Introduction
Sales invoices
Learn - Sales invoices
- What can you do with your sales documents?
- What are the document settings in Invoicing?
- What is a simplified invoice or sales receipt?
- What is TicketBai?
- What is a credit note? See all 11 articles
Configure - Sales invoices
- How to configure your sales and purchase preferences
- How to manage the Draft sales mode
- How to use dynamic words
- How to configure the email sending system and your email templates
- How to manage numbering lines and internal numbering in your documents See all 11 articles
Manage - Sales invoices
- How to create a Sales invoice
- How to edit, duplicate, convert and export sales invoices
- How to manage your list of sales invoices
- How to send, download or print your sales documents
- How to manage the payments of your sales invoice See all 19 articles
Import - Sales invoices
Sales - Recurring Invoices
Learn - Recurring invoices
Manage - Recurring invoices
- How to edit, duplicate, convert and export recurring sales invoices
- How to manage your list of recurring sales invoices
- How to create a recurring sales invoice
- How to delete a recurring sales invoice
Import - Recurring invoices
Sales - Quotes
Learn
Manage
- How to create a quote
- How to edit, duplicate, convert and export a quote
- How to create invoicing forecast for your quotes
- How to manage a payment advance in a quote
- How to delete a quote See all 6 articles
Import
Sales - Pro forma
Learn
Manage
- How to create a pro forma invoice
- How to edit, duplicate, convert and export pro forma invoices
- How to delete a pro forma invoice
- How to manage your list of pro formas invoices
Import
Services
Learn
Manage
Import
Reporting
POS
Holded platform
- What is the POS integration with your accounting?
- What is the role and permissions management to access POS?
- How to set up accounting accounts, tags and numbering of your POS sales
- How to assing products to the POS app
- How to manage warehouses in POS See all 7 articles