Sales documents
By Javier1 author12 articles
- 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.