1. Access the Invoicing APP
2. Access the Purchases section
3. Access the "Inbox" section

Are you tired of manually "uploading" the PDFs of each invoice or purchase receipts of your company? Do you receive many purchase invoices per month and  lose a lot of time  downloading them from your email and uploading them to Holded?

If you answered yes to the above questions, you'll find your solution with the Holded Inbox! Only for purchases or receipts:  With  Inbox you can only post purchase invoices, receipts (simplified invoice), purchase orders or sales orders.

1) Activate your Inbox email

1. Access the Invoicing APP > Purchases> Inbox
2. Access the Purchases section
3. Click on the "Get email" button

• Address: Write an address that's easy to remember for the providers that want to send emails directly to the Inbox or in case you send the emails to the Inbox.

2) Receive documents in your Holded email

1. Access the Invoicing APP> Purchases> Inbox
2. Send an email with the attachment  of the invoice in PDF to the created email.

• List of emails: On the left side you will see all the emails received in the email address of "Inbox". Click on the upper list button  (next to the Settings wheel)  to see the list of emails with your status (Pending, Partial, Accepted). 
• Email preview: In the right section you can see the  content of the email  (text and attachments).
• Creator:  When you move the cursor over an attached document, 4 options appear:
• Preview:  You can  enlarge the size of the PDF  to check what it is about.
• Create:  You will access the  "Fast Creator"  to post your purchases. If you need it you can also do it through the "Complete Creator" .
• Scan:  From this section you can directly send the files to the  Smart Scan automatic reader . Discover how it works in the next article in this block.
• Skip:  In case you don't want to post  the file, this will be blocked and a prohibited symbol will appear for you to identify it. It will be marked as "accepted" in the list.

3) Create your purchases

1. Access the Invoicing app  > Purchases > Inbox
2. Access an email, move the cursor over an attachment and  click on the "Create" button

The attached file will appear on the left of the screen so you can quickly fill in the information. On the right, you'll be able to select the type of document you are going to post (Purchase, Refund (purchase rectification), Purchase ticket, Purchase order, Sales order). The fields that you must fill out are the following:

• Invoice number : Add the invoice number (it will not appear in the receipt option)
• Issue date: Select the date of purchase.
• Contact: Assign a contact that already exists in Holded.
• Description:  Add text to quickly identify what this purchase is referring to.
• Taxes: Enter the name of the tax to select one of the available ones.
• Currency:  Select the currency of the purchase
• Total: Add the  total amount, taxes included.  Holded will automatically calculate the subtotal or tax base.
• Divide by lines: In case you need to add several types of tax you can divide it by lines and assign a tax rate to each line.
• Classification: Select an  expense account  and add the  tags

Now that you know how Inbox works, we will explain in detail how the Smart Scan feature works in the following article!