Name that the contact on Holded will apear with

Enter the language code (es=spanish, en=english, etc.)

Use this if you are combining this action with the "Create Contact" or "Find Contact" action

The total amount will automatically be calculated and added to the invoice based on the subtotal and tax values

Use this field if you want to add a specific tax rate from your Holded account instead of a simple percentage. Leave the "Tax Rate(%)" field empty if you want to use this option.

Enter the Contact ID to associate the customer. We recommend using the "Find Contact" action to retrieve the ID.

Should the employee receive an invite to Holded via Email?

Requires unix timestamp (for example: 1631432684)

Use this field if you are combining this action with the "Find Contact" or "Create Contact" action

If this field contains a value, the invoice will contain an additional line for Shipping cost

Which warehouse should be used to discount stock levels for this sale?

If you want to apply a specific numbering series for the invoice number, please select it here

Select the bank account that this payment should be assigned to

Specify positive amount for incoming payments; negative amount for outgoing payments

NIF / CIF / VAT Number or similar. This will be used to match existing contacts in Holded

If you don't specify a document number, Holded will create one for you automatically

Which warehouse should be used to manage the stock movements related to this sales order?

If you leave this blank, Holded will create the document number for you

If you don't select a Sales channel, Holded will use your default sales channel

Select the treasury account that the payment should be assigned to

The document ID created by Holded (not document number)

Use the Find Contact action to retrieve the ID of the contact you would like to update

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Holded

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