TicketBai is a Gem that can be activated from the Holded store.
Learn more about how to manage this functionality in this article.
How to get there
- Go to Settings from the Control menu
- Select Invoicing
- Click on Compliance
Automate TicketBai values
TicketBai activation forces you to report a number of additional fields when creating new invoices in Holded. This information can be completed manually, but you also have automation options to streamline this process.
In order for all the values to be automatically populated in your sales documents, you will need to set up a series of rules:
- Go to the section Configure defaults, under Compliance
- 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
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.
- Click on Next
- Indicate the values for each of the following fields:
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 fill this field automatically with the information in the invoice concept. You have the option to modify it according to your needs. Information per item Per item Holded will use the data 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.
Check this article and find out what each field of a TicketBai invoice corresponds to