Apart from the basic actions, such as sending or deleting, Holded gives you the possibility to perform other operations in order to manage every aspect of your purchasing documents, whether they are invoices, tickets, rectifying or recurring purchases.
Attach files
You can attach files of any type, such as a PDF or a spreadsheet, and give as much detail as possible to your invoice or quotation.
Open the purchase invoice from the list
Click on Add attachment in the Files section
Select the file from your device
Confirm the action
Add notes and messages
You can leave an internal note or write a message that will be sent to the email of the contact linked to the document.
Open the purchase invoice from the list
Click on the Messages tab
Write your note
Select whether you want it to be internal or not
Click Send
If you need to delete a message, please note that only internal notes can be deleted.
Viewing the editing history
Through the document history you can keep track of the actions you have done and who has done them.
Open the invoice from the list
Click on the History tab
Group items in your purchasing documents
When creating a purchase invoice you may need to include a title to divide the list of items into several groups or categories.
Go to Expenses > Expenses
Click on New purchase
Open the Add line dropdown
Select Add title