Invoicing and payments

Credit note created and approved in Holded → record it in Filmo

When a credit note that Filmo did not send is approved in Holded, records it in Filmo as a mirror copy: it can be viewed and downloaded, and Holded controls payments and voiding. Documents sent by Filmo are excluded. Anything the copy cannot represent (withholding tax or multiple taxes on one line) causes the workflow to fail with the reason and notify you.

Template
holded-born-credit-note-to-filmo
PropertyValue
CategoryInvoicing and payments
Starts withCredit note approved in Holded
Integrations usedHolded
Steps1

The template builds these steps; open each one to see how it is configured.

#StepDescriptionBranch
1Record a credit note from Holded in FilmoRecord the credit note in Filmo