Introduction
Banks
Export / Import - Banks
Manage - Banks
- How to reconcile credit card statement settlement
- How to reconcile transfers between accounts
- How to reconcile with new entries
- How to activate the gateway as a payment method in the client portal
- How to add a bank See all 23 articles
Configure - Banks
- How to enter the Creditor ID in Holded
- How to set up your payment gateway
- How to enter the opening cash balance
Learn - Banks
Cash Flow
Configure - Cash flow
Learn - Cash flow
Payments and collections
Manage - Payments and collections
- How to link a payment or collection to an invoice
- How to reconcile with new payments and charges
- How to reconcile Social Security payments
- How to reconcile with collected or paid documents
- How to edit and delete payments See all 6 articles
Learn - Payments and collections
Wire transfers
Manage - Wire transfers
- How to remit a partial invoice amount
- How to create an outbound transfer
- How to reconcile against wire transfers
- How to create an inbound transfer
- How to download, edit and remove wire transfers