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.

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

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)

Upload files to the customer portal

Being able to upload files to the portal for customers to download.

Add Project Information to the Customer Portal

Share project information with clients so they can track progress

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.

in progress

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

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.

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.

Add more columns of information in the document view of the customer portal

Currently only 4 columns appear, it would be interesting to add more columns so that the customer can search for them. The description column should be highlighted.