Invoicing and payments

Invoice created and approved in Holded → record it in Filmo

When an invoice 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-invoice-to-filmo
PropertyValue
CategoryInvoicing and payments
Starts withInvoice approved in Holded
Integrations usedHolded
Steps1

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

#StepDescriptionBranch
1Record an invoice from Holded in FilmoRecord the invoice in Filmo