Your payment plan
Choose a payment plan
In Holded there are several payment plans to suit your business needs:
Go to Menu > Settings, in the top right corner.
Click on the “More” section, and choose “Subscription”.
Click on “Choose your plan”.
Choose your business type (Freelancers, Small Business or Medium Business), and the plan that best suits you:
Freelancers: Plus.
Companies: Basic, Standard, Advanced, Premium.
☝🏼 You can go to “Compare our plans” at the bottom of the screen for a detailed area-by-area breakdown.
Customize your plan by adding additional gems if you wish.
Click “Continue” on the right and continue with the process, including your payment method, cardholder and country or region.
Click “Pay and subscribe”, and complete the process.
Switch a payment plan
Go to Menu > Settings in the top right corner.
Click on “More”, and choose “Subscription”.
Click on “Upgrade your plan”.
Choose the new plan that best suits you.
Freelancers: Plus.
Companies: Basic, Standard, Advanced, Premium.
☝🏼 If you want to upgrade to a lower plan or change your payment from annual to monthly and vice versa, please contact our Customer Success team.
Your gems
You can add more functionalities 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 the ones that best suit your company's needs.
To manage your gems, simply:
Go to Menu > Settings, in the top right corner.
Click on the “More” section, and choose “Subscription”.
In the “Your gems” section, click on “Manage gems”.
Learn more about gems and the Holded Store in this article.
Your Holded invoices
From your Holded account, you can download the invoices we issue you so that you can post them as purchases. Here's how to do it.
Go to Menu > Settings in the top right corner.
Click on the “More” section, and choose “Subscription”.
Under “Payment information” at the bottom, click on “View invoices”.
In the list, you will be able to view the invoices according to the contracted plan, with details on the amount and current status for each invoice:
Click on an invoice to open it, and download it, if you wish, from the top menu.
☝🏼 If you have an invoice pending payment, you can force payment by clicking on the “Pay now” button that will appear to the right of the invoice.
Payment methods
1. Add a payment card
Go to Menu > Settings in the upper right corner.
Click on the “More” section, and choose “Subscription”.
Under “Payment information”, at the bottom, click on “Add card”.
Enter the name, number, expiration, and CVC listed on the card.
Click “Save”.
2. Mark a payment card as default
Once you have added two or more cards as a payment method, you can select which of them will be the default for payments. To do this:
Go to Menu > Settings in the top right corner.
Click on the “More” section, and choose “Subscription”.
Under “Payment information” at the bottom, click on the three dots button on the same line as the card.
Click “Mark as primary payment method”.
Click “Save”.
3. Delete a payment card
Go to Menu > Settings in the upper right corner.
Click on the “More” section, and choose “Subscription”.
Under “Payment information” at the bottom, click on the three dots button on the same line as the card.
Click “Delete”.
Click “Save”.
Billing address
If you need us to issue invoices to a different address 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, in the upper right corner.
Click on the “More” section, and select “Subscription”.
Under “Payment information”, at the bottom, click on “Add address”.
Fill in the fields with the new information:
Company Name.
Email address.
Tax ID number.
Your address.
City.
Postal or zip code.
Province.
Country.
Click on “Save”.
Unblock your account
It may happen that when you log in to Holded you find that your account is locked. Usually, this happens for one of the following reasons:
1. Unpaid Holded invoices.
It is possible that there are some unpaid Holded bills. Follow these steps to check it and pay it:
Go to Menu > Settings in the top right corner.
Click on the “More” section, and choose “Subscription”.
Under “Payment Information” at the bottom, click on “View Invoices”.
In the list, click the “Pay Now” button on the invoice line.
If this option fails, it is possible that the card has no funds, is not working properly, or is expired. In this case, add a new card, mark it as default, go back to invoices, and click “Pay now”.
2. You have reached the limit of your Holded plan.
Depending on the plan you have contracted with Holded, you will have a maximum limit of documents, users, products, and banks, among others, with which you can work. To check how many of these resources you are using and how many are available:
Go to Menu > Settings, located in the upper right corner of the screen.
Click on the “More” option and select “Subscription”.
In the “Subscription” section, view the progress lines that indicate how many users, invoices, synchronized banks, etc., you are using, compared to the total limit allowed by your plan (e.g. Invoices: 5 out of 1,000).
If you have reached the limit and wish to continue to take full advantage of Holded's features, consider upgrading your plan to extend this limit and continue to enjoy all the benefits that Holded has to offer.
Cancel your subscription (delete your account)
Deleting your Holded account means that you will no longer be able to access the platform's functionalities. It is important to note that once the account is deleted, you will not be able to access, view, or download any document or data associated with it.
☝🏼 It is highly recommended to export all the data before proceeding with the deletion of the account, since once this action is done, it will not be possible to access any of the account data, including invoices, contacts, journal, among others.
To delete your account, follow these steps:
Go to Menu > Settings.
Under “Account”, choose the “Account Settings” option.
At the bottom, under “Delete Account”, click on the “Delete Account” button (only appears if you are the Account Owner).
Click the “Delete my account and all my data” button.
Enter your user password.
Confirm the action.
Recommend Holded and get an accumulated balance
Recommending Holded to your contacts can be beneficial for both of you. If you invite someone to join and that person creates an account and purchases a payment plan, you will both receive €50 in accumulated balance. This balance will be automatically deducted from future payments on the platform.
To invite someone to join Holded:
Open the Menu at the top right of your screen.
Click on Invite and earn €50.
Click on “Invite” in the top right corner.
Enter the email addresses of the people you want to invite. If there are more than one, separate them with a comma.
You also have the option to share an invitation link.
Confirm the action by clicking “Send”.
Terms and conditions when recommending Holded:
The promotion is valid if users are new to Holded (email has not been previously registered on the platform) and sign up through your referral link.
The referred user must purchase a paid subscription for both of you to receive the €50 balance each.
The €50 balance can only be used to discount future payments.
The promotion has no time limit.
It is not a transfer to bank accounts or an instant discount.