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Invoice orders

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

Héctor Emperador avatar
Written by Héctor Emperador
Updated over 2 months ago

For you to manage your invoicing as easily as possible, Holded allows you to convert your sales, purchase and manufacturing orders into invoices, sales tickets, proformas, or purchase orders:

  1. Go to Inventory > Orders, and select Sales Orders or Purchase Orders.

  2. From the list, click on an order of your choice.

  3. From the order tab, click Convert.

  4. Select an option from:

    • Invoice / Sales Ticket / Purchase Order (for sales orders).

    • Purchase (for purchase orders).

    • Purchase order (for Manufacturing orders).

    ☝🏼 The "Invoice" or "Sales Ticket" options will take you to the Sales section; "Purchase Order" will take you to Orders; "Purchase" will take you to Expenses.

  5. In the Sales section, the New Invoice menu will open.

  6. Once you have filled in all the fields, click Save.

💎 Activate the Inventory gem to enjoy sales and purchase orders, and the Manufacturing gem for manufacturing orders.

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