Your payment plan
Choose your payment plan
At Holded there are several plans payment that adapt to the needs of your business:
Go to Menu > Subscription , in the upper right corner
✨ Alternate path: Menu > Settings > Subscription > Your subscription
Click on " Choose your plan "
Turn the "Annual" payment selector on or off
Choose the plan that best suits you: Basic, Standard, Advanced, Premium
💡 You can click "Compare our plans" for a detailed area-by-area breakdown
Customize your plan by adding additional gems if you wish:
Click "Enter payment information" and continue with the process, including your payment method and billing address
Click "Confirm payment"
Change your payment plan
You can change your payment plan flexibly at any time:
Go to Menu > Subscription , in the upper right corner
✨ Alternate path: Menu > Settings > Subscription > Your subscription
Click on " Improve your plan "
Choose the new plan that best suits you: Basic, Standard, Advanced, Premium
💡 You can click "Compare our plans" for a detailed area-by-area breakdown
✨ If you want to downgrade or change your payment from annual to monthly and vice versa, contact our Customer Success team
Your gems
You can add more functionality without changing your plan by using the gems available in the Holded Store . There are blue gems (free) and red gems (paid), divided by areas so that you can activate those that best suit the needs of your company.
To activate a gem on Hold, follow these steps:
Go to Menu > Holded Store , in the upper right corner
✨ Alternate path: Menu > Subscription > Manage Gems
You will see a list of available gems. Select the gem you wish to activate.
Click the "Activate" button to enable the gem
Please note that not all features are available for all pricing plans, some gems are only available on premium or paid plans. Check the prices page for Holded to see if a gem specific is available in your plan.
Your Holded invoices
From your Holded account you will be able to download the invoices that we issue you in order to count them as purchases. We show you how to do it below.
Go to Menu > Settings, in the upper right corner
Under Subscription, click "Plan Bills"
In the list you can view the invoices according to the contracted plan, with details about the amount and the current status for each of them:
Click on an invoice to open it, and download it, if desired, from the top menu:
Payment methods
1. Add a payment card
Go to Menu > Settings > Subscription > Your subscription
Under Payment Method, click the "Add Card" button
Type the name, number, expiration and CVC on the card
Hit "Save"
2. Make a payment card default
Go to Menu > Settings > Subscription > Your subscription
Under Payment method, click the three-dot button on the card line
Click "Mark as primary payment method":
Hit "Save"
3. Delete a payment card
Go to Menu > Settings > Subscription > Your subscription
Under Payment method, click the three-dot button on the card line
Click "Remove":
Hit "Save"
Billing address
If you need us to issue invoices to an address other than the one indicated in your preferences (for example, if you are a manager), modify the data by following these steps:
Go to Menu > Settings > Subscription > Your subscription
Under Billing Address, click the "Add Address" button
Fill in the fields with the new information:
Click "Save"
Unlock your account
It could happen that when accessing Holded you find that your account is blocked. Typically, this happens for one of these reasons:
1. Unpaid bills
There may be an unpaid invoice from Holded. Follow these steps to verify it:
Go to Menu > Settings > Subscription > Your subscription
In the Payment Information section, click "View invoices"
In the listing, click the button on the "Pay Now" invoice line:
If this option fails, it may be because the card has no funds, is not working properly, or has expired. In such a case, add a new card , mark it as default , and click "Pay Now" again.
2. You have exceeded the limit
Depending on the plan you have contracted with Holded, you will have a maximum limit of documents, users, products, banks, etc., with which to work:
Upgrade your plan to extend this limit and continue enjoying all the benefits of Holded.
Cancel your subscription
Deleting your account means that you will no longer be able to use Holded's features. Keep in mind that you will no longer be able to access the data or the account, nor to view or download any document.
☝🏼 We strongly recommend that you export all data before closing your account ( once unsubscribed you will not be able to access your invoices or your daily book)
To delete your account, follow these steps:
Access Menu > Settings > Account > Preferences
Below, in the Delete account section, click the "Delete account" button (it only appears if you are the Account Owner).
Click the "Delete my account with all my data" button
Enter your user password
Confirm the action