how software works to create invoices in 2022
If this is looking for a software to create invoices in the cloud, in this post I will talk about Held, one of the best billing and accounting programs for SMEs.
Held It can be him cloud management software you need to take control of your company, using it is very simple and allows you to have all the key information in the same application, if you are interested, keep reading!
what is withheld
Technically explained, Holded is an ERP (Enterprise Resource Planning) there is a CRM (Customer relationship management) at the same time, or what is the same:
retained are a Management program of invoices, finances, operations with clients and human resources of your companyeverything from a single comfortable and intuitive place.
Holded’s goal is to make organizing and managing your projects easier, which is why the planner includes a section for contacts, sales, expenses, days off, equipment, inventory, projects, banks, accounting, and analytics.
Without a doubt, one of the best billing and accounting programs for SMEs.
Who uses Holded, software to create invoices
for the general, Retained for the user:
- companies and freelancers that you need to keep track of your accounting, products and employees.
- Y single character with a project, since the platform does not request to be registered as self-employed.
How Holded works, the estimate and invoice program
To see how this project manager works, you just have to:
one- Download the Hold App
Go to Google Play or App Store and download the app (Retained) on your mobile.
two- create an account
Once this is done, you need create an account through your email, which will take less than 5 minutes.
If you prefer to do it from your computer, you just have to go to their website: https://www.holded.com/es and click on “Start free”.
3- Insert your data
Next, the platform will request your dates to create the account:
4- Add your activity
Once the data is provided, you must indicate what you doand then I will ask you a series of questions about the reason for choosing their platform.
5- First steps on the platform
Once answered, you will be able to access the app without any type of restriction and it will also tell you where to find usage information if you need help. When you click start, you will be presented with a series of windows that will give you the initial help to develop freely.
6- Adding information to management
Inside the tool, according enter the information that requires the managed platform, starting with your contacts: Mainly customers, employees and suppliers, to start having a solid information base. You can add them by hand or import them from your device.
7- Integrate Holded with other platforms
As a next step, it is a good idea integrate your Holded account with the demáformas that your business uses, for example: Amazon.
To do this, you must go to the products tab of the inventory section, and then click on Holded Store (which will appear when you click on your username).
once inside store on holdour go to the tab integrations and there the different platforms that we can integrate will appear, to follow the example, let’s click on Amazon and that’s it.
NOTE: In this case we have chosen Amazon only as an example, the process to integrate the rest of the platforms is exactly the same.
8- Start using Holded
Once the integrated contacts are added to the platforms, you can now use Holded to your liking, creating the inventory of products you need, invoices and managing your work team from the App of management and accounting programs.
What is a cloud billing program for?
AN cloud billing program as Holded is designed to:
- Automate your project processes;
- Register and order the most relevant data for your business, at the end of having it all in one place;
- Predict future actions, for example if the usual increase or decrease in sales requires previous data, which is known as the “history” of your company.
What Holded does as an invoice management program
According to its own website, it is billing and accounting program your main functions:
- Classify your customer information.
- List a record of client-employer interactions (phone calls, emails, social media interactions, etc.)
- Keep a record of the products that this customer has consumed since the time they made their first purchase.
On the other hand, and as we have already seen, Holded goes beyond being a mere CRM where to carry out a registry of clients, since it also acts as a advanced management software.
In this ambit, the app is useful for:
- Keep track of income and expenses, which provides greater control and helps us stick to pre-established budgets.
- Keep a complete record of all our contacts. include suppliers, Guides or creditors, among others.
- Manage employees. The application includes a record for them with their personal information, payroll or the work center and/or assigned project.
- Know at a glance everything we have “Pending payment”.
- Generate a complete inventory of new products and services, physical or digital. This will help us to know the evolution in sales of each one.
- It acts as a diary of projects and tasks.
- We can connect the app with our bank and stay in control of cash flow.
- Keep a record of new objects, and how they are being fulfilled, thanks to the “Analytics” section.
As you can see, it can be very useful for your project to use a billing and accounting program.
Advantages and disadvantages of using Holded as an online accounting program
Advantages of Holded as an invoice generator program
- they are a system cloudstotally in the cloud.
- Downloading is quick, easy and free.
- We can have all the data in one place, thus saving time and energy.
- Highly intuitive.
- Our saves the use of paper or multiple applications, gaining order, calm and control.
- It can be easily integrated with different E-Commerce and payment gateways, including Paypal, Amazon and Google Drive.
- It is a very complete software.
- It has thousands of positive reviews.
- By 2020, more than 80,000 companies will use the platform.
- Create invoices in the app worth more than 10,000 million euros.
- There is a good quality price relation.
- Online help chat for the user.
- This section has information to learn how to use it, you will get to it by clicking on the question mark that appears at the top of the screen.
- Available for mobile, tablet and desktop.
- Available in a free 14-day trial version.
And you could say more benefits, but I think that with these you can already see the advantages of using billing and payroll accounting programs.
Disadvantages of Holded as a program to create invoices
- There is no unlimited free version available.
- It only works if the user is connected to the network.
- According to the opinion of several users, the help chat is slow and does not always understand the issue (although it is usually effective).
These accounting programs usually provide many benefits, the problem is that they are almost always paid and that always stops us when paying for this type of accounting and billing software.
How much does Holded cost, this project management program?
Although Holded is a payment platform, the application gives us the option to enjoy it totally free for 14 daysenough time to know if its operation convinces you and therefore it is convenient for you to implement it in your business plan.
During the first 14 days you will have access to all the sections, as this time will be running out of receiving emails in your inbox reminding you that the limited time is coming to an end, and you will be able to access their website to check the plan of payment that best suits your needs.
- Apart from free trial version, then the price of 7.5 euros per month for freelancerswhich I find very interesting for everything it offers.
- Paraca SMEsavailable with 4 flat sheets, which has a basic price of €14 per month, up to and full price, priced at €99 per month.
Choosing a plan depends on the characteristics and needs of your negotiation, since you must include a series of services in this software to generate invoices.
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Conclusion on Holded, one of the best billing programs
Holded is one of the best cloud billing programs for freelancers and SMEs that allows users to create and send invoices, estimates, and keep all expenses under control in a simple and effective way.
In addition, in addition to easily generating invoices, you are also a CRM, a team and workflow management tool, a project manager and you also have an app that maintains control of your company’s stock instantly.
Without a doubt, for everything it offers, it is a very useful tool for freelancers and SMEs.
Did you know Holded or do you use another program? What do you think of this software to create invoices in the cloud?
