Remember that in this section, you can only configure the payment methods that you want to include in your sales documents or associate to your contacts. 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
- Click on Payment methods
Create payment methods
You can configure as many payment methods, either from a bank or a gateway, as you need.
Add 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 this option or delete them and add more methods of payments.
- Under manual payments, 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-dot menu (⋮) next to it and select Set as default method.
Adding your gateway as a payment method
Learn here how to create a payment gateway to be synched in Holded
Payment gateways are accounts that allow you to collect invoices from your customers and transfer the derived amounts to the bank. Holded allows you to associate your accounts with payment gateways such as Stripe and PayPal and add them as payment methods.
You will need to integrate with PayPal and Stripe in order to manage these payment gateways in Holded.
- In Accept payments online, click on + Add your first online payment method
- Select PayPal or Stripe 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, select Disconnect from the three-point menu (⋮). On the other hand, if you want to connect other accounts, simply click + Add online payment method.