Learn here what else you can import to Holded
By importing your sales documents in Holded, whether from the current year or other years, you will have all the history of your invoices, quotes and more registered on the platform, automatically linked to your accounting and reflected in the respective monitoring report.
If you already have sales documents registered in Holded and you import others with the same numbering, they will be duplicated. Learn here how to update the numbering of your documents in bulk.
To carry out this process correctly, Holded provides you with a CSV/Excel template for each type of document. Just fill it out and then upload it again to the platform.
What sales documents can be imported to Holded?
1. Import sales invoices
You can import the issued invoices either from the current or other years, depending on what you need.
Learn here how to import your sales invoices
2. Import sales tickets
A sales ticket, or simplified invoice, is a proof of payment in operations carried out with consumers or end users. In this case, the template is very similar to the one available for sales invoices
Learn here how to import your sales tickets
3. Import quotes
A quote is an estimate of the amount of money that a project or operation will cost. As for sales invoices, you can import those from the current year or from other years.
Learn here how to import your quotes
4. Import credit notes
A credit note is a type of document that details or adds some correction to the original invoice, such as in case of merchandise returns.
Learn here how to import your credit note
5. Import recurring sales invoice
This functionality is a free Gem. Activate it from the Holded Store.
A recurring sales invoice is a document that is issued repeatedly for the same client over a specified period of time. In this case, the template differs a bit from the others, since it takes into account more parameters.
Learn here how to import your recurring sales invoices