Get there
- Go to the Control menu in the upper right corner of the platform
- Select Settings
- Click on Invoicing, and then Preferences
Activate your notifications
Holded provides you with different notifications types to keep you updated about what has been happening in your business.
In this section, you can decide to activate or deactivate notifications for the following features. Once you have set your notifications preferences, click on Save.
A new Inbox is received
Keep in mind that these notifications are active by default. You’ll be able to check them by clicking on the notification bell icon on the navbar. A red dot on the bell will let you know when there are new notifications.
Inbox is a feature of the Expenses´application where you can organize and classify all the files that you receive.
By clicking on the More button on the navbar and then Configuration inside Inbox, you can also set notifications when a new item has been added or processed.
To learn more about Inbox, please read this article
A recurring sales invoice is created
Keep in mind that these notifications are active by default. You’ll be able to check them by clicking on the notification bell icon on the navbar. A red dot on the bell will let you know when there are new notifications.
A recurring sales invoice is repeatedly sent to the same customer over a specific period of time.
To learn more about recurring sales invoices, please read this article
A recurring purchase invoice is created
Keep in mind that these notifications are active by default. You’ll be able to check them by clicking on the notification bell icon on the navbar. A red dot on the bell will let you know when there are new notifications.
A recurring purchase invoice is received repeatedly from the same supplier over a given period of time.
To learn more about recurring purchase invoices, please read this article
Relevant activities are realized on the Holded account
Activity notifications is a feature that allows you to get a summary of different types of actions made on the account.
To learn more about activity notifications, please read this article