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How do I sync bills with Holded?

Importing bills from Holded

  • First, ensure the integration is connected
  • Create the bill in Holded by searching for 'Purchases', and then clicking 'Invoices' and selecting 'New Invoices'
  • Bills from Holded willl appear in Revolut. They sync daily, or you can trigger the sync manually in Integrations, under 'Bills' within 'Holded'. Only one manual sync is allowed per hour
  • You can import bills from the last 90 days, based on the invoice date (not creation or update date)
  • On first connect, bills up to 90 days old are imported. Each sync looks back 90 days, so bills with very old invoice dates won’t import, even if they were created recently in Holded
  • Bills with future invoice dates will be imported
  • Holded labels aren’t imported

Exproting bills to Holded

  • Once the bill is created in Revolut and the payment is initiated or scheduled, go to ‘Transfer’ and select ‘Bills’ to track the status until it is ‘Exported’
  • Once exported, the bills appear in 'Invoices' under 'Purchases' in your Holded account within a few seconds