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Import your sales invoices
Import your sales invoices

All the history of your invoices registered in a single place.

Camilla avatar
Written by Camilla
Updated over a week ago

First of all:

  1. Opens the three-dot menu ( ), top right

  2. Select Import

  3. Or, alternatively, go to Menu > Import > Sales

Import sales invoices

You can import invoices issued for the current year or other years. To carry out this process correctly, you have at your disposal a CSV/Excel template that you simply have to download, fill out and upload again to the platform.

1. Download the import template

  1. Open the import modal as explained above

  2. Download the template in CSV/Excel to see the import format

  3. Opens the downloaded document so you can work on it

2. Fill in the template

Fill in the fields indicated below. Those that are required are marked with an asterisk (*), while those that require prior configuration in Holded are marked with a caret (^).

Invoice No.*

Write the number of your invoice

Numbering format ^

You can define this numbering from Settings > Billing > Documents

Date*

The accepted format is mm/dd/yyyy (day/month/year)

Expiration date*

Sets the date the invoice will change status to Holded

Description

Add a brief private description of the concept of your invoice

Contact name

Includes the name of the customer to whom the invoice is addressed

NIF*

It is important to include this field so that the invoice is correctly related to the contact

Address

Type the address billing of the contact

Population

Refers to the location of the contact address

Postal code

The zip code of the contact's address

Province

Region where the contact is located

Country

The country where the contact resides for tax purposes

Concept*

Includes the names of the products, one per line

Description

Adds additional public information about the product

SKU*

Add the SKU of your product, through this field Holded will be able to relate the invoice with products already registered on the platform

Unit price*

Includes price per item, without tax

Units*

Add the number of units of the article

Discount

Include the discount percentage if there is one

VAT%*^

Write the VAT %. It is necessary to include the key of the tax that you will find in Configuration > Billing > Taxes
Example : If you need to include a 21% VAT, you must indicate the following key : s_iva_21

Retention

Adds the additional withholding

Rec. of eq.

Fill in this field if the invoice contains Equivalence Surcharge

Operation

Write the type of invoice , for example, if it is intra-community or general

Method of payment^

Add the API Key of the payment method. First you will have to generate it in Settings > Developers and then, to finish the process, you will have to access Settings > Billing > Payment methods, add a payment method and copy the number in blue that appears on the tab, right next to the plug icon.

Amount charged

Fill in this field with the amount of money (including taxes) already collected for this invoice

Collection date

The date the charge was received

Payment account

Add the accounting account where the payment of the client

has been made.

Tags

Include tags to categorize your invoices. They will have to be separated by a "-".

Sales channel name

Customize the name where the invoices of the same accounting account will be grouped

Sales channel account^

Add the sales ledger account to your invoice. If you leave this column blank, the system will automatically assign the last account in each group. For example, if you have generated 11 Sales and Income ledger accounts, 700000011 will appear.

Currency

Includes the currency of the invoice

Currency exchange

Fill in this field if you need to keep the change of the currency

In case you leave blank lines between invoices, the template will not be imported. It is important to add the data without leaving space and correlatively, since lines from different invoices cannot be combined.

Invoices per item

If what you need is to import invoices with more than one item, you will have to use this same template adding a line for each product and using the same number of invoice. For example, if you have 10 different articles, you will have to add a line for each one, indicating the relevant information, such as the SKU and the concept, for a total of 10 lines with identical billing numbers.

3. Upload the template information

  1. From Invoices , go back to the three-dot menu ( )

  2. Click Import

  3. Press the Upload File

    button

  4. Select the spreadsheet with the filled in fields that you previously saved

  5. Confirm the action

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