Learn more about Expenses in Holded here
- Access Expenses from the navigation bar
- Select Expenses
This feature allows you to create new documents with the same information as a given purchase invoice so you don't have to re-enter that data manually.
Convert a purchase invoice to a refund or recurring one
A. Convert to a purchase refund
- Click on the purchase invoice from the list
- Hit Convert
- Select Purchase refund
The purchase refund will help you to manage credit notes and returns. Learn more here.
B. Convert to recurring purchase
- Open the purchase invoice you want to convert from the list
- Click on Convert
- Choose the option Recurring purchase
The recurring purchase invoice will be useful in case you bill periodically for the same products or services. Learn more here.