Improvements

That by adding an intra-community contact registered in the Register of Intra-Community Operators, Holded can validate the NIF with the VIES census.

Create a new status for documents to distinguish those invoices or tickets that are partially paid from those that are fully outstanding.

It is common that after carrying out a proposal to a customer (either a quote or an order), an initial billing agreement of, for example, 50% is reached. In this way, Holded would carry out this calculation automatically without the need to enter half of the items manually when invoicing. At the moment it is possible to do this from the “billing forecast” but not directly when converting it into an invoice.

To be able to view PDF in all 3 points, for example, the option to “Relate or Link” and in a pop-up you will see documents with which it would be possible to do so and a search engine so that you can do it quickly by invoice number, budget, etc.

Nowadays, there is the option to create a document and indicate if it is generated as a draft or not. Include the ApproveDoc field also in the PUT documents to be able to approve documents already generated as a draft.

Add the option to select payment method for purchase invoices to be able to have this information at an informative level.

Being able to configure the sending of emails in Holded for each user, so that each commercial can send their documents with their email and follow the chain from there. Now they must use a generic one.

That within the option of creating Invoices, if there is a manager within the account, that there is the option of creating the invoice as (draft), and until the manager or user with full access approves it, he does not generate the corresponding accounting entry. Also for large companies that have one person responsible for creating invoices and the other for approving and accounting.

To be able to configure the sending of emails in Holded from different accounts so that recipients receive Holded documents from the contact they have in the company and not a general address.