Sales documents
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.