Remember that in order to start invoicing your projects, you will first need to set up your billing and budgeting preferences per project. These preferences always take precedence over the general project billing and budgeting settings you have set up in Holded.
- Go to Projects from the navigation bar
- Click on Projects
- Enter the corresponding project
Assigning documents already created when invoicing projects
If you have already created sales or purchase documents, you can assign them when managing the invoicing of a project so that they are directly associated with the project.
- Go the Billing tab
- Click on Add
- From the drop-down, select the type of document you want to add:
Invoice This document will count as income in the project total. Expenses This document will count as an expense in the project total. Sales order This document will not count as income for the project until it is invoiced. Purchase order This document will not count as an expense in the project until it is invoiced. Quote This document is not valid, it will not count as income until it is invoiced.
- Choose from the documents of this type already created
- Click on Relate