The document settings in the invoicing section allow you to create and manage templates for the different types of documents (invoices, quotes, waybills, etc.), as well as to set preferences and create numbering lines for each of them.
Let's see in detail everything you can do from this section of the platform.
Configure and set preferences by document type
In Holded you can create as many template formats as you need and then assign them to each type of document to avoid having to use the same format for all of them.
Learn here how to manage your templates from the document settings in Holded. You can also check out this article to find out how to assign templates, and this other one to learn how to modify them.
Configure advanced options
You can include and edit the following information in your templates to appear in your documents:
- Terms and Conditions
- Company registration
- Company details
- Contact information
- Additional data
- Configuration of table elements (header)
- Customization of document names
Learn here how to configure advanced options for your document templates
Manage internal numbering and numbering lines
Holded allows you to create numbering lines to suit the format in which you want to number your documents. In addition, you have the option to set other types of preferences, as well as enable internal numbering on your purchases to get an automatic record of your purchase documents.
Refer to this article to learn how to create numbering lines, activate internal numbering for your documents, and set other types of preferences.
Once you have completed setting up your documents in Holded, you can move on to setting up the email sending system and your email templates. Learn more here.