Remember that in this section, you can only configure the payment methods that you want to include in your sales documents or associate with your contacts. You can also link each payment method to specific accounts created in the Banking section. To learn how to manage your bank information in Holded we recommend you to read this article.
- Go to the Control menu
- Access Settings
- Select Invoicing and click on Payment methods
Creating and linking payment methods
You can configure as many payment methods as you need, either banks or payment systems. Besides, you can link them to the accounts you've created in the Banking section in your Holded account.
Adding your bank or cash account
If you want to learn how to sync your bank with Holded, go to this article
By default, you will already have two payment methods created, one for Bank Transfer and another for Cash Payment. You can either edit each of these options or delete them and add more methods of payment.
- Click on Add manual payment method
- Fill in the data
Click on the icon to access the information
- Click on Save
To establish a default payment method in your documents, simply click on the three-point menu (⋮) next to it and select Set as default method.
Adding your online payment method
Holded allows you to associate payment systems with your account, and add them as payment methods.
- Click on the Connect button, right next to the gateway you need to integrate
- Select PayPal, Stripe, Square, or GoCardless as appropriate
- You will be redirected to the website of the gateway you have selected
You need to log in to your account in order to complete the connection process
- Select the account you want to connect
When you return to the Payment methods page in Holded, check that your payment gateway has been successfully connected. If you want to disconnect it, just click on Disconnect.
Linking payment methods to Banking accounts in Holded
Once you have configured the different payment methods, you have the possibility of linking them to any of the accounts you have created within the Banking section. This will allow the accounting entries of the payments generated to be automatically associated with the corresponding bank's book account, thus avoiding manual steps.
- Select the payment gateway
- In the pop-up window, open the drop-down menu for Bank
- Select the Bank account you want to link the payment method to
Remember that you can easily reconcile the transactions in each of your bank accounts from the Bank reconciliation section in Holded. Learn how here.