Why are my orders imported into Holded, but not the invoices?
In order for an invoice or sales ticket to be generated in Holded, the order must be marked as "paid" in Shopify. If the order in Shopify is not marked as paid, it will only appear in Holded as a sales order (under Inventory > Orders), and no invoice or ticket will be generated.
My orders show as "paid" in Shopify, but are not imported into Holded
If you are having problems syncing your orders from Shopify to Holded,
Check that the orders in Shopify are not archived; if they are, they will not sync in Holded. To fix this, unarchive the orders and re-sync.
✨ You can prevent orders from being automatically archived in Shopify by disabling this option from Settings > Checkout > Order processing.If the problem persists, it is possible that the orders were previously synchronised in Holded. In this case, delete all traces of the order, to re-sync them as an Order, Invoice or Ticket.
Please note that Holded will automatically detect previously synchronised orders, so you will need to delete any trace of the order before synchronising it again.
How do I delete orders or invoices that have already been synchronised and import them back into Holded?
Deleting invoices and re-importing them can be useful if, for example, they were generated incorrectly (without the sales channel set up, without specific invoice numbering for Shopify, etc.). Since editing is manual, to avoid invoice-by-invoice editing, it is more practical to delete them all (including the associated sales orders), and import them again. To do this:
☝🏼 Activate the Inventory gem to be able to delete them, or contact our CS team for help.
Finally, force order synchronisation using the "Synchronise" button from Settings > Integrations > Shopify.
💡 Include a day before and after when selecting the desired date range.
Can I import orders from previous years from Shopify to Holded?
You can only automatically import orders from the current or previous year into Holded. Orders from before last year cannot be automatically imported using the "Synchronise orders" button in Shopify:
However, as an alternative, you can use Excel templates to import old orders into holded. Learn how to do this here.
☝🏼 Please note that the dates selected for synchronisation are exclusive, and the start and end date will not be included.
How do I import COD orders?
The only way is to select the option to import as Sales Orders to Holded, and then convert the orders to an invoice.
Please note that if you choose the option to import as an Invoice or Sales Ticket, Holded will only import orders when they have a status of 'Paid' in Shopify.
Do Shopify payment methods sync with Holded payment methods?
From the settings, it is possible to synchronise Shopify payment methods with invoices or sales tickets in Holded. This way, you can assign the corresponding payment method to a bank in Holded and perform the bank reconciliation afterwards. However, Shopify payment methods do not directly relate to the payment methods that are created in Holded.
I have had an amendment sale generated with a value of 0 in Holded, why is this and how can I correct it?
When a return or refund is generated in Shopify, there may be a delay in processing the corresponding payment, which causes Holded to generate a document with a value of 0. Once the payment is processed in Shopify, Holded will update the document with the corresponding value.
To avoid generating a document with value 0, you can check the "Exclude orders with no value" checkbox in the advanced settings of the Shopify integration in Holded:
This way, Holded will only generate the amendment sale document when the payment is processed in Shopify.
Can I import my Shopify order tags into Holded?
To import the tags associated with your Shopify orders to Holded, simply:
Under "Sales Sync", click on "Advanced Settings".
Check the "Import Shopify order tags" checkbox.