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.
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:
1. Activate Square Invoicing from the Holded Store
Go to the Holded Store (from the menu, top left).
In the Integrations tab, find Square Invoicing 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.
2. Configure sales synchronization
Once the integration is completed, go to the synchronization screen from:
Menu > Settings > Integrations > Square.
From there you can configure how invoices will be created in Holded from Square sales.
Fill in the following fields:
Convert into:
Select the type of document that will be generated in Holded from Square sales.
You can choose between Sales invoice or Sales receipt, depending on how you want to record your revenue.Sales account:
Select the accounting account that will be used to record the sales imported from Square.
Click Advanced settings to define the rest of the configuration:
Create contact:
If enabled, a contact will automatically be created in Holded when the Square sale is not associated with an existing contact.Customer tags:
You can add comma-separated tags to identify contacts created from Square.Bank:
Select the bank account or payment gateway where the payments associated with these invoices will be recorded.Template:
Choose the template that will be applied to the invoices generated automatically.Include taxes in product price:
If enabled, the amount received from Square will be interpreted as the final price including taxes.
If disabled, Holded will add the configured taxes on top of the base amount.Update documents:
Define whether invoices that have already been created should update automatically if the sale changes in Square.Manual accounting account number:
Allows assigning the same accounting account to all contacts created automatically.Customer account:
Select the accounting account that will be assigned to contacts created through this integration.Automatically approve documents:
If enabled, invoices will be created directly as final documents.
Otherwise, they will be created as drafts so you can review them before approving.Default taxes:
Applies the tax configured in Holded when Square does not include any tax in the sale.Tax correction:
Enable this option to avoid small rounding differences between Square and Holded.Exclude zero-value orders:
Prevents invoices from being created for sales with a value of 0.Document numbering:
Select the numbering series that will be applied to:
Invoices.
Sales receipts.
Credit notes.
Simplified credit notes.
Use Holded numbering line:
Allows the numbering of documents generated from Square to follow the sequence configured in Holded.
Once you finish configuring the settings, click Save in the bottom right corner.
From that moment on, each sale registered in Square will automatically generate an invoice in Holded.
☝🏼 Like Stripe, Square Invoicing only synchronizes sales, so it does not include product, stock, or warehouse options.
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.