Improvements

Be able to have a receipt or proof of payments to send to customers.

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.

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

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

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.

This way we can filter, for example, by Q2 and we will see all those invoices that we will declare in that quarter.

In the Analytics section, add up a “Business Credit Risk” report that summarizes the balances receivable and allows a breakdown by customer and supplier accounts, payment due date and items. It would consist of a report that breaks down each of the customers and the maturities with their classified outstanding receivables.

Just as we can assign, be able to unassign tags to invoices in bulk

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

With this option, we could obtain the real margin of the product without having to edit the cost of the product manually. Example of the costs to be passed on: Fra. buy supplier Logistic expenses Bank charges Commissions Other expenses inherent to the product