Improvements

Allow opening a new document (invoice, budget, delivery note, etc.) with cmd+click.

Currently, recurring payrolls already exist, but it is not possible for Holded to generate them automatically on the day of the conversion date. This would avoid clicks and would further automate payroll management

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

Be able to place the company logo or an image in the Signature section corresponding to the email configuration.

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

Allow the issuance of a single invoice with several recipients (co-tenants or co-owners), detailing the tax base and VAT assigned to each one. Ideal for shared services such as leases and joint contracts, this function makes it easy for each recipient to deduct their proportional share of taxes clearly and in accordance with regulations (Art. 97.4 VAT).

Nowadays, there is the option to create a document and indicate if it is generated as a draft or not. Include the ApproveDoc field also in the PUT documents to be able to approve documents already generated as a draft.

Allow a logo even larger than XL in a simple way. Currently it could be done by editing the template with html

Allow texts added to documents, such as budgets, to be editable with a format, similar to a word processor such as Word, and viewed in a WYSIWYG format, since when editing text it is sometimes difficult to adjust pages, tabs, etc.

What is the source invoice? It is an ordinary invoice, to which new products or services are added as the work progresses. In this way, on the original invoice, the origin is updated with the new products added and everything is recorded in the same document (updating the origin, previous certifications and what was invoiced this month).