{"id":8672,"date":"2021-06-09T19:40:19","date_gmt":"2021-06-09T12:40:19","guid":{"rendered":"https:\/\/tino.vn\/?post_type=ht_kb&#038;p=8672"},"modified":"2021-07-23T10:25:37","modified_gmt":"2021-07-23T03:25:37","slug":"crm-ban-mau-hoa-don-va-bao-gia-invoices-and-quotes-templates","status":"publish","type":"ht_kb","link":"https:\/\/tino.vn\/blog\/docs\/crm-ban-mau-hoa-don-va-bao-gia-invoices-and-quotes-templates\/","title":{"rendered":"[CRM] B\u1ea3n m\u1eabu h\u00f3a \u0111\u01a1n v\u00e0 b\u00e1o gi\u00e1 (Invoices and quotes templates)"},"content":{"rendered":"<h1>B\u1ea3n m\u1eabu h\u00f3a \u0111\u01a1n v\u00e0 b\u00e1o gi\u00e1 (Invoices and quotes templates)<\/h1>\n<p>Trong Bitrix24, b\u1ea1n c\u00f3 th\u1ec3 d\u1ec5 d\u00e0ng t\u1ea1o c\u00e1c m\u1eabu h\u00f3a \u0111\u01a1n ho\u1eb7c b\u00e1o gi\u00e1. B\u1ea1n ch\u1ec9 c\u1ea7n ch\u1ecdn m\u1ed9t lo\u1ea1i ch\u1ee9ng t\u1eeb v\u00e0 h\u1ec7 th\u1ed1ng s\u1ebd t\u1ef1 \u0111\u1ed9ng t\u1ea1o.<\/p>\n<h2 id=\"C\u00e1ch_t\u1ea1o_m\u1eabu\">C\u00e1ch t\u1ea1o m\u1eabu<\/h2>\n<p>Quy tr\u00ecnh t\u1ea1o m\u1eabu h\u00f3a \u0111\u01a1n v\u00e0 m\u1eabu b\u00e1o gi\u00e1 gi\u1ed1ng nhau. V\u00ed d\u1ee5: h\u00e3y xem quy tr\u00ecnh t\u1ea1o m\u1eabu h\u00f3a \u0111\u01a1n.<\/p>\n<ul>\n<li>Chuy\u1ec3n \u0111\u1ebfn ph\u1ea7n <strong> CRM &gt;<\/strong>\u00a0<strong>C\u00e0i \u0111\u1eb7t&gt; T\u00f9y ch\u1ecdn thanh to\u00e1n&gt; H\u1ec7 th\u1ed1ng thanh to\u00e1n <\/strong>.<a href=\"\/images\/qanda\/invtemplate1.jpg\" data-slb-active=\"1\" data-slb-asset=\"742323371\" data-slb-internal=\"0\" data-slb-group=\"848\"> <img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/373\/invtemplate1.jpg\" alt=\"invtemplate1.jpg\" title=\"\"><\/a><\/li>\n<li>Nh\u1ea5p v\u00e0o n\u00fat <strong> T\u1ea1o h\u1ec7 th\u1ed1ng thanh to\u00e1n <\/strong>.<a href=\"\/images\/qanda\/invtemplate2.jpg\" data-slb-active=\"1\" data-slb-asset=\"1999315499\" data-slb-internal=\"0\" data-slb-group=\"848\"> <img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/ba6\/invtemplate2.jpg\" alt=\"invtemplate2.jpg\" title=\"\"><\/a>Ti\u1ebfp theo, ch\u1ec9 \u0111\u1ecbnh t\u00ean v\u00e0 m\u00f4 t\u1ea3 m\u1eabu, ch\u1ecdn tr\u00ecnh x\u1eed l\u00fd (<strong> B\u00e1o gi\u00e1 <\/strong> ho\u1eb7c <strong> H\u00f3a \u0111\u01a1n <\/strong>) .<a href=\"\/images\/qanda\/invtemplate3.jpg\" data-slb-active=\"1\" data-slb-asset=\"713097589\" data-slb-internal=\"0\" data-slb-group=\"848\"> <img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/09a\/invtemplate3.jpg\" alt=\"invtemplate3.jpg\" title=\"\"><\/a>L\u01b0u \u00fd r\u1eb1ng b\u1ea1n c\u00f3 th\u1ec3 t\u1ea1o m\u1ed9t m\u1eabu kh\u00f4ng ch\u1ec9 b\u1eb1ng ti\u1ebfng Anh. B\u1ea1n c\u00f3 th\u1ec3 ch\u1ecdn m\u1ed9t ng\u00f4n ng\u1eef kh\u00e1c trong <strong> Tr\u00ecnh x\u1eed l\u00fd <\/strong> c\u1ee7a h\u00f3a \u0111\u01a1n\/b\u00e1o gi\u00e1.\n<p>Trong tr\u01b0\u1eddng <strong> Lo\u1ea1i kh\u00e1ch h\u00e0ng <\/strong>, h\u00e3y ch\u1ecdn lo\u1ea1i kh\u00e1ch h\u00e0ng m\u00e0 m\u1eabu s\u1ebd \u0111\u01b0\u1ee3c t\u1ea1o cho \u2013 li\u00ean h\u1ec7 ho\u1eb7c c\u00f4ng ty.<\/li>\n<\/ul>\n<h2 id=\"C\u00e1ch_\u0111\u1ecbnh_c\u1ea5u_h\u00ecnh_c\u00e1c_tr\u01b0\u1eddng_m\u1eabu_(Configure_Fields)\">C\u00e1ch \u0111\u1ecbnh c\u1ea5u h\u00ecnh c\u00e1c tr\u01b0\u1eddng m\u1eabu (Configure Fields)<\/h2>\n<p>Ti\u1ebfp theo, h\u00e3y t\u00f9y ch\u1ec9nh giao di\u1ec7n c\u1ee7a m\u1eabu. B\u1ea1n c\u00f3 th\u1ec3 th\u1ea5y t\u00e0i li\u1ec7u trong t\u01b0\u01a1ng lai s\u1ebd tr\u00f4ng nh\u01b0 th\u1ebf n\u00e0o \u1edf ph\u00eda b\u00ean ph\u1ea3i c\u1ee7a trang.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/8e0\/invtemplate4.jpg\" alt=\"invtemplate4.jpg\" title=\"\"><\/p>\n<p>B\u1ea1n c\u00f3 th\u1ec3 ch\u1ec9nh s\u1eeda t\u1eebng gi\u00e1 tr\u1ecb c\u1ee7a t\u1eebng tr\u01b0\u1eddng b\u1eb1ng c\u00e1ch nh\u1ea5p v\u00e0o n\u00fat <strong> Hi\u1ec3n th\u1ecb t\u1ea5t c\u1ea3 c\u00e1c tr\u01b0\u1eddng <\/strong>.<\/p>\n<ul>\n<li>Nh\u1ea5p v\u00e0o tab <strong> Ng\u01b0\u1eddi b\u00e1n <\/strong> \u0111\u1ec3 th\u00eam v\u1ecb tr\u00ed c\u00f4ng vi\u1ec7c gi\u00e1m s\u00e1t, v\u1ecb tr\u00ed k\u1ebf to\u00e1n, v.v. Ngo\u00e0i ra, b\u1ea1n c\u00f3 th\u1ec3 t\u1ea3i l\u00ean bi\u1ec3u tr\u01b0ng, \u200b\u200bcon d\u1ea5u v\u00e0 ch\u1eef k\u00fd c\u1ee7a m\u00ecnh.<\/li>\n<li>Ti\u1ebfp theo, nh\u1ea5p v\u00e0o tab <strong> C\u00f4ng ty c\u1ee7a kh\u00e1ch h\u00e0ng <\/strong> v\u00e0 ch\u1ec9 \u0111\u1ecbnh th\u00f4ng tin \u1edf \u0111\u00f3.<\/li>\n<li>Tab <strong> Chung <\/strong> \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng \u0111\u1ec3 ch\u1ec9 \u0111\u1ecbnh ti\u00eau \u0111\u1ec1 h\u00f3a \u0111\u01a1n v\u00e0 nh\u1eadn x\u00e9t. Ngo\u00e0i ra, b\u1ea1n c\u00f3 th\u1ec3 b\u1eadt\/t\u1eaft t\u00f9y ch\u1ecdn <strong> Hi\u1ec3n th\u1ecb t\u00f3m t\u1eaft <\/strong>.<\/li>\n<li>B\u1ea1n c\u00f3 th\u1ec3 t\u00f9y ch\u1ec9nh m\u1eabu h\u00f3a \u0111\u01a1n c\u1ee7a m\u00ecnh v\u00e0 t\u1ea3i l\u00ean h\u00ecnh n\u1ec1n trong ph\u1ea7n <strong> Ki\u1ec3u <\/strong>.<\/li>\n<li>Ph\u1ea7n <strong> C\u1ed9t <\/strong> cho ph\u00e9p \u0111\u1ecbnh c\u1ea5u h\u00ecnh c\u00e1c c\u1ed9t v\u00e0 ch\u1ecdn thu\u1ed9c t\u00ednh s\u1ea3n ph\u1ea9m \u0111\u1ec3 th\u00eam v\u00e0o b\u00e1o gi\u00e1 ho\u1eb7c h\u00f3a \u0111\u01a1n.<\/li>\n<\/ul>\n<h2 id=\"C\u00e1ch_s\u1eed_d\u1ee5ng_m\u1eabu\">C\u00e1ch s\u1eed d\u1ee5ng m\u1eabu<\/h2>\n<p>Sau khi l\u01b0u c\u00e1c thay \u0111\u1ed5i, m\u1eabu m\u1edbi s\u1ebd c\u00f3 s\u1eb5n trong danh s\u00e1ch h\u1ec7 th\u1ed1ng thanh to\u00e1n. \u0110\u1ea3m b\u1ea3o r\u1eb1ng h\u1ec7 th\u1ed1ng thanh to\u00e1n \u0111ang ho\u1ea1t \u0111\u1ed9ng.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/16e\/invtemplate5.jpg\" alt=\"invtemplate5.jpg\" title=\"\"><\/p>\n<p>B\u00e2y gi\u1edd, khi t\u1ea1o h\u00f3a \u0111\u01a1n m\u1edbi, b\u1ea1n c\u00f3 th\u1ec3 ch\u1ecdn m\u1eabu n\u00e0y trong ph\u1ea7n <strong> Ph\u01b0\u01a1ng th\u1ee9c thanh to\u00e1n <\/strong>.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/163\/invtemplate6.jpg\" alt=\"invtemplate6.jpg\" title=\"\"><\/p>\n<p>M\u1eabu b\u00e1o gi\u00e1 \u0111\u01b0\u1ee3c ch\u1ecdn khi g\u1eedi\/in. Nh\u1ea5p v\u00e0o <strong> T\u00e1c v\u1ee5&gt; T\u1ea3i xu\u1ed1ng PDF&gt; <\/strong> ch\u1ecdn m\u1eabu.<\/p>\n<p><a href=\"\/images\/qanda\/invtemplate7.jpg\" data-slb-active=\"1\" data-slb-asset=\"1988914713\" data-slb-internal=\"0\" data-slb-group=\"848\"><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/12e\/invtemplate7.jpg\" alt=\"invtemplate7.jpg\" title=\"\"><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>B\u1ea3n m\u1eabu h\u00f3a \u0111\u01a1n v\u00e0 b\u00e1o gi\u00e1 (Invoices and quotes templates) Trong Bitrix24, b\u1ea1n c\u00f3 th\u1ec3 d\u1ec5 d\u00e0ng t\u1ea1o c\u00e1c m\u1eabu h\u00f3a \u0111\u01a1n ho\u1eb7c b\u00e1o gi\u00e1. B\u1ea1n ch\u1ec9 c\u1ea7n ch\u1ecdn m\u1ed9t lo\u1ea1i ch\u1ee9ng t\u1eeb v\u00e0 h\u1ec7 th\u1ed1ng s\u1ebd t\u1ef1 \u0111\u1ed9ng t\u1ea1o. C\u00e1ch t\u1ea1o m\u1eabu Quy tr\u00ecnh t\u1ea1o m\u1eabu h\u00f3a \u0111\u01a1n v\u00e0 m\u1eabu b\u00e1o gi\u00e1 gi\u1ed1ng [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":16424,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"tags":[],"ht_kb_category":[5214],"class_list":["post-8672","ht_kb","type-ht_kb","status-publish","format-standard","has-post-thumbnail","hentry","ht_kb_category-crm"],"_links":{"self":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8672","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/comments?post=8672"}],"version-history":[{"count":0,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8672\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/media\/16424"}],"wp:attachment":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/media?parent=8672"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/tags?post=8672"},{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb_category?post=8672"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}