Sales
Everything you need to know to take your billing to the next level
By Camilla and 1 other2 authors54 articles
What is the Sales section?Discover what Holded offers you to manage each stage of your billing.
Sales GlossaryFind the definition of the terms used through the sales functionalities
Configure sales and purchase preferencesDefine the main information of your sales and purchase invoices.
Create and assign your document templatesCustomize your sales documents to fit your corporate image.
Create the numbering of your documentsEstablish numbering preferences in your purchases and sales.
Include payment methods in your invoicesCreate payment methods so that they are visible in your sales documents.
Configure the email delivery systemApply the necessary settings to send your invoices through Holded and learn how to check the history of your emails.
Create and assign email templatesSave time in communication with your contacts.
Use dynamic wordsStreamline the writing of your emails and texts.
Draft mode: how it works and when it appliesWorking with draft invoices: stay compliant with regulations.
Customise existing templatesHighlight the identity of your business by modifying the basic HTML of the templates available to you.
Create an invoiceLearn how to create your invoices. These steps are valid for all sales documents.
Send your invoices by emailDiscover how to send your invoices, tickets, budgets, proformas, waybills and orders from Holded.
Add payments to your invoicesRecord payments received to facilitate the management of your finances.
Manage your invoicesFind out how to edit, duplicate, delete, convert and export your sales documents.
Create and manage recurring invoicesAutomate the creation and sending of your sales invoices.
Create and manage corrective salesLearn how to apply returns, refunds and corrections to your invoices.
Create and manage budgetsLearn how to create your budgets and convert them into other documents.
Create and manage an e-invoiceFollow all the necessary steps to correctly invoice the Public Administrations.
Manage the advanced options of a quoteAdd an advance payment and make a billing forecast.
Create and manage proformasLearn how to create your pro forma invoices and convert them to other documents.
How invoice reminders workSpeed up the collection of your invoices by sending automatic reminders.
Other operations available for sales documentsAttach files, leave notes, check the edition history and group concepts of your invoices.
How TicketBAI worksDiscover how to comply with the digitization requirements of the Basque Country Treasuries.
Enable and automate TicketBai fieldsActivate the functionality and learn how to automate key values.
Create a sales invoice compatible with TicketBaiLearn how to manually complete the necessary fields to process your invoices.
Create a corrective sale compatible with TicketBaiLearn how to manually complete the necessary fields to process your corrective sales.
Verify the errors of shipments to TicketBaiCheck processing errors and update rejected invoices.
TicketBai's automation rules on a case-by-case basisCustomize TicketBai values according to your business model.
What status can TicketBAI invoices have?Find out the status of the invoices you send to the Regional Tax Authorities.
How the SII worksDiscover the requirements to process your billing records to the Immediate Information Supply (SII)
Manage access to SII functionalitiesCustomize the roles and permissions for managing documents for the SII.
Automate the SII fields in your sales and purchase invoicesLearn how to automate key values.
Complete the SII fields on your sales invoicesLearn how to manually fill out an invoice compatible with the Immediate Information Supply (SII).
Complete the SII fields in your rectifying salesLearn how to manually fill out a corrective sale compatible with the Immediate Information Supply (SII).
Complete the SII fields on your purchase invoicesLearn how to manually fill out an expense document compatible with the Immediate Information Supply (SII).
Send invoices to the SII and check errorsSend your sales and purchase documents to the SII, check the shipping history and discover how to view errors.
Manage import purchases and their shipment to the SIILearn how to correctly register import invoices and process them with the Immediate Information Supply (SII).
SII automation rules on a case-by-case basisCustomize the SII values according to your business model.
Import your sales invoicesAll the history of your invoices registered in a single place.
Import your sales ticketsRecord the history of all your sales receipts
Import your budgetsThe history of your budgets in Holded
Import your proforma invoicesCentralize all the information of your proformas
Import your corrective salesCentralize the entire history of your corrective sales invoices
Import your recurring sales invoicesAll the history of your centralized recurring sales
TicketBAI: frequently asked questionsThe answers to the most common questions.
E-invoice: frequently asked questionsThe answers to the most common questions.
Solving problems: Duplicate numberingHow to keep the numbering of your invoices up to date.
Solving problems: exporting invoices with CIF/NIFHow to export a complete list of all your outgoing invoices
Solving problems: emails I send from Holded go to junk mailThe emails you send from Holded to your contacts do not arrive in their inbox, but in the Spam folder.
Solving problems: Setting up SMTP document sendingConfigure the SMTP and TLS fields of your email server.