1. In the pop-up window, click Download a sample csv/excel file
2. Open the document you've just downloaded to see the format and work with it

   If you prefer, you can always make a copy of the template and work on it to leave the original one intact.

Fill in the fields indicated below. The required fields are marked with an asterisk (*), while those that require a previous configuration in Holded are marked with a circumflex accent (^).

Num. Invoice*	Write the number of the invoice
Numbering format ^	You can define this numbering from Settings>Invoicing>Documents
Date*	You must include it in dd/mm/yyyy format (day/month/year)
Due date*	Set the date when the invoice will change status to Holded
Description	Add a private description of the concept of the invoice
Name of the contact	Include the name of the customer to whom the invoice is addressed
NIF*	It is important to include this field to relate the invoice to the contact
Address	Enter the contact's billing address
City	The location of the contact's address
Postal code	The postal code of the contact's address
Province	Region where the contact is located
Country	The country where the fiscal residence of the contact is set
Concept*	The product names, one per line
Description	Add the visible information about the product
SKU*	Add the SKU of your product, through this Holded field you will be able to relate the invoice with items already registered on the platform
Price*	The price per item, without taxes
Amount*	Add the number of units of the item
Discount	The discount percentage, if there is one
IVA%*^	Write the VAT %. It is necessary to include the key of the tax that you will find in Settings > Invoicing> Taxes  Example: If you need to include a 21% VAT, you have to indicate the following key: s_iva_21
Retention	The additional retention
Rec. de eq.	Fill in this field if the invoice contains an Equivalence Surcharge
Operation	Write the type of invoice, for example if it is intra-community or general
Forma de pago^	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 go to Settings>Invoicing>Payment methods, add a payment method and copy the number in blue that appears on the tab, right next to the icon of the plug.
Amount collected*	Fill in this field with the amount of money (including taxes) already charged for this invoice
Payment date	The date when the payment was received
Payment fiscal account	The accounting account where the customer's payment has been recorded
Tags	Labels to be able to categorize your invoices. They will need to be separated by a "-"
Name sales account	Customize the name where the invoices for the same accounting account will be grouped
Sales channel account^	The sales accounting account where your invoice belongs. If you leave this column blank, the system will automatically assign the last account of each group. For example, if you have generated 11 Sales and Revenue ledger accounts, the 700000011 will be displayed.
Currency	The currency of the invoice
Currency exchange	Fill in this field if you need to keep the currency change

Once you have completed the template fields, save the spreadsheet in Excel or CSV format in order to import the information correctly.

Invoices per item

If what you need is to import invoices with more than one item, you will have to use this same template, adding a line for each product and using the same invoice number. For example, if you have 10 different items, you will have to add a line for each one, indicating the relevant information such as the SKU and the concept, for a total of 10 lines with identical numbering.

If you leave blank lines between invoices, the template will not be imported. It is important to add the data without leaving any space and in a correlative manner, since lines from different invoices cannot be combined.

1. From Invoices, access the three-point menu (⋮) again
2. Click on Import
3. Hit the button Add file
4. Select the spreadsheet or template you have previously saved
5. Confirm the action