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.
Remember that you can link the payment methods you have configured in Holded with any of the accounts in Banks. This will allow the accounting entries of the payments generated to be automatically assigned to the corresponding bank account. Learn how here.