Improvements

Have the possibility to sign from Holded the electronic invoices that need to be uploaded to the Administration with a digital signature. This way, we would avoid having to do it elsewhere. https://firmaelectronica.gob.es/Home/Descargas.html

When creating a document, you can set prices based on the desired margin. In this way, the price can be adjusted more easily by modifying the margin a little. For example: A budget with 20 lines where we want to have a margin of 25% (we can still modify it on some line) and Holded would calculate the sales price to obtain that margin. In addition, it would be easy to modify it in case of negotiation with the client.

Schedule automatic email sendings for invoices that haven't been marked as paid in Holded.

The improvement consists of adding an additional column in the sales and expense lists to indicate the payment method used on each invoice. This will allow users to easily see what forms of payment are being used and to be able to filter by that criteria.

Be able to include different purchase orders on a single purchase invoice

This way we could have the VAT books: Record book of issued invoices. Record book of invoices received. Therefore, in case of verification or request of these data by the Tax Agency, we could export these books and submit them directly. https://sede.agenciatributaria.gob.es/Sede/iva/libros-registro.html

In Purchase Invoices, you can enter the date of the transaction in the invoice in order to be able to account for VAT in a quarter after the date of the invoice (even if it is another year compared to the date of the invoice). Example: A purchase invoice is received, dated June 20 (Q2), on July 5 (Q3). To be able to register it as of June 20 with its corresponding correlative numbering but to be able to indicate the date of July 5 so that it can be taken into account in the liquidation of the of Q3 Here's how it works: https://academy.holded.com/hc/es/articles/7246725401489-Fecha-de-deducci%C3%B3n-en-facturas-de-compra-FAQv

Application to integrate Holded into your physical store

Group contacts by NIF in 347 to facilitate billing to branches that share NIF