HoldedInstall

Summary

Create a commercial document in Holded with specified details, including contact information, issue and due dates, currency, line items, and other optional attributes.

Inputs

• Document Type (required) — The type of commercial document to create (e.g., Invoice, Estimate, Credit Note). Use "Custom" type to specify a custom document type.
• Custom Document Type (required) — A custom document type string required if "Document Type" is set to "Custom".
• Contact ID — Holded contact ID for the document's recipient. Required if Contact Code and Contact Name are empty.
• Contact Code — NIF, CIF, VAT, or other contact code used if Contact ID is empty.
• Contact Name — Contact name used to create or match a contact if Contact ID and Contact Code are empty.
• Contact Email — Email address for a new or matched contact.
• Contact Address — Billing address for the contact.
• Contact City — Billing city for the contact.
• Contact Postal Code — Billing postal code for the contact.
• Contact Province — Billing province for the contact.
• Contact Country Code — Billing country code for the contact (e.g., ES).
• Apply Contact Defaults — Whether to apply Holded's contact defaults to this document.
• Issue Date — Document issue date; supports YYYY-MM-DD, ISO dates, Unix seconds or milliseconds. Defaults to current date if not set.
• Due Date — Document due date; supports YYYY-MM-DD, ISO dates, Unix seconds or milliseconds.
• Currency — Currency code for the document (e.g., EUR, USD).
• Notes — Internal or customer-facing notes for the document.
• Description — Short description or concept for the document.
• Language — Language code for the document (e.g., es, en).
• Document Number — Optional document number; leave empty to have Holded assign it.
• Numbering Series ID — Holded numbering series ID for this document.
• Payment Method ID — Holded payment method ID for this document.
• Sales Channel ID — Holded sales channel ID for this document.
• Design ID — Holded design/template ID for this document.
• Warehouse ID — Warehouse ID for sales orders, purchase orders, or waybills related to this document.
• Tags — Comma-separated tags assigned to this document.
• Shipping Address — Shipping address for this document.
• Shipping Postal Code — Shipping postal code for this document.
• Shipping City — Shipping city for this document.
• Shipping Province — Shipping province for this document.
• Shipping Country — Shipping country for this document.
• Approve Document — Whether to immediately approve the document if supported by the endpoint.
• Line Items (required) — One or more line items for the document, each including name, unit price (before tax), quantity, tax percentage, optional discount, description, product ID, and SKU.
• Fields — Additional simple fields for the request body.
• Advanced Body JSON — Raw JSON object to override or extend the request body, allowing nested structures such as document lines.

Output shape

a single record representing the created document or an error object if creation fails

Returns the created Holded document as JSON. Errors during creation return error messages in the output JSON object if continueOnFail is enabled.

Links

• n8n community nodes installation guide