Learn here how to create a sales invoice
In addition to those basic actions, such as sending or deleting your documents, Holded gives you the possibility of carrying out other additional operations to manage each aspect of the life cycle of your sales documents, being invoices (including tickets and credit notes), quotes or proformas.
Attach files to your sales documents
You can attach external files of any kind, such as a photo or a spreadsheet, in order to detail your invoice or quote as much as possible.
Go to this article and learn how to attach files
Add notes and messages to your sales documents
You can leave an internal note for yourself and your colleagues, or write a message that will be sent to the contact linked to the document.
Learn here how to add notes and messages to your documents
Check who modifies your sales documents
Through the history of your document you can be aware not only of the modifications made, but you will also be able to know who, among your colleagues, has made them.
Go here and learn how to consult the history of your documents
Group concepts in your sales documents
When creating a document, you can group the concept lines under the same title and thus have all the items or services classified by subject.
Learn here how to group lines when creating of your documents