Holded sales documents
holded_salesManage sales documents like invoices, credit notes, and estimates. Perform actions such as listing, creating, updating, approving, canceling, and sending documents, including PDF generation and attachments.
Instructions
Sales documents by type: invoice, credit_note, estimate, proforma, sales_receipt, sales_order, waybill, receipt_note, recurring_invoice. Actions: list, get, find_by_number (invoices), pdf (needs output_path), list_attachments, attach (file_path), schedule (recurring), create, update, delete, approve, cancel (invoices), send (emails), set_pipeline, record_payment, convert, accept, reject (estimates), skip (recurring), bulk_approve, bulk_cancel, bulk_delete (invoices). Amounts in responses are strings with a comma decimal separator.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | No | Record id (24 hex characters) | |
| ids | No | Invoice ids for bulk actions | |
| data | No | Payload for create and update actions, following the Holded v2 request contract | |
| date | No | Occurrence date for skip | |
| sort | No | ||
| type | No | Document type (default invoice) | invoice |
| limit | No | Page size, 1 to 200 (default 50) | |
| action | Yes | ||
| cursor | No | Cursor from the previous page to continue listing | |
| status | No | ||
| confirm | No | Required for gated actions. The first call without it sends nothing and explains what would happen. | |
| end_date | No | YYYY-MM-DD, inclusive | |
| file_path | No | Local file to upload for attach | |
| contact_id | No | ||
| start_date | No | YYYY-MM-DD, inclusive | |
| output_path | No | Where to save the PDF | |
| pipeline_id | No | ||
| due_date_end | No | ||
| due_date_start | No | ||
| approval_status | No | ||
| document_number | No | For find_by_number |