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.
Set compliance preferencesEnable the option to save your sales and purchase documents as a draft, among other things.
Customise existing templatesHighlight the identity of your business by modifying the basic HTML of the templates available to you.