Apart from the basic actions, such as sending or deleting your documents, Holded gives you the possibility of performing other operations to manage every aspect of your sales documents, whether they are invoices (including tickets and corrective sales), budgets or proformas.
Attach Files
You can attach files of any type, such as a PDF or a spreadsheet, and detail your invoice or estimate as much as possible.
Open the invoice from the listing
Click 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 invoice from the listing
Click the Messages
tab
Write your note
Select if you want it to be internal or not
Click Submit
If you need to delete a message, keep in mind that only internal notes may be deleted.
Check edit history
Through the document history you can be aware of the actions carried out and who has done them.
Open the invoice from the listing
Click the History tab
Group concepts in your sales documents
When creating an invoice you may need to include a title to divide the list of items into several groups or categories.
Go to Sales > Invoices
Click on New invoice
Opens the Add Line
dropdown
Select Add Title