Monthly Holded sales report by email
On the 1st of every month it adds up last month invoices in Holded and emails management a summary with total, invoice count and top customers.
Everything is created inactive in a new folder of your account. Nothing runs until you activate it, and you can undo it for 24 hours.
What it does
A month-end close without spreadsheets. On the 1st at 8:00 the workflow works out the previous month, downloads its invoices from Holded and prepares a summary with the total invoiced, the invoice count, the average ticket and the five customers with the highest volume. You receive it by email, ready to forward.
What you need: a Holded API key and an SMTP account. Amounts are the Holded totals (taxes included).
How to use it: install the template, connect Holded and SMTP, enter the recipient and activate the workflow.
How to set it up
- 1
Connect the holded credential
This template uses holded in: Facturas del mes. Create or pick the credential and assign it in those nodes.
- 2
Connect the smtp credential
This template uses smtp in: Enviar informe. Create or pick the credential and assign it in those nodes.
- 3
Set the recipient
In the Enviar informe node replace
direccion@tuempresa.comwith whoever should receive it. - 4
Run it once
Run the workflow manually: it will work out the month before the current one and email you its report. Check the total matches Holded.
- 5
Activate the workflow
Workflows are installed inactive. Once everything is set, activate it.
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Try it in under 5 minutes
Create the template in your account, connect your credentials and activate it when you are ready.
Use this template