it normal or should I configure something else?

- In the invoice preparation, the user comments (data that will appear on the invoice) are limited to 250 characters. Is it possible to have more characters? I found out that the notes I wanted to add in my financial documents can be put directly in the document settings but, I'd like to have them in bullet points and they just appear as text. Would it be possible to have the Terms and Conditions in bullet points format as well?

- And finally, the name of the financial document is "Invoice" and I'd like to change it in "Proforma Invoice" so that when I print the PDF version, the document title is "Proforma Invoice". Is is possible to do so?

In advance, thank you very much for your help!

NB: I tried to work with Doc Designer to have more flexibility on the invoice templates but there is some beugues when exporting into PDF and some information appears only in Russian with no way to translate or change it.

Best regards,

Catherine
Different currencies in the product's description in the catalog
Hello,

As of now, we are able to enter the price in just one currency in the catalog of products. And the default currency for the quote and invoice is set in the CRM settings.

Would it possible to add in the catalog of products different currencies when entering the description of the product (for example to have for each product the price in EUR, USD and local currency)?
And then, when preparing the quote and/or the invoice, when adding the products in the List of products section, would it be possible to choose among the currencies previously entered in the product's description on the catalog and, thus, establishing the financial document in the chosen currency?

In advance, thank you very much for your help!

Best regards,
Catherine
Discounts in Quotes and Invoices
Hello!

When creating a quote and/or a invoice, we have the choice to show or not the discount. However, when the "Show discount" is ticked, the discount doesn't appear in the PDF of the document.
Is it possible to make it appear to have the complete financial information on the deal?

Moreover, I noticed that in the quote the discount can be shown in % while in the invoice, the discount is only shown in money amount (ie 2 USD). Is it possible to configure the system so that the discount is also shown in % in the invoice?

In advance, thank you very much for your help!

Best regards,
Catherine
How to structure a catalog of products?
Thank you Yana.
I have a complementary question regarding the creation of the products to add in the catalog.
When I create the product and add it in a section and sub section, once published, the section showed in the product is only the sub section, with no mention of the parent section. Is it possible to configure it in order to have in the final product's "Section" the parent and the daughter section to appear?

In advance, thank you very much!
Catherine
How to work with filters in the CRM?
Let me explain my last question.
When I arrive in my Leads page, I see the list of all my leads (before applying a filter to them). What I would like is that, when I arrive in my Leads page, I see no Leads at all and  make them appear only by applying the filter(s) that interest me. Is it possible?
I hope my explanation is clearer this time :)
How to work with filters in the CRM?
Hi Yana!

Thank you very much for your prompt reply.
I proceeded like that.
I created a field "International market" and a field "Local market". For each field I created a list of countries for the international market and of cities for the local market. That is to say that when creating/editing a lead, I have to choose between International market and Local market field and directly choosing from their list the country/city from which the contact is.
I added these 2 fields in the filter configuration and everything's working fine.

My next question is that when I decide to put all the filter choices in "No", meaning that I'd like to check which lead are not classified according to these 2 fields or to show no leads in my Lead landing page, I still have all my leads there.
Is it possible to configure Bitrix so that when I arrive in my Leads landing page, I see no Leads and just go to the filter section to choose which leads I want to appear?

In advance, thank you very much for your help!

Best regards,
Catherine
Photos of products in quotes
Hello,

I would like to add photos of the products when creating a quote for a client.
Is it possible?

In advance, thank you very much for your help!

Best regards,
Catherine
How to structure a catalog of products?
Hello,

I would like to create a catalog of products including photos and price information and according to 2 main categories:
- Winter collection
- Summer collection
These 2 main categories will have each 2 sub-categories.

How can I configure that?

In advance, thank you for your help!

Best regards,
Catherine
How to work with filters in the CRM?
Hello,

I would like to filter my existing and future leads according to 2 main categories:
- International markets
- Local market
These 2 main categories will include sub-categories.
How can I configure Bitrix to filter any exisiting and future CRM objects for that?
And will it be possible to configure permission accesses by user groups for these different filters?

In advance, thank you very much for your help!

Best regards,
Catherine
Pages: 1
2,000,000+
organizations
are already using Bitrix24