☝🏼 Before you start
This new behavior will be rolled out to all accounts with 10 days’ prior notice.
Orders that already had documents in Holded before activation keep the previous behavior for their entire lifetime. The new behavior applies to orders received from that point onward.
Holded automatically syncs your store’s orders and generates the corresponding accounting documents. You don’t need to create or correct anything manually.
When an order that has already been invoiced changes, we don’t rewrite the invoice. Instead, we issue a new document that reflects only what has changed. The total of all documents for an order always matches what that order is worth in Shopify at any given time.
No setup required
The whole process is automatic: there are no documents to create or corrective invoices to issue manually.
Every sale, edit, return or refund recorded in your Ecommerce is reflected in your documents.
Invoices that have already been issued are never modified. Each correction is a new document linked to the original.
The total of all documents for an order always matches what that order is worth in your Ecommerce.
Below you’ll find the documentation for each Ecommerce platform, covering the workflow changes and how your account will behave:
PrestaShop: Coming soon
WooCommerce: Coming soon
If you have any questions, don’t hesitate to ask us.