DocMaster24 — help

DocMaster24 creates quotes, proforma invoices, invoices, service agreements, acceptance protocols and order confirmations from the data of a Bitrix24 deal — with EU VAT, reverse charge, amount in words in English or Polish and a payment QR code (EPC for EUR, ZBP for PLN).

1. Quick start

1. Open DocMaster24 from the left menu and fill in Company details: name, address, VAT ID, IBAN and BIC. Empty fields are taken from CRM → My company details.
2. Choose the document language on the Templates tab: English or Polski. It is set automatically from your account language when the app is installed.
3. Open any deal and go to the DocMaster24 tab (there is also a DocMaster24: document button at the top of the deal). Click a template — the document is ready in a few seconds.

2. Company details

The seller block, bank details and payment QR code come from Company details in the app. Each empty field falls back to the requisites of your company in the CRM. Two IBANs can be set: the main account (used for PLN and as default) and an EUR account (used for EUR documents and the EPC QR code). IBAN and BIC are checked when you save.

The buyer comes from the deal: the requisites linked to the deal, otherwise the first requisites of the deal's company, otherwise the company or contact name. The VAT ID of the buyer is taken from the requisites (VAT ID field).

Document rules: payment term, quote validity, reverse charge mode, split payment note, QR code mode, number and date format (by default en-GB for English documents, pl-PL for Polish), a default currency for deals without one and an optional note at the end of every document.

3. Creating documents

On the deal tab, click a template. With Pro (and during the 14-day trial) the document is attached to the deal — you find it in the deal's Documents — and opens as PDF; optionally a copy is saved to the shared Drive, folder DocMaster24. With Free the document is downloaded to your computer. Tick select several to create several documents at once.

Numbers are given per document type and year: INV/2026/00001, Q/2026/00001, PF/2026/00001 and so on. Creating the same document for the same deal again keeps its number.

Deals without products. If a deal has an amount but no products, the document gets one line with the deal title and the deal amount as the total including VAT. The VAT rate is taken from the deal's tax, otherwise from Default VAT rate when the deal has no products in Company details (by default the standard rate of your country, e.g. 23% in Poland). With reverse charge the line has no VAT. A deal without products and amount gives a document without totals, amount in words and QR code, and a warning.

If something is missing — no company details, no buyer, no products, no IBAN for the QR code — the document is still created and a yellow note tells you exactly what to fill in.

4. Ready-made templates

Contracts are examples written in plain language. Review them with your lawyer before use and upload your own version if needed.

5. VAT, reverse charge, split payment

• Rates come from the products of the deal (any rates: 23%, 8%, 5%, 0%, 19%, 21%…). Each line shows net, VAT and gross; invoices and proformas have a VAT summary by rate. Lines are rounded to cents and totals are sums of the lines. A product without a VAT rate is shown as n/a (English) or zw. (Polish).
• Reverse charge — automatic when the seller and the buyer are in different EU countries and the buyer has a VAT ID. VAT is not charged, the rate shows RC / np. and the document says “Reverse charge” / “Odwrotne obciążenie” with a reference to Article 196 of Directive 2006/112/EC. You can switch it to “always” or “never”.
• Split payment (Mechanizm podzielonej płatności) — for PLN documents of 15,000 zł gross or more to a business. It is obligatory only for goods and services listed in Annex 15 of the Polish VAT Act; if this never applies to you, switch it off.
• Amount in words in English or Polish, in the currency of the deal (EUR, PLN, USD, GBP, CHF; other currencies are written with their code). Polish uses the correct forms: złoty / złote / złotych.

6. Payment QR codes

EPC QR (“GiroCode”) — for EUR documents: SEPA credit transfer with your name, IBAN, BIC, the amount and the document number as payment reference. Read by most banking apps in the euro area.

ZBP QR — for PLN documents, by the Polish Bank Association recommendation: NIP, Polish account number, the amount in grosze, recipient name and the document number as title. Read by Polish banking apps.

Other currencies get no QR code. Without a valid IBAN there is no QR code either, and the caption under it disappears too.

7. Your own Word templates

Write fields in single braces in a .docx file and upload it on the Templates tab. The full list with copy buttons is on the Fields for your own templates tab.

{seller.name}, VAT ID {seller.vat_id}
Bill to: {buyer.name}, {buyer.address}
Invoice {doc.doc_number} of {doc.date}, due {doc.due_date}

table row:  {#items}{n} | {name} | {qty} {unit} | {unit_price} | {vat_rate} | {net} | {gross}{/items}

Total: {total_gross} {currency} ({total_words})
{#reverse_charge}{reverse_charge_note}{/reverse_charge}
@@QR@@          ← payment QR code, in its own paragraph
{qr_caption}

Repeating rows: put {#items} in the first cell and {/items} in the last cell of one table row. Conditions: {#field}…{/field} shows the block only when the field is filled in or true. If the template has a mistake (for example {{double braces}}), the upload is refused with an explanation of what to fix.

8. Automation — workflow robot (Pro)

In CRM → Deals → Automation rules add the robot DocMaster24: create document and enter the template code, e.g. en_invoice, en_quote, pl_proforma, pl_oferta (codes of your own templates are shown in the app). The robot attaches the document to the deal and returns its link in Document URL. On the Free plan the robot does not create documents and writes a note to the workflow log.

9. Free and Pro

Every account gets a 14-day Pro trial once, no card needed. Prices and terms are shown in the app; the subscription is paid via Stripe directly to ARTISMEDIA Sp. z o.o. See the refund policy.

10. Data and privacy

To create a document, the app reads the deal, its products and the requisites from your Bitrix24 at that moment. Generated documents are not stored on our server — they go to your Bitrix24 (or are downloaded). We store your template settings, company details from the app and document counters. Servers are in the EU (Germany). Details: Privacy Policy, License Agreement.

11. FAQ

Questions: contact form · artismediaeu@gmail.com · +48 693 124 346 (Mon–Fri 9:00–18:00 CET).