What is Square Invoicing?
Square Invoicing is the integration that allows you to automatically create documents in Holded from sales made in Square.
You can configure whether they are imported as Sales invoices or Sales receipts.
In what status are the invoices created?
By default, invoices are created as drafts in Holded.
You must review and approve them before they become final.
What happens if a sale is refunded in Square?
If a sale is refunded in Square, a credit note will be generated automatically in Holded.
Does Square Invoicing sync products or stock?
No. Square Invoicing only syncs sales and amounts.
It does not manage products, inventory, or warehouses.
If you need to sync products or stock, see the Shopify integration.
Are invoices updated if the sale changes in Square?
This depends on the integration configuration.
If you have enabled the automatic update option, changes in Square may be reflected in the invoice created in Holded.
Are contacts created automatically?
You can configure the integration to create contacts automatically when the customer does not exist in Holded.
If the contact already exists, the invoice will be linked to the existing one to avoid duplicates.
Can I use Square Invoicing and Square Payments at the same time?
Yes. Square Invoicing automatically creates invoices.
Square Payments allows you to collect payment for those invoices by card through the Client Portal.
You can use both integrations together.
Can invoices be created as final automatically?
Yes. If you enable the Automatically approve documents option, invoices will be created directly as final.
Otherwise, they will be created as drafts so you can review them before approving them.
How are credit notes generated from Square?
When you issue a refund in Square, Holded automatically creates a credit note.
Square does not allow returning specific product lines through the integration, only amounts.
Because of this, the credit note generated in Holded:
Does not include the original product name.
Shows a generic reference (for example, the Square sale identifier).
Indicates only the refunded amount.
☝🏼 This behavior is normal. Square Invoicing does not sync products or item lines, only sales and refund amounts.
Can I exclude sales from synchronization?
Yes. You can configure the integration to exclude zero-value sales to prevent unnecessary documents from being created in Holded.
What happens if I deactivate Square Invoicing?
If you deactivate the integration, new Square sales will stop syncing with Holded.
Invoices that have already been created in Holded will not be affected.