Square Invoicing is Square’s sales integration with Holded. It allows you to automatically create invoices in Holded from sales made in Square, without entering the data manually.
☝🏼 This integration has been developed by Square. Some configurations and behaviors depend directly on their system.
What can you do with Square Invoicing?
With Square Invoicing you can:
Create invoices automatically in Holded from sales made in Square.
Keep your invoicing synchronized without manual tasks.
Reduce errors caused by creating invoices manually.
What does Square Invoicing not do?
Square Invoicing is not a full e-commerce integration. This means that:
It does not create sales orders.
It does not sync products or catalogs.
It does not sync stock or inventory.
It does not manage warehouses or logistics.
If you need an e-commerce integration with products, stock, and orders, see Shopify.
How to activate Square Invoicing in Holded
☝🏼 Before you start, you need an active Square account.
To integrate Square Invoicing with Holded, follow these steps:
Go to the Holded Store (from the menu, top left).
In the Integrations tab, find the Square Invoicing gem and click Activate.
Next, click Connect Square. You will be redirected to Square to authorize the connection with Holded (log in to Square if necessary).
Confirm the access to complete the connection between both platforms.
Once the process is finished, you will automatically return to Holded to continue configuring the synchronization.
In your Square dashboard, the Holded integration will appear as active.
☝🏼 By default, invoices created through Square Invoicing are generated as drafts in Holded. You must review and approve them before they become final.
Integration considerations
The behavior of Square Invoicing depends on the configuration set in Square.
For this reason, some aspects such as account connection or synchronization details may vary depending on your setup.
If you need help with connection or advanced configuration, we recommend checking Square’s documentation or contacting their support team.
How to deactivate Square Invoicing
If you want to stop synchronizing sales at any time:
Go to the Holded Store.
Find Square Invoicing in the Integrations section.
Click Deactivate and confirm the action.
☝🏼 Invoices that have already been created in Holded will not be affected.
Do you want to charge your invoices by card?
In Holded, Square offers two different integrations depending on what you need:
Square Invoicing: to automatically create invoices in Holded from sales made in Square.
Square Payments: to charge invoices by card from the Client Portal and record the payments in Holded.
You can use one or both integrations depending on how you manage your sales and payments.
☝🏼 If you want your customers to pay invoices by card, see the article Square Payments.