Improvements

To be able to view PDF in all 3 points, for example, the option to “Relate or Link” and in a pop-up you will see documents with which it would be possible to do so and a search engine so that you can do it quickly by invoice number, budget, etc.

In this way, it would not be necessary to download the .xml file and go to the Administration's website, but it could be sent from Holded itself. This would also help to know the status of this e-bill, sent, rejected, registered, accepted...

There are customers who bill their recurring quarterly accounts, we should add this option

Being able to configure the sending of emails in Holded for each user, so that each commercial can send their documents with their email and follow the chain from there. Now they must use a generic one.

Be able to create purchase budgets to forecast costs

Have the possibility to convert several tickets into an invoice (a single document) in bulk from the sales list itself.

To be able to massively update service prices using excel in the Holded account, as is possible to do with products.

That the documents will be sent automatically once the document has been created in Holded

Be able to have a receipt or proof of payments to send to customers.

Being able to add a personalized deadline related to payment methods, instead of a pre-established number of days.