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:
Go to Inventory > Orders , in the navigation bar
💡 Alternate path: Inventory > Control Panel > Orders
Check the option Sales Orders or Purchase Orders
In the listing of orders, click on an order of your choice
Click the "Convert" button at the top
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
In the Sales section, the "New invoice" menu will open
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