Invoice a shipment

Turn your shipments into invoices or sales tickets

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

To make managing your billing as easy as possible, Holded allows you to convert your shipments into invoices or sales receipts:

  1. Select either the Sales or Purchase Shipments tab.

  2. In the list of shipments, click on one of your choice.

  3. Click the "Convert" button at the top:

  4. 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.

  5. In the corresponding section, the "New invoice", "New sales receipt", or "New purchase" menu will open, depending on your choice.

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

Learn how to carry out mass actions on shipments here.

💎 Activate the Inventory gem to enjoy orders and shipments.

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