Holded
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Improvements

At Holded, we evolve with you, with your business. So we would like to know what you think we can improve on to make your life easier.
Upload files to the customer portal
Being able to upload files to the portal for customers to download.
17
Customer portal: Show the IBAN of the bank account to which to make the transfer
Show the bank account number (IBAN) so that the customer can copy and paste from the invoice to the customer portal. This would speed up the payment process by transfer.
0
Allow customers who access the public portal to generate their password themselves
To access the customer portal from the 'public portal' it is necessary to have a password. Logging in customers should be able to generate their password themselves. (now they can do it, but only once they have accessed the customer portal)
5
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planned

In the customer portal, you can indicate which documents to show
Be able to indicate in the contact what documents to show the customer, if only delivery notes, orders or sales invoice.
12
Have the possibility to pay for other types of documents through the Customer Portal
Currently, you can only pay bills or tickets. It would be interesting to be able to make advance payments on proposals or budgets
8
Being able to collect invoices through Bizum through the customer portal
To be able to collect invoices through Bizum through the customer portal as can now be done with Stripe, PayPal or Square
22
Add Project Information to the Customer Portal
Share project information with clients so they can track progress
19
Apply discounts or surcharges depending on the payment methods in the customer portal
Be able to apply a discount or a surcharge depending on the payment method that the customer chooses on the customer portal.
1
Choose if you want to 'Show Attachments' of documents in the Customer Portal
Click on the customer file to indicate if you want to show the attached document files in the customer portal or not. Nowadays, all the files attached to a Holded document (invoice, budget, proforma, etc.) are public when sending the email to the customer (either as an attached document in the email or because they have access to it from the customer portal)
5
Create invoices from the customer portal in Holded
To be able to create in Holded the invoices that you may have in the customer portal in the event that both the customer and the supplier use Holded.
0
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