💎 The SII is included in the Standard , Advanced and Premium plans. In order to access this functionality, activate the Paid Gem from the Holded Store .
To send invoices that were created before the SII implementation, it will be necessary to edit and save them. Otherwise, the shipment cannot be made and the status Not configured will appear in the SII column in your list of invoices.
Send sales and purchase documents to the SII
Activate the SII column in your list of documents to see the states
Filter by SII AEAT, then by status: Pending, Rejected, Not configured, Accepted, Cancelled or Accepted with errors. If you select invoices with different statuses, you can only group together those that are Rejected or Pending. Invoices with any other status, such as Accepted with errors, must be sent separately.
Select the documents you want to send to the SII.
In the bottom bar, click More > Submit SII.
In the next window, check that the selection is correct
Click Submit documents.
After making the shipment and refreshing your list of sale or purchase documents, you can check in the column of the SII your filing status.
Electronic certificate
Holded is a recognised social collaborator (colaborador social), so the system is authorised to send your invoices to the AEAT. All you need to do is accept our terms and conditions when you enable the SII.
View the SII submission history
Check when each of your documents was sent to the SII and how the Tax Agency responded.
Select the invoice whose submission history you want to see.
In the new window, go to the SII section on the right-hand side.
Open the three-dot menu (⋮).
Click History.
Review the information.
Update invoices sent to the SII
Only invoices with the status Accepted can be updated.
Filter your sales or purchase documents by the status Accepted.
Click the invoice you want to update.
In the new window, open the three-dot menu (⋮).
Click Edit.
Change whatever details you need to.
Save your changes.
Back in the invoice list, tick the checkbox to the left of the document you’ve just updated.
In the bottom bar, click Submit SII.
When you resend the document, the changed information will be updated.
Change the status manually
If you need to change the status of invoices sent to the SII manually, follow these steps:
Go to the Sales or Purchases list.
Select one or more documents with the status Pending, Rejected, Accepted, Manually accepted or Accepted with errors.
Click More > Change to Accepted status, Change to Manually cancelled status or Change to Pending status, depending on what you need.
Check for errors in invoices sent to the SII
If there are errors when you send a document, here’s how to view them:
Open the document.
In the SII section on the right-hand side, click View errors.
A pop-up window will show the list of errors, each with its code and description.