Boards

Improvements

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.

Share invoices from WhatsApp

To be able to complete all the information on the 347 model

Fill in information such as the “province code” of the contacts in the model.

Be able to view and customize the 347 breakdown email for contacts

Before sending, you can view and customize the email as it happens when sending the customer portal in bulk, for example

The rule of the VAT rate

Add the option to contact via WhatsApp

Have the option of contacting WhatsApp with a contact.

Be able to submit Model 347 via TXT

Currently, the 347 model can be downloaded in PDF but not in TXT. Ideally, it should have a TXT download format to link it directly to the Treasury.

Being able to customize the catalog

Have the option of ordering or dragging products and categories into the catalog to be able to put first those that are considered most relevant. This would increase the visibility of the products that we want to sell the most in our catalog

Add the invoice description to electronic invoices

That the description field be transferred to the xml of the electronic invoice.

SII (Immediate Information Delivery)

To be able to send electronically from Holded the books of invoices issued and received to the Tax Agency (AEAT).

Filter by customer in sales report by product

Add a customer filter within the sales by product report or inventory analysis to be able to analyze sales by product for a specific customer.

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