Go to our Getting started guide to learn how to start generating invoices in Holded
How to get there
- Access Sales from the toolbar
- Select Invoices
Learn more about sales invoices here
Management options
A. Edit an invoice
- From the list, click on the three-dot menu (⋮) on the right of the invoice you want to edit
- Click on Edit
- Modify the data
- Save the changes
B. Duplicate an invoice
- From the list, click on the three-dot menu (⋮) on the right of the invoice you want to duplicate
- Click on Duplicate
- Make changes if necessary
- Save the new invoice
Keep in mind that the duplicate document will have a new invoice number.
C. Convert an invoice
Click on the links to learn more about what is a waybill, a credit note or a recurring sales invoice
- From the list, select your invoice to access its detailed view
- Hit on the Convert button
- Select the option you need between waybill, credit note or recurring sales invoice
D. Export an invoice
- Go to the download icon on the top right
- Select the export option that suits you best (Export Excel, Export PDF, Google Sheets, Export items)