Icon

How to Send an Invoice via the Holi Website

Step-by-step guide on how to send an invoice using the Holi website. Learn how to input recipient details, operator ID, VAT ID, and invoice details, and how to select the appropriate sending date.

By Daniel Dunderfelt

In this guide, we'll learn how to efficiently send an invoice using the invoicing feature on Holvi. The process involves entering specific details about the recipient company, such as the e-invoice address, operator ID, and VAT ID. Additionally, you'll customize the invoice with a subject and choose the desired sending date. Ensuring clarity and accuracy in the invoice details is crucial for effective communication with the client. Let's get started.

Let's get started.

To send an invoice, go to the invoicing tab on the Holvi website.

1
Go to Holvi — Dunderfelt Digital Oy — Invoices
2
Click "INVOICING"
3
Click "New invoice"

Insert the name of the recipient company

4
Type the name of the client

Using my company as an example.

5
Add the email address if given, it is not required.

Enter the e-invoice address and additional details

6
Click "MORE DETAILS"
7
Enter the E-invoice address that the client gave.
8
Then enter the e-invoice operator address. Sometimes it's the bank's BIC code, and other times it's a code very similar to the address.
9
Enter the y-tunnus or VAT ID of the client company.

Using the VAT ID for my company as an example. The VAT ID is the y-tunnus without a dash and prepended with "FI". My y-tunnus 3170229-1 becomes VAT ID FI31702291.

10
You can add the address if you want. It's not required. Usually I add the country at least.

Invoice details

11
Then, you will enter the subject. This will be displayed to the client, so it should be descriptive. Next, specify the date for sending the invoice, ideally on the same day.

And it can also be on another day. For example, if we want to set the invoice for the next month, we can choose a different day here.

12
Select the payment terms

Buyer reference (viite)

13
Click "MORE DETAILS" to show the reference field
14
Usually the client will ask that you put a reference on the invoice. That is done with this field. Usually they will request that you put the contact person's name within the client organization as the reference for clarity on the invoice's purpose.

Invoice items

15
Write the name of the product you sold to the client.
16
Select "Business income" as the category.
17
The quantity of items sold. Enter 1 if unsure.
18
Enter the tax free price of the product.
19
Set the VAT percentage. The total price will be automatically calculated in the last field.
20
Multiple invoice items can be added if necessary.

Send the invoice

21
To send the invoice, click "SEND AS". This will open a small menu where you can select "Send As E-Invoice." That's all.