Start creating payment methods so that you can add these to your documents. This article
How to access:
- Access Settings
- Click on Payment methods
In this section you'll be able to register the different payment methods that you offer to your clients so that they can pay the invoices that you send without any problems. These payment methods will appear in the PDF of the invoices or documents that you issue.
How to create a payment method
How to access:
- Go to Settings and click on Payment methods
- Click on "Add" complete the necessary information and click Save
When adding a payment method to your account, you'll need to complete the following information:
Intern (internal) name: The internal name is only visible to you and other users of your account. The internal name will enable you to identify the methods of payments you have created so that you can easily add these to a specific document and contact. The internal name will not appear in your documents.
Text to be displayed: The text you enter in this text box will appear in your PDF documents. For example, if you using the payment method, bank transfer you will need to include the bank's IBAN number, so that customers can make transfers easily.
Bank: The banks will be linked to the banks you have created in the Treasury section of the invoicing app. In this section, you'll be able to add various payment methods. This also means that when you register any charges, this will be assigned directly to the bank account you created and added this to. Therefore, all your transactions will be up to date in the treasury section.
Due days: Add the default payment deadline so that when you select this payment method on the invoice, you and your clients will be able to calculate the exact expiration date of the invoice. This will appear on the invoice PDF automatically.
Note: For example, if you add the expiration date 30 days and it is currently January 1st, the due date will appear January 31st.
Include the customer's IBAN below the text: Activate this option if you have direct debit customers.
Default payment methods: You will see that by default you will have the payment methods of "Bank transfer" and "Cash payment". If you click on one of them you can edit the fields you need. Click Set as Default to always appear in the creation of a document.
What is direct debit? Direct debit is a form of payment in giving the order to the bank to carry out transfers periodically to a supplier.
2) Assign a payment method to a contact
Assigning a payment method to a contact will enable you to
How to access:
- Access Contacts
- Click on a line to select a contact
- Click the "Edit" button
- Access the "Preferences" section
Payment method by contact: This option can be useful in case you have several methods of payment available. This option will enable you to add a payment method for a customer that may have an invoice with a payment method different from the rest of clients. You won't have remember to select the payment method manually when creating the invoice as you have already automatically assigned a payment method to a specific contact.
Contacts Settings: The changes you make in this section will have effect for all the new documents you generate in Holded. The form of payment per contact will prevail over the one assigned to in Settings and then click on payment methods.
Now that you have configured the payment methods, in the next article we will explain show how to configure the default messages when sending your invoices by email.
