Invoicing and payments
Filmo credit note draft approved in Holded → approve it in Filmo
When the accountant approves in Holded a credit note that Filmo sent as a draft, marks it as approved in Filmo with the same number and date assigned by Holded, without issuing it again. Documents originating in Holded do not trigger this workflow: they are recorded by “Credit note created and approved in Holded → record it in Filmo”. Any mismatch causes the workflow to fail with the reason and notify you.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Category | Invoicing and payments |
| Starts with | Filmo credit note draft approved in Holded |
| Integrations used | Holded |
| Steps | 1 |
The template builds these steps; open each one to see how it is configured.
| # | Step | Description | Branch |
|---|---|---|---|
| 1 | Approve in Filmo the credit note approved in Holded | Approve the credit note in Filmo with the number and date from Holded |
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