Complete your account details
How to access:
- Go to Control menu (top right corner)
- Click on Settings
- Under Account, choose Preferencies
- Go to Account details
Once you have created your company account, the first thing you should do is fill in the account information, so that it appears on the sales invoices that you issue.
Add companies to your user account : In the case that you already have a user created because you are part of another company registered in Holded we will explain how to do so here
1) Create the identifier of your company (Holded ID)
Available only for:
- Holded user
How to access:
- Go to Control menu (top right corner)
- Click on Settings
- Under Account, choose Preferencies
- Under Account details, click on the field Holded ID
Before you start you must create your company ID or Holded ID so that your employees use this identifier to access the employee portal of your company.
You'll have to add the name of your company or a "nickname" that is short and easy to remember. To create the Holded ID of the company, you must do it from the Settings section and click on Account.
Time Control: This feature will enable your employees to record the number of hours worked, they will need to enter the Holded ID of your company.
2) Fill in the account information
Fill in the basic information that will appear on the sales invoices:
- Fiscal name: The fiscal name is the name that will appear on the sales invoices.
- Fiscal identification number: Add the company's VAT number or ID number in the case of being autonomous.
- Email: The email with which the account was created will appear. This field is relevant because it's the email that will receive the notifications activated in Holded.
- Phone: Add your company's phone number or that of a user of the account.
- Commercial Name: Fill in this field to activate the option that appears in the Commercial name in the invoices.
- Logo: Add the logo of the company so that it appears in the upper right corner and if you wish you can activate it so that it appears in the sales documents.
3) Fill in the tax address
Add the following information to appear in the documents you issue and in the invoices issued by Holded.
- Address
- City
- Postal Code
- Province
- Country: Select Spain-Peninsula and Balearic Islands in case you want us to issue invoices with VAT. In case of selecting Spain-Canary Islands invoices will be issued without VAT.
Now that you have filled in your account information, we will explain how to invite your team members to Holded!