1. Connect your bank
If you haven't already done so, adding a bank or payment gateway will allow you to synchronise your bank transactions and then reconcile them in just a few clicks.
Go to Banks from the toolbar and select Banks.
Click on + Add account
Select the option Banks
Choose the country from the drop-down menu
Type the name of your bank in the search bar
Select your bank
Enter your login details and click Continue
Click Continue
2. Customise the sales accounts
The sales accounts have a double function: on the one hand, they allow you to classify and analyse your income in order to define specific objectives, and, on the other hand, they are essential for your accounting to meet all the requirements.
In Analytics>Targets you will find all the accounts you have created. You can create a new one by clicking on the + button at the top right, or customise the ones you already have.
From the Accounts section, click on Sales . Note that the accounts in this list are only those that belong to group 7 of Sales & Revenue.
Select the account you want to customise
From the pop-up window, select the type of account, modify its name and numbering as you see fit, and finally, assign a colour to make it stand out more in your searches.
3. Set sales targets
Defining your annual or monthly sales targets is a fundamental step for your business strategy. Holded gives you the possibility to assign your targets per account, using fixed or incremental values.
Go to Targets
Click on the Assign targets button on the top right hand side
Choose between monthly or yearly targets Select a sales account from the list
Manually enter the amount you are aiming to achieve
If you need to set the forecast based on the last months data, click on the magic wand icon and set more precise forecast values, such as increment, decrement, date and quantity.
4. Add Tags
Tags, or labels, allow you to mark items for easy reference and analysis. Create and assign them according to your needs.
Click on Add Tag
Name the tag as you see fit.
Click on the Create button
Tags must always be in lower case and without symbols, accents or spaces.
5. Select and configure the submission system
In Holded you have the possibility to choose between three different sending systems: you can use our servers, configure the sending from your SMTP email server or use your email campaign provider.
In the Sending emails section, select the sending system from the drop-down menu.
Fill in the fields as explained here
Click on Save
6. Configure the email templates
Using an email template helps you to optimise your time by personalising the content of your messages. Create as many as you need and assign them to your documents.
In the Email Templates section, click on the + New Template button.
Follow the steps below
Click on Save
7. Create a custom field in the document templates
Custom fields are used to include additional information to your documents. You can add them when generating an invoice or create them from your templates.
Click on Document Templates
Click on the New template button at the top right of your screen.
From the left sidebar, go to Fields
Click on + Add Fields and name your custom field.
Remember that it will be visible in the document.Click Save
8. Reconcile the collection of an invoice
Bank reconciliation allows you to account for all payments and receipts on your bank statement so that the data about your business is accurate.
Go to Banks
Select the account you want to do the reconciliation on
Click on the Go to reconciliation button
From Bank Statement, click on the transaction you want to reconcile
Go to the section that will appear on the right hand side
Filter by Payments and Receivables
Select the document to perform the reconciliation
9. Remove the collection from an invoice
To avoid mismatches, deleting the collection of an invoice will also delete the related accounting entry.
Go to Sales and click on Invoices.
Select the invoice from the list
Click on the payment, just below Payments in the bar on the right hand side of the document.
In the pop-up window, click on the recycle bin icon
Confirm the action
10. Add a sales account to an invoice
You can assign a sales account to your invoice, both when creating and editing it, as well as include tags to make it easier to find.
Go to Sales and click on Invoices.
Select the invoice from the list
Open the three-dot menu (⋮) and select Edit
In the Categorisation section, select the sales account
Add the previously configured tags to refine the categorisation.
11. Visit the Customer Portal
The Customer Portal is a space where your customers or suppliers can consult, download the documents shared with them, as well as make a payment. You can access a specific customer's portal at any time to check that everything is in order and to configure the display language or the access password.
Go to Contacts from the navigation bar
Select the contact you want to consult
In the sidebar that opens, click on More
On the next screen, scroll down until you find the Portal section on the left-hand side.
Click on the View customer portal button
12. View sales targets
Holded provides you with a graph so that you can visualise the evolution of your sales targets in relation to the goals previously set. Consult it to establish real forecasts.
Go to Targets
In the top right corner of the graph, choose the visualisation that suits you best.
Click on the eye icon to filter the data you want to visualise.
