Shopify × Holded

Holded invoicing on autopilot for Shopify

Automatic invoicing for Spanish shops, Veri*Factu & SII-ready. Every Shopify order becomes a legislation-compliant document in Holded, with no manual retyping.

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Coming soon
Veri*Factu & SII-ready

Holded Integration is a Shopify app by Make It Easy!, currently in development, that generates invoices, proformas, sales receipts and credit notes in Holded automatically from Shopify orders.

The app generates the documents in Holded, ready for Veri*Factu and SII from Holded. The app itself never sends anything to AEAT.

Holded Integration

What it does

Veri*Factu & SII-ready

Legislation-compliant documents generated in Holded, with the tax details exactly as on your Shopify order.

Documents generated automatically

Generate documents in Holded automatically from your Shopify orders. You choose the moment for each document type: when an unpaid order is created, when it is paid, when it is fulfilled or when any order is created.

B2B with native VAT ID collection

Collect your business customers' NIF-IVA natively at Shopify checkout. It goes onto the document, and EU business customers with a VAT ID get 0% VAT reverse charge documents.

SKUs on your documents

Show the product name, the SKU or both on your documents, and send the SKU to Holded's SKU field.

Refunds and cancellations handled

Generate a credit note automatically when an order is partially or fully refunded, or when it is cancelled. Only the refunded items appear on it.

Smart exceptions

Skip the orders you do not want a document for: orders with a given tag, POS orders, orders paid only with gift cards or orders with a zero total. You can also generate each document type for everyone, only for companies or only for individuals.

Taxes as on the order, including OSS

Tax rates and amounts go onto the document exactly as on the Shopify order. For EU cross-border sales to consumers, the VAT rate of the shipping country is used.

POS orders, too

Orders from Shopify POS get documents the same way as online orders, with the same triggers, document types and settings.

Monitor: every document in one place

See the document status of every order in one list, search by order, and filter for successful documents or errors. Errors come with an explanation and a solution, and you can generate a document by hand from any order.

Documents in your customers' inbox

Email each document to your customer from Holded right after it is generated, and add a download link to Shopify's own order emails.

24/7 human-backed support

Response within 1 hour, in the app chat, by email or in the Help Center. Backed by a team that knows Holded and your market.

Ask for early access Coming soon

How it works

Install and connect Holded
Install the app from the Shopify App Store and connect your Holded account. It takes 3 minutes.
Choose your triggers and content
Pick which documents to generate and when, set your exceptions, and choose what appears on the documents.
Documents generate themselves
Every new order becomes a document in Holded automatically. Follow every document in Monitor.

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Documents it generates

Invoice
Proforma
Sales receipt
Credit note

Human-backed support

24/7, with a response within 1 hour, in the app chat, in English or your language. A team that knows your invoicing platform stands behind every answer.

Help Center

Frequently asked questions

Does the app send my invoices to the AEAT?

No. The app generates the documents in Holded, and they are sent to the tax authority from Holded.

Which documents can the app generate in Holded?

Invoices, proformas, sales receipts and credit notes. When an invoice follows a proforma for the same order, the two are linked.

Are documents generated automatically?

Yes. You choose the moment for each document type: when an unpaid order is created, when it is paid, when it is fulfilled or when any order is created. You can also generate any document except a credit note by hand from a Shopify order.

What happens when I refund or cancel an order?

A credit note is generated in Holded for partial and full refunds and for cancellations.

Does the app handle B2B, reverse charge and OSS?

Yes. Your customers can enter their NIF-IVA at Shopify checkout and it appears on the document. EU business customers with a VAT ID get 0% VAT reverse charge documents, and EU cross-border sales to consumers get the VAT rate of the shipping country, as set up in Holded.

Which VAT rates can I use?

The Spanish IVA rates work out of the box. For other countries' rates, the rate has to exist in Holded's tax settings.