Holded Invoice Component

Holded Invoice Component connects your flow to the invoicing module of your Holded account. With a single component you can work with your contacts, products and services, with sales and purchase documents (invoices, estimates, orders, delivery notes…), with payments, and with the settings that go with them: treasury accounts, expense accounts, numbering series, sales channels, warehouses, taxes and remittances.

It is useful to get sales, customers and payments that start in other systems into Holded without typing them, or to let an AI agent look up invoices and customers.

When to use it

• A customer signs up in your online shop and you want to add them as a contact in Holded.
• An invoice is ready in Holded and you want to email it to the customer as soon as the order is confirmed.
• You want a weekly report with the invoices issued in a period.
• An AI agent serves your customers and needs to look up their invoices or a warehouse’s stock.
• You record payments in another tool and want them in Holded too.

Configuration

You need a Holded Task API credential with your Holded account’s API key. See Credentials.

Field	What it does
Credential (required)	The Holded Task API credential used to access your account.
Resource	The kind of data you work with. See Resources and operations. Default: Treasury Accounts.
Operation	What you do with that data. The list changes with the chosen Resource.

When you choose the resource and the operation, the component shows only the fields that operation needs. All of them are required unless stated otherwise.

Resources and operations

Contacts (customers, suppliers and other contacts)

Operation	What it does	Fields
List	Returns all contacts.
Create	Creates a contact.	Contact Name
Get	Returns one contact.	Contact ID
Update	Renames a contact.	Contact ID, Contact Name
Delete	Deletes a contact.	Contact ID
Get Attachments List	Returns the list of files attached to a contact.	Contact ID
Get Attachment	Returns one file attached to a contact, encoded in base64 together with its type and size.	Contact ID, Filename

Contact Groups

Operation	What it does	Fields
List	Returns all groups.
Create	Creates a group.	Group Name
Get	Returns one group.	Group ID
Update	Renames a group.	Group ID, Group Name
Delete	Deletes a group.	Group ID

Documents (sales and purchase documents)

Operation	What it does	Fields
List	Returns the documents of one type, optionally limited to a period.	Document Type, Filter Document Start (optional), Filter Document End (optional)
Create	Creates a document for a contact with the given date.	Document Type, Document Date, Document Contact
Get	Returns one document.	Document Type, Document ID
Update	Changes a document’s date or contact.	Document Type, Document ID, Document Date, Document Contact
Delete	Deletes a document.	Document Type, Document ID
Send	Emails the document from Holded to the given addresses.	Document Type, Document ID, Document Emails
Pay	Records a payment of the document on the given date.	Document Type, Document ID, Payment Date, Payment Amount
Update Pipeline	Moves a sales order or delivery note to another pipeline stage.	Document Type, Document ID, Pipeline Stage
Ship All Items	Marks all the items of a sales order as shipped.	Document ID
Shipped Units by Item	Returns the units shipped for each item of a document.	Document Type, Document ID
List Payment Methods	Returns the payment methods set up in Holded.

In Document Type you choose the type of document: invoice, salesreceipt (sales receipt), creditnote (credit note), salesorder (sales order), proform (pro forma), waybill (delivery note), estimate, purchase, purchaseorder (purchase order) or purchaserefund (purchase refund). Default: invoice. Document Contact takes the contact’s ID, and Document Emails one or more email addresses.

Products

Operation	What it does	Fields
List	Returns all products.
Create	Creates a product.	Product Kind, Product Name
Get	Returns one product.	Product ID
Update	Changes a product’s kind or name.	Product ID, Product Kind, Product Name
Delete	Deletes a product.	Product ID
List Images	Returns the list of a product’s images.	Product ID
Get Main Image / Get Secondary Image	Returns a product’s main image, or the one with the given name, encoded in base64 together with its type and size.	Product ID, Image name (secondary only)
Update Stock	Updates the product’s stock in a warehouse with the given units.	Product ID, Warehouse ID, Stock

In Product Kind you choose the Holded product type: simple, lots, variants or pack. Default: simple.

Services

Operation	What it does	Fields
List	Returns all services.
Create	Creates a service with its description, tax and price before tax.	Service Name, Description, Tax, Subtotal
Get	Returns one service.	Service ID
Update	Changes a service’s details.	Service ID, Service Name, Description, Tax, Subtotal
Delete	Deletes a service.	Service ID

Tax (the tax) and Subtotal (the price before tax) are written as whole numbers.

Payments

Operation	What it does	Fields
List	Returns payments, optionally limited to a period.	Filter Payment Start (optional), Filter Payment End (optional)
Create	Records a payment in a bank account and, if you want, from a contact.	Bank Id, Contact Id (optional), Amount
Get	Returns one payment.	Payment ID
Update	Changes a payment’s details.	Payment ID, Bank Id, Contact Id (optional), Amount
Delete	Deletes a payment.	Payment ID

Treasury Accounts

Operation	What it does	Fields
List	Returns all treasury accounts.
Create	Creates a cash or bank account.	Account Name, Account Type (cash or bank; default: bank)
Get	Returns one account.	Account ID

Expenses Accounts

Operation	What it does	Fields
List	Returns all expense accounts.
Create	Creates an expense account.	Account Number, Expense Account Name
Get	Returns one expense account.	Expense Account ID
Update	Renames an expense account.	Expense Account ID, Expense Account Name
Delete	Deletes an expense account.	Expense Account ID

Sales Channels

Operation	What it does	Fields
List	Returns all sales channels.
Create	Creates a sales channel.	Account Number, Channel Name
Get	Returns one channel.	Channel ID
Update	Renames a channel.	Channel ID, Channel Name
Delete	Deletes a channel.	Channel ID

Warehouses

Operation	What it does	Fields
List	Returns all warehouses.
Create	Creates a warehouse.	Warehouse Name
List Products Stock	Returns the stock of the products in a warehouse.	Warehouse ID
Get	Returns one warehouse.	Warehouse ID
Update	Renames a warehouse.	Warehouse ID, Warehouse Name
Delete	Deletes a warehouse.	Warehouse ID

Numbering Series

Operation	What it does	Fields
Get by Type	Returns the series of one type.	Series Type
Create	Creates a series.	Series Type, Series Name, Series Format
Update	Changes a series’ name and format.	Series Type, Series ID, Series Name, Series Format
Delete	Deletes a series.	Series Type, Series ID

In Series Type you choose invoice (sales) or purchase (purchases). Series Format must include at least one % symbol, which Holded replaces with the number.

Taxes

Operation	What it does	Fields
Get Taxes	Returns the taxes set up in Holded.

Remittances

Operation	What it does	Fields
List	Returns all remittances.
Get	Returns one remittance.	Remittance ID

Date format

Document Date and the period filters (Filter Document Start, Filter Document End, Filter Payment Start, Filter Payment End) are written the way Holded stores them: the number of seconds since 1 January 1970 (what is usually called a Unix timestamp).

Output

The Response output returns Holded’s answer as text: the details of the item you worked with, the list of items for the operations that list, or a confirmation for those that delete or send.

You can connect the result to an agent so it can interpret it, or to a component that extracts the details you need. The component can also be connected to an Agent as a tool, so the agent decides when to look up invoices or customers. See Tool Mode.

Example

An online shop wants every new customer to exist in Holded too.

1. The customer’s sign-up reaches the flow with their name.
2. Add Holded Invoice Component with the Contacts resource and the Create operation.
3. In Contact Name enter the customer’s name.
4. Keep the contact ID returned in Response to use later in their documents, in Document Contact.

Good practices

• The IDs of contacts, accounts, products and documents are found with each resource’s List operation. Keep them so you don’t have to look them up on every run.
• Before using Send with real customers, test it with an email address of your own.

Related components

• Holded CRM Component: funnels, leads and bookings.
• Holded Accounting Component: daily ledger and chart of accounts.
• Holded Projects Component: projects and tasks.