💎 Activate this free functionality from the Gems section in the Hold Store .
First of all:
Go to Sales > Invoices and go to the Recurring invoices
tab
Opens the three-dot menu ( ⋮ ), top right
Select Import
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
Open the import modal as explained above
Download the template in CSV/Excel to see the import format
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 (^).
Number* | Write the number of your recurring invoice |
Interval* | Write the time interval between each sale, using the following format:
|
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 |
Expiration | Write the type of expiration of your recurring sale |
Description | 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 |
NIF* | It is important to include this field so that the document is related correctly 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 recurring sale 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 |
Retention | Adds the additional withholding |
Rec. of eq. | Fill in this field if the proforma contains Equivalence Surcharge |
Operation | 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. |
Tags | 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. |
Currency | 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
From Recurring invoices , go back to the three-dot menu ( ⋮ )
Click Import
Press the Upload File
button
Select the spreadsheet with the filled in fields that you previously saved
Confirm the action