Sales
Everything you need to know to take your billing to the next level
By Javier and 1 other2 authors54 articles
- 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.