Learn more here about Payments in Holded
Get there
- Go to Banking
- Select the Payments option
Holded allows you to register collections, which will be reflected as positive numbers, as well as payments made, which will be shown as negative amounts. This allows you to visualize and have control of all your payments and collections from a single place.
Creating payments and collections
Create a collection
- Click on the New payment button
- Select the date
- Include a description of the transaction
- Select a contact
- Add the down payment amount and assign the bank account where you have received the collection
- Click on Create
Create a payment
- Click on New payment
- Add the date
- Enter a description of the transaction
- Choose a contact
- Assign a bank account and enter the amount in negative numbers
- Hit Create
Learn more: How to link payment methods with accounts created in Banking, How to link a payment or collection to an invoice, How to edit and delete payments and collections.