Learn more here about Payments in Holded
- Go to Invoices from Sales in the navigation bar
- Select the invoice you want to match the payment or collection to
By connecting payments and collections with the corresponding invoices, you get a better organization and visualization of how everything fits within the set of expenses and profits.
Linking payments and collections to an invoice
- In the pop-up window, click on the Add payment button from the top or right-hand side
- Validate the data regarding Amount, Date, and Account
- Hit Save
- Reconcile the transaction from Banks
Find out here how to reconcile against paid or collected documents.