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 Settings from the Control menu
- Access the section of Invoicing
- Click on Compliance
Automating SII values on your sales invoices
SII activation allows you to report a number of additional fields when creating new sales invoices in Holded. This information can be completed manually, but you also have automation options to streamline this process.
In order for all SII values to be automatically populated in your sales documents, you will need to set up a series of rules:
- Go to the section Set the SII values
- Click on Add new rule
- Enter a name for the rule
- Under Section, select Sales
- Specify the country for which these rules will take effect
This step is important because Holded will only automatically fill in the SII values on the sales documents you generate that have contacts from that specific country assigned to them.
If you want to make a rule to include all countries in the European Union, select the option Intra-EU invoicing countries, or Countries not included in intra-EU invoicing, for those outside the EU. This will prevent you from having to enter them one by one.
- Hit Next
- Indicate the values for each of the following fields:
This action will be useful to automate the fields listed below. You can also report the other fields manually for each of your sales documents.
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 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. 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.
- Hit Save