The SII is included in Standard, Advanced, and Premium plans. To access this feature, activate the SII payment gem from the Holded Store.
To learn more about the SII in Holded, check out this article
- Go to Sales from the navigation bar
- Access Invoices
- Select New invoice
- Hit Options
- Click on SII
Manually filling in the SII fields on your sales invoices
Holded also allows you to automate SII values on your sales documents. Learn how in this article
Once you activate the SII, new options are activated in your sales invoice editor related to this service.
You can manually indicate the SII values in each of your sales documents:
- Manually report all SII-related fields as appropriate:
Contact ID type Use the dropdown to select the type of contact ID. Transaction key Specifies the regime of the transaction. Transaction type Indicates whether delivery of goods or services is involved. Invoice data Representative Tax ID Enter the representative's VAT number. Additional transaction key Specifies the regime of the invoice transaction. Transaction description Holded will use the information you have entered in the invoice concept to fill this field automatically. You have the option to modify it, if you wish. Amount of transfer of real estate subject to VAT/IGIC Enter the corresponding amount. Transaction date Refers to the date on which the service or good was rendered. Invoice type Holded will report this field automatically according to the type of sales document you have created (invoice, simplified invoice, amendment, etc.). Invoicing agreement reg. no. This is the registration number obtained when sending the invoicing or bookkeeping authorization.Pre-registration GGEE o REDEME o Competence Check this option if applicable. This is the identifier that specifies those billing records with difficulties to be sent on time because there is no record of the change of status to GGEE, of the inclusion in REDEME or of a change in the inspection competence.Invoice issued by third party or addressee Check this option if it is an invoice issued by a third party or the recipient of the transaction.Simplified invoice Art. 7.2 and 7.3 RD 1619/2012 Check this box if it is a simplified invoice issued in accordance with the provisions of articles 7.2 and 7.3 RD 1619/2012.Invoicing DA Third and Sixth of the Gas Market Check this box if it is an invoice issued in accordance with the regulatory requirements governing the gas market.Several recipients Checking this box establishes that there are multiple recipients. Macrodata It is checked if the invoice amount exceeds a threshold of 100,000 euros. Entity succeeded When checking this option, you will need to indicate both the name and the Tax ID of the succeeded entity. Information per item Per item Holded will use the data entered in the lines of your invoice to directly fill in the fields of Concept, Subtotal, Tax, VAT Quota, R.Eq. Fee. In the case of VAT, the tax added to the invoice will be taken into account to automatically inform if it is Exempt, Not exempt, or Not subject. However, the Cause will have to be specified manually through the drop-down menu.
- Click on Save