The Services section in Holded allows you to have a record of the elements of your activity, or service, and save their basic information . If you need to control the stock of your products or segment by families, you should use Inventory .
Create a service
Go to Sales > Services
Click New Service at the top right of your screen
Fill in the fields and click Create
Name
Corresponds to the concept in your sales documents
Code
The internal code to easily identify your service
Description
The details of the service (hours, type, location, etc.)
Tag
Tag (or label) to filter your services
Sales account
Select the ledger account related to the service.
You must belong to the sales or income group (70, 75, 76 or 77).Price/unit
The tax base (amount per price without tax)
Cost/unit
The default purchase price without tax
Sales Tax
The type of tax to apply to the subtotal. You can add 3 types of taxes at the same time (VAT, Withholding, Equivalency Surcharge).
Total
The total amount of the service, taxes included. It is calculated automatically (Subtotal + Taxes).
Edit and delete a service
Select the service from the listing
Opens the three-dot menu
Click Edit to modify the information or Delete to delete the service from the list
Archive a service
When archiving a service it will not be shown in the list.
Click one or more icons to the left of the name of the services
In the bottom bar, select Archive
You can undo this section by selecting the Archive filter and, once the affected services have been selected, clicking on Archive > Unarchive .