- Access Settings
- Access the Subscription section
From your Holded account, you can download the invoices that we issue you to be able to post them as purchases. We show you how to do it next.
Automatic payments & Payment by card: To be able to use a payment plan in Holded you must add the information of a credit or debit card so that the monthly or annual payment is made automatically.
Download your Holded invoices
- Go to Settings and click on the Subscription tab located right at the bottom of the right hand side nav bar.
- Select an invoice to open the PDF with the contracted concepts
- Click on the "arrow" symbol to download PDF, inside the invoice display .
To better understand the information of the invoice you will see that the concepts of each invoice are broken down.
For example, in case you have contracted the Standard Plan and the Inventory APP, the following information will appear:
1 × Holded Standard (at £ XX / month) Period 6 Mar, 20XX- 6 Apr, 20XX
1 × App - Inventory (at £ XX / month) Period 6 Mar, 20XX - 6 Apr, 20XX
When you select the line of an invoice and open the invoice viewer, scroll to the top section of the invoice with the mouse and the "Download invoice" button will appear .
Invoices in the name of another company: In case you need us to issue invoices in the name of another company, go to the lower section on the left (Billing) and uncheck the option "Use my account data". Once the option is unchecked you can fill in the tax information and click "Save" so that the next invoice we issue appears in the name of the company you have reported.