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Purchase and sale orders
Invoice a sales or purchase order
Invoice a sales or purchase order

Turn your orders into invoices, sales tickets, purchase orders or purchases

Héctor Emperador avatar
Written by Héctor Emperador
Updated over a week ago

In order to make managing your billing as easy as possible, Holded allows you to convert your sales orders and purchase orders on invoices, sales tickets, proformas or purchase orders:

  1. Go to Inventory > Orders , in the navigation bar

    💡 Alternate path: Inventory > Control Panel > Orders

  2. Check the option Sales Orders or Purchase Orders

  3. In the listing of orders, click on an order of your choice

  4. Click the "Convert" button at the top

  5. Select, for example, "Invoice" from the drop-down options:

    • Sales Orders: Invoice / Sales Ticket / Purchase Order

    • Purchase orders: Purchase

    The "Invoice" or "Sales ticket" options will take you to the Sales section; "Purchase order", will take you to Orders; "Buy" will take you to Expenses

  6. In the Sales section, the "New invoice" menu will open

  7. Once all the fields are filled in, click "Save"

📚 Learn how to create a sales invoice , how to create a sales ticket or how to create a purchase order

💎 Activate the gem Inventory to enjoy sell and buy orders

📖 Keep reading

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