{"id":8676,"date":"2021-06-09T19:42:25","date_gmt":"2021-06-09T12:42:25","guid":{"rendered":"https:\/\/tino.vn\/?post_type=ht_kb&p=8676"},"modified":"2021-07-23T10:22:06","modified_gmt":"2021-07-23T03:22:06","slug":"crm-hoa-don-invoices","status":"publish","type":"ht_kb","link":"https:\/\/tino.vn\/blog\/docs\/crm-hoa-don-invoices\/","title":{"rendered":"[CRM] H\u00f3a \u0111\u01a1n (Invoices)"},"content":{"rendered":"

H\u00f3a \u0111\u01a1n (Invoices)<\/h1>\n

Khi b\u1ea1n \u0111\u00e3 ch\u1ed1t th\u1ecfa thu\u1eadn th\u00e0nh c\u00f4ng, b\u1ea1n c\u1ea7n t\u1ea1o h\u00f3a \u0111\u01a1n.<\/p>\n

\"bill1.jpg\"<\/p>\n

Tr\u1ea1ng th\u00e1i h\u00f3a \u0111\u01a1n<\/h2>\n

H\u00f3a \u0111\u01a1n trong Bitrix24 c\u00f3 th\u1ec3 \u1edf c\u00e1c tr\u1ea1ng th\u00e1i kh\u00e1c nhau. V\u00ed d\u1ee5: khi b\u1ea1n \u0111\u00e3 t\u1ea1o h\u00f3a \u0111\u01a1n, h\u00f3a \u0111\u01a1n \u0111\u00f3 c\u00f3 tr\u1ea1ng th\u00e1i \u201cM\u1edbi\u201d. Khi b\u1ea1n \u0111\u00e3 g\u1eedi n\u00f3 cho m\u1ed9t kh\u00e1ch h\u00e0ng, n\u00f3 c\u00f3 tr\u1ea1ng th\u00e1i \u201c\u0110\u00e3 g\u1eedi cho kh\u00e1ch h\u00e0ng\u201d. C\u00f3 hai tr\u1ea1ng th\u00e1i cu\u1ed1i c\u00f9ng: \u201c\u0110\u00e3 tr\u1ea3 ti\u1ec1n\u201d v\u00e0 \u201cCh\u01b0a thanh to\u00e1n\u201d.<\/p>\n

\"bill2.jpg\"<\/p>\n

B\u1ea1n c\u00f3 th\u1ec3 \u0111\u1ecbnh c\u1ea5u h\u00ecnh c\u00e1c tr\u1ea1ng th\u00e1i h\u00f3a \u0111\u01a1n trong ph\u1ea7n CRM ><\/strong> C\u00e0i \u0111\u1eb7t> \u0110i\u1ec3m b\u1eaft \u0111\u1ea7u> Tr\u1ea1ng th\u00e1i v\u00e0 menu th\u1ea3 xu\u1ed1ng> Tr\u1ea1ng th\u00e1i h\u00f3a \u0111\u01a1n <\/strong>.<\/p>\n

\" <\/a><\/p>\n

\u0110\u1ecdc th\u00eam v\u1ec1 c\u00e1c tr\u1ea1ng th\u00e1i v\u00e0 danh s\u00e1ch th\u1ea3 xu\u1ed1ng trong b\u00e0i vi\u1ebft \u2013 C\u00e1c \u0111i\u1ec3m d\u1eebng v\u00e0 tr\u00ecnh \u0111\u01a1n th\u1ea3 xu\u1ed1ng (danh s\u00e1ch l\u1ef1a ch\u1ecdn) <\/a>.<\/p>\n

Ch\u1ebf \u0111\u1ed9 xem danh s\u00e1ch, kanban v\u00e0 ch\u1ebf \u0111\u1ed9 xem b\u00e1o c\u00e1o<\/h2>\n

M\u1edf Ph\u1ea7n CRM <\/strong>> H\u00f3a \u0111\u01a1n> Danh s\u00e1ch <\/strong> \u0111\u1ec3 xem danh s\u00e1ch h\u00f3a \u0111\u01a1n.<\/p>\n

\"bill3.jpg\"<\/p>\n

Ngo\u00e0i ra, b\u1ea1n c\u00f3 th\u1ec3 s\u1eed d\u1ee5ng ch\u1ebf \u0111\u1ed9 xem Kanban <\/strong>.<\/p>\n

\"bill4.jpg\"<\/p>\n

\u0110\u1ecdc th\u00eam v\u1ec1 ch\u1ebf \u0111\u1ed9 xem Kanban trong b\u00e0i vi\u1ebft \u2013 Ch\u1ebf \u0111\u1ed9 xem Kanban trong Bitrix24 CRM <\/a>.<\/p>\n

\u0110\u1ec3 chuy\u1ec3n sang ch\u1ebf \u0111\u1ed9 xem B\u00e1o c\u00e1o <\/strong>, b\u1ea1n c\u1ea7n chuy\u1ec3n \u0111\u1ebfn Ph\u00e2n t\u00edch CRM> B\u00e1o c\u00e1o c\u1ee7a t\u00f4i> H\u00f3a \u0111\u01a1n <\/strong>.<\/p>\n

\"billrep1.jpg\"<\/p>\n

\u0110\u1ecdc v\u1ec1 c\u00e1c b\u00e1o c\u00e1o trong b\u00e0i vi\u1ebft \u2013 B\u00e1o c\u00e1o ph\u00e2n t\u00edch h\u00f3a \u0111\u01a1n (trang t\u1ed5ng quan) <\/a>.<\/p>\n

C\u00e1c t\u00e1c v\u1ee5 kh\u1ea3 d\u1ee5ng<\/h2>\n

M\u1edf menu t\u00e1c v\u1ee5 \u0111\u1ec3 xem, ch\u1ec9nh s\u1eeda, sao ch\u00e9p, x\u00f3a h\u00f3a \u0111\u01a1n.<\/p>\n

\"bill5.jpg\"<\/p>\n

Nh\u1ea5p v\u00e0o n\u00fat b\u00e1nh r\u0103ng c\u01b0a \u0111\u1ec3 xu\u1ea5t h\u00f3a \u0111\u01a1n v\u00e0 truy c\u1eadp c\u00e1c m\u1eabu h\u00f3a \u0111\u01a1n \u0111\u1ecbnh k\u1ef3.<\/p>\n

\"bill6.jpg\"<\/p>\n

\u0110\u1ecdc th\u00eam trong c\u00e1c b\u00e0i vi\u1ebft n\u00e0y \u2013 Xu\u1ea5t d\u1eef li\u1ec7u CRM <\/a> v\u00e0 H\u00f3a \u0111\u01a1n \u0111\u1ecbnh k\u1ef3 <\/a>.<\/p>\n

\u0110\u1ec3 t\u1ea1o h\u00f3a \u0111\u01a1n m\u1edbi, h\u00e3y nh\u1ea5p v\u00e0o n\u00fat T\u1ea1o h\u00f3a \u0111\u01a1n <\/strong>.<\/p>\n

\"bill7.jpg\"<\/p>\n

B\u1ea1n c\u00f3 th\u1ec3 \u0111\u1ecdc v\u1ec1 t\u1ea5t c\u1ea3 c\u00e1c c\u00e1ch t\u1ea1o h\u00f3a \u0111\u01a1n trong b\u00e0i vi\u1ebft \u2013 C\u00e1ch t\u1ea1o h\u00f3a \u0111\u01a1n <\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

H\u00f3a \u0111\u01a1n (Invoices) Khi b\u1ea1n \u0111\u00e3 ch\u1ed1t th\u1ecfa thu\u1eadn th\u00e0nh c\u00f4ng, b\u1ea1n c\u1ea7n t\u1ea1o h\u00f3a \u0111\u01a1n. Tr\u1ea1ng th\u00e1i h\u00f3a \u0111\u01a1n H\u00f3a \u0111\u01a1n trong Bitrix24 c\u00f3 th\u1ec3 \u1edf c\u00e1c tr\u1ea1ng th\u00e1i kh\u00e1c nhau. V\u00ed d\u1ee5: khi b\u1ea1n \u0111\u00e3 t\u1ea1o h\u00f3a \u0111\u01a1n, h\u00f3a \u0111\u01a1n \u0111\u00f3 c\u00f3 tr\u1ea1ng th\u00e1i \u201cM\u1edbi\u201d. Khi b\u1ea1n \u0111\u00e3 g\u1eedi n\u00f3 cho m\u1ed9t kh\u00e1ch […]<\/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-8676","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\/8676","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=8676"}],"version-history":[{"count":0,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8676\/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=8676"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/tags?post=8676"},{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb_category?post=8676"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}