Learn more here about everything you can do from Expenses in Holded
Get there
- Access Expenses from the navigation bar
- Select Expenses
Holded allows you to mark invoices that you have already paid to make it easier for you to record and track them for accounting purposes.
Record payments on purchases or expenses
Every payment you make in Holded automatically generates an entry in the General ledger
You can record payments as you need:
A. Pay specific invoices
- From the list of invoices, select the one on which you want to record the payment
- Click on the Add payment button on the right-hand side
- Enter the amount, date, and bank account
Use the Magnifying glass to search for payments recorded for the same contact. You can then relate them directly to a specific purchase invoice.
- Hit Save
You can record as many payments as you require within the invoice
B. Pay invoices in bulk
- From the list, check the box to the left of the invoices you want to record the payment for
Holded allows you to select a maximum of 500 invoices
- From the bottom bar, click on Add payment
- Select the Bank and Date
When selecting multiple invoices, you can only assign a single bank for the payment. In the case of the date, you can choose between the invoice due date, today's date, or a custom date.
- Hit Add payments
C. Pay invoices in another currency
When paying an invoice in another currency, the corresponding exchange rate will be applied and the invoice will be paid in the accounting in the currency of the account. For example, if you are a Spanish company and the accounting is recorded in Euros, when you record an invoice for 100 dollars, it will be paid for 88 Euros.
Check out this article to learn how to manage currencies and exchange rates in Holded
- Select the invoice from the list
- Click on Add payment
- Enter the amount, date, and bank account
- Hit Save
Remember that it is not possible to make bank transfers to pay invoices from Holded. The platform only allows you to import information from your bank statements so that you can control all your transactions from a single place and mark your invoices as paid.
Learn here how to delete the payment of purchase or expense