Invoicing and payments
Credit note created in Filmo → send it to Holded as a draft
When a credit note is created in Filmo, sends it to Holded as a draft with its customer and lines grouped by tax, even if it is already validated in Filmo, and links it. Then, approving it in Filmo also approves it in Holded, or the accountant can approve it in Holded and it becomes approved in Filmo. Repeating the action does not create a duplicate.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Category | Invoicing and payments |
| Starts with | Credit note created |
| Integrations used | Holded |
| Steps | 1 |
The template builds these steps; open each one to see how it is configured.
| # | Step | Description | Branch |
|---|---|---|---|
| 1 | Send credit note to Holded as a draft | Send the credit note to Holded |
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