Billing configuration
By Javier1 author9 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.