A sales invoice is a commercial document that records the sale of a good or service. It is valid at a legal and fiscal level, respects a numbering, and must include all the information of the operation, such as total amount, description, amount of items, date, fiscal contacts, taxes, and personal income tax.
The issuer of an invoice should always keep a copy and give another to the client.
Holded allows you to save your sales documents as a draft as well. By enabling this option, you can choose to approve an invoice immediately or to save it as a draft and edit it later.
Learn here about the Draft sales mode
In Holded you can create 6 types of sales invoices documents.
Ordinary invoice
It is the most common invoice, with fiscal and legal validity, and that respects a numbering.
Learn here how to create a sales invoice
Sales receipt
Learn more here about sales receipts in Holded
Pro forma
To create a Pro forma invoice you need to enable the corresponding Gem from the Holded Store.
Learn more about this functionality in this article
Credit note
Go to this article to know how to create a credit note
Recurring sales invoice
To create a Recurring sales invoice, it is required to enable the corresponding Gem from the Holded Store.
Learn more about this functionality here
Electronic invoice
Learn here how to create an electronic invoice in Holded
A receipt is neither a sales invoice nor a sales ticket. It is a document that has no regulation and that simply accredits the payment of a certain amount of money. In Holded it is not possible to create receipts.