You can activate this feature for free from Gems in the Holded Store. Learn here how to create a pro forma invoice in Holded.
How to get there
- Access Sales from the toolbar
- Select Pro formas
You can find all your deleted documents in Settings> System> Trash for a maximum of 10 to 30 days, according to your plan. Learn here how to retrieve your document from the Trash.
Deleting a pro forma invoice
In Holded you have the option to delete single or multiple documents at the same time.
A. Delete an individual pro forma
- From the list, select the invoice you want to delete
- Click on three-point menu (⋮)
- Hit Delete
- Confirm the action
You can also delete individual documents as follows: from the list, click on the three-point menu (⋮) on the right of the pro forma you want to delete. Select Delete and confirm the action.
B. Delete invoices in bulk
- Check the box on the left of all the pro formas you want to delete
- From the bottom bar, click on Delete
- Confirm the action
You can select a maximum of 500 documents to proceed with the bulk deletion