Learn in this article what are all the reports available in Holded
How to get there
- Access to Analytics from the toolbar
- Select Reports
- Click on Sales and then List Issued invoices on the sidebar
What is the List of Issued invoices report?
Holded provides you with an automated report where all the data about your issued invoices, either entered by you or generated by the system, is collected
Through this report, you will be able to analyse where your company is situated with regard to your issued invoices, consult its history and make a projection for its future.
You can filter the information by date, with a maximum time range of 12 months.
You can export each section of the report in Excel or PDF, filter by Tags and choose the graphic display that best suits your needs, between bars and lines.
Click on the star icon to mark the report as your favourite and view it as soon as you enter the Reports section.
What are the sections available in the List of Issued Invoices report?
List of Issued invoices
This is the main category, where all the details related to your issued invoices, such as the payment method used or the amount of money collected, are provided and organized in a general list.
In the list you will find these data:
| Num | The numerical order of the invoices; it can be ascending or descending |
| Date | The date when the invoice was issued |
| Type | The type of invoice |
| Num | The numbering assigned to the sales document |
| Account | The accounting account linked to the invoice |
| Contact | The recipient of the invoice |
| Id | The ID of the contact, such as the NIF |
| Postal code | The zip code of the contact |
| Country | The country of the contact |
| Payment method | The form of payment included in the invoice |
| Tax base | The tax base of the invoice |
| Iva | The VAT applied to invoices |
| Retention | The assigned retention |
| Rec de eq | Equivalence surcharge |
| Total | Total amount of the invoice, taxes included |
| Paid | Total amount charged |
Check this section and learn more about sales invoices
List of Issued invoices - Cash criterion
This section collects all the data on your issued invoices, including the cash criterion per quarter according to the payment date indicated on your invoice. You will thus be able to know which are the invoices to declare for each quarter.
Learn here how to add a payment to your invoice
List of Issued invoices by tax
In this section of the report you will find the data on your issued invoices including the monetary value of the taxes applied.
Check in this article what are the taxes available in Holded