The Holded Sales section is where you can create and manage all the documents related to your sales cycle, from an initial quote to a corrective credit note.
Available actions or your sales documents
Set up your sales documents
Access the section below and learn how to include every detail of your business into your sales documents.
Create sales documents
Access the links below and learn how to create all your sales documents in Holded.
Distribute your sales document
Each sales document can be downloaded, printed or emailed through Holded. Consult the following article to know how to perform each of this action.
Manage the list of your sales documents
Through the Sales section you can access all the lists of your documents to carry out actions in bulk or use search filters among many other things.
Read the articles below and find all the necessary information to learn how to manage the list of your sales documents.
Manage payments
If you have already collected your invoices, anticipated a payment, or you have made an invoicing forecast, you will need to account for these movements. Access these articles to find out how.
Edit, duplicate, convert and export your sales documents
Check the articles below to learn how to edit, duplicate, convert, and export all of your sales documents.
Import your sales documents
Holded gives you the possibility to import your current or past sales documents, access these articles and learn how.
Services
Under Sales, you can also find a division dedicated to Services. Access the section below to find all the articles related to the creation and management of your services in Holded.
Reports
In Holded you have at your disposal some automated reports about your sales documents. See the articles below for more details.
Additional operations
Find out in the following article all the additional actions available for your sales documents.