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Enable and automate TicketBai fields
Enable and automate TicketBai fields

Activate the functionality and learn how to automate key values.

Camilla avatar
Written by Camilla
Updated over a week ago

💎 First of all activate the free Gem from the Holded store .

Enable TicketBai

  1. Turn on the option right next to TicketBai

  2. Select the type of company

  3. Choose the Provincial Treasury that corresponds to you

  4. The name and the NIF are by default those of your account

  5. Accept the terms and conditions that authorize Holded to send your invoices

  6. Click on Save

Automate TicketBai values

Activating TicketBai forces you to fill in a series of additional fields on your invoices. If you need some of the values to be filled in automatically, you'll need to set up a set of rules.

  1. Go to the Configure default values section, from Compliance

  2. Click Add New Rule

  3. Enter a name for the rule

  4. In Section , select Sale

  5. Specifies the country for which these rules will take effect. If you want to include all the countries of the European Union, select the option Intra-community billing countries , or Countries not included in intra-community billing , for those outside the EU. This will prevent you from having to enter them one by one.

  6. Press Configure

Indicates the values for the following fields:


  • ID type
    Select the type of contact identification

  • Operation key
    Specifies the operation regime

  • Type of operation
    Indicates whether it is the delivery of goods or services

Invoice data

  • Description of the operation
    Holded will use the information you have entered in the invoice concept to automatically complete this field. You have the option to modify it, if you wish.

Information per item

  • Per Item

    Holded will use the data entered in the lines of your invoice to directly fill in the fields Concept , Subtotal , Taxes , VAT rate , R.Eq rate . In the case of VAT , the tax added to the invoice will be taken into account to automatically inform if it is Exempt, Not exempt , or Not subject . However, the Cause does have to be manually specified using the dropdown.

Once all the steps are complete, click Save .

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