To make managing your billing as easy as possible, Holded allows you to convert your shipments into invoices or sales receipts:
Go to Inventory > Shipments.
Select either the Sales or Purchase Shipments tab.
In the list of shipments, click on one of your choice.
Click the "Convert" button at the top:
Select, from the dropdown options:
"Invoice" or "Sales receipt" (on sales shipments): this will take you to the "Sales" section.
"Purchase" (on shipments): this will take you to the "Expenses" section.
In the corresponding section, the "New invoice", "New sales receipt", or "New purchase" menu will open, depending on your choice.
Once all the fields are filled in, click "Save".
Convert several shipments in bulk
If you need to convert more than one shipment in one go:
Go to Inventory > Shipments.
In the list, check the box of those delivery notes on which you want to perform the action (by checking the box in the header, next to the Num column, all the delivery notes in the list will be selected).
In the pop-up menu below, select "Convert" to another document (Invoice, Sales Ticket, Proforma) those delivery notes assigned to the same contact.
Learn how to carry out mass actions on shipments here.
💎 Activate the Inventory gem to enjoy orders and shipments.