All Collections
Sales
Everything you need to know to take your billing to the next level
What is the Sales section?
Sales Glossary
Configure sales and purchase preferences
Create and assign your document templates
Create the numbering of your documents
Include payment methods in your invoices
Configure the email delivery system
Create and assign email templates
Use dynamic words
Set compliance preferences
Update numbering in bulk
Customise existing templates
Create an invoice
Send your invoices by email
Add payments to your invoices
Manage your invoices
Create and manage recurring invoices
Create and manage corrective sales
Create and manage budgets
Create and manage an e-invoice
Manage the advanced options of a quote
Create and manage proformas
How invoice reminders work
Other operations available for sales documents
Video - How to create sales invoices
Video - How to create invoice reminders
Video - How to send invoices from Holded
How the SII works
Manage access to SII functionalities
Automate the SII fields in your sales and purchase invoices
Complete the SII fields on your sales invoices
Complete the SII fields in your rectifying sales
Complete the SII fields on your purchase invoices
Send invoices to the SII and check errors
Manage import purchases and their shipment to the SII
SII automation rules on a case-by-case basis