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Import your recurring sales invoices
Import your recurring sales invoices

All the history of your centralized recurring sales

Camilla avatar
Written by Camilla
Updated over a week ago

💎 Activate this free functionality from the Gems section in the Hold Store .

First of all:

  1. Go to Sales > Invoices and go to the Recurring invoices


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

  3. Select Import

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

Import recurring sales invoices

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 (^).


Write the number of your recurring invoice


Write the time interval between each sale, using the following format:

  • Journal:"d"

  • Weekly:"w"

  • Fortnightly:"bw"

  • Monthly: "m"

  • Bimonthly:"bm"

  • Quarterly:"q"

  • Semi-annual:"ba"

  • Annual: "a"

Start date*

Marks the issue date of the first recurring sale. You must include it in the format dd/mm/yyyy (day/month/year)

End date*

Sets the issue end date of the last recurring sale


Write the type of expiration of your recurring sale


Add a brief private description of the concept of your recurring sale

Contact name

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


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


Type the address billing of the contact


Refers to the location of the contact address

Postal code

The zip code of the contact's address


Region where the contact is located


The country where the contact resides for tax purposes


Includes the names of the products, one per line


Adds additional public information about the product


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

Unit price*

Includes price per item, without tax


Add the number of units of the article


Include the discount percentage if there is one


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


Adds the additional withholding

Rec. of eq.

Fill in this field if the proforma contains Equivalence Surcharge


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

Form 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.


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

Sales channel name

Customize the name where the recurring sales of the same accounting account will be grouped

Sales channel account^

Add the sales ledger account where your recurring sales invoice belongs. 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.


Includes the currency of the document

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.

3. Upload the template information

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

  2. Click Import

  3. Press the Upload File


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

  5. Confirm the action

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