[Portal Partners] Be able to send an automatic template to the customer with the details of their taxes
Yeray Pérez Martínez
This improvement would consist of being able to send the consulting client an email or chat from Holded, with a customizable template that includes the model and period to be submitted, the amount, the date of the charge and the account number where the client will receive the charge.
Additionally, the draft model would be included as an attachment and the model would reflect the status “Pending confirmation” until the customer accepts the submission.
J
Jose Maria Romero Sánchez
A esto añadiría que el borrador de la declaración fuese el oficial, o al menos parecido y bien diseñado. Actualmente los borradores son un desastre, mal justificados, con saltos de línea, vamos, nada que ver con la realidad. Cuando un cliente ve un borrador de un impuesto realizado en Holded, se echa las manos a la cabeza.