AdvanceCM’s new Holded integration lets you keep managing rental invoices in AdvanceCM and sync them to Holded for local invoicing.
In this episode, we walk through the two ways to sync: manually with Schedule Export, or automatically whenever an invoice is updated. We cover the setup, which starts with an API key created in Holded, and where paid, unpaid or overdue, and cancelled invoices land once they arrive.
We also explain one rule to know before you approve anything: once Holded approves an invoice, later AdvanceCM edits no longer sync to it. There’s a brief note on VeriFactu, Spain’s regulation on invoicing systems, but nothing in this episode is tax or legal advice.
By the end, you’ll know how to connect the two systems, when to use each sync method, and what to check before an invoice is approved.
Key Takeaways:
✅ Invoices sync one way, from AdvanceCM to Holded.
✅ Sync manually with Schedule Export, or automatically when an invoice is updated.
✅ Setup starts with an API key created in Holded and entered under Integrations in AdvanceCM.
✅ Paid invoices go to Payments, unpaid or overdue ones to Invoices, and cancelled ones become credit notes.
✅ Once Holded approves an invoice, later AdvanceCM edits don’t sync, so finalize it in AdvanceCM first.
Related Links:
Company: https://www.tokeet.com/
Blogs: https://www.tokeet.com/blog/
Blog: AdvanceCM now Integrates to Holded: How to Sync Rental Invoices 👉https://blog.tokeet.com/sync-rental-invoices-to-holded/
