Banks
All you need to know about Banks
- How to enter the Creditor ID in Holded
- How to activate the gateway as a payment method in the client portal
- How to set up your payment gateway
- How to link a payment or collection to an invoice
- How to import the bank statement
- How to reconcile with wire transfers
- How to reconcile with new payments and charges
- How to use the magic reconciliation feature
- How to unreconcile a transaction
- How to reconcile Social Security payments
- How to reconcile with collected or paid documents
- How to reconcile invoices collected through payment gateway and with bank commissions
- How to reconcile with pending documents
- How to create a payment gateway
- How to reconcile invoices in another currency
Learn
- What is the Banking section in Holded?
- What is bank reconciliation?
- What is the Cash account in Holded?
- What are Wire transfers in Holded?
- What is SEPA data? See all 7 articles