Invoicing

Manage your sales and purchases in detail. Control the entire process from a budget or order to the invoice and its collection as well as your orders to supplier, receipts of goods or services and their corresponding invoice and payment. Access the information of each contact visually and easily and manage your administration easily and intuitively.


Sales summary

Customize your documents

Choose from more than 100 templates that best fits your business. Upload your logo, put your corporate colors and choose your typography, as well as background images, watermarks and you can even customize the names of tables, documents and many more possibilities.

Custom template
Create all type of documents

Create estimates, invoices and more

Create budgets or sales orders, convert them to total or partial invoice and issue delivery notes or proformas. Everything as you want, whenever you want. It also controls the maturities of your sales, budget statements and more.

Automatically post your purchases

You can account for your purchases manually or activate the automatic mode from bank synchronization or recurring purchases. Holded accounts for all your purchases based on the rules you define or behavior of which Holded learns and does the work for you.

Automatically post your purchases
Profit and loss

Rate your transactions

Assign accounts and analytical groups to your sales and expenses and get all the information you need to take better management of your business. Classify your sales by sales channel and your expenses by expense account and controls where it comes and where the money goes. Create departments, cost centers and projects and analyze your activity in detail with a report of sales and expenses to suit you.

Automate your sales

With automatic recurring billing you can put the autopilot on your sales and let Holded do the work for you. Set the invoice once, activate the automatic and at each expiry Holded will create the invoice and send it to your client without needing to spend a minute. In addition you will be notified by mail so that you are up to date without worrying.

Automate your sales
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Tailor made reports

Access more than 500 reports and customize the information you want to see. Export all information to excel or Google Sheets and do your calculations however you want.


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