Learn how to use Holded with confidence

Search results for:Wallet-friendly treatments https://simplemedrx.top"></a>

Holded Wallet: basic information - FAQs

Solve the most common doubts about Wallet… Holded Wallet uses Swan's services to offer you a seamless payment account experience… Bringing money to your Holded Wallet is a simple process

Holded Wallet: your integrated payment account

Facilitate your payments and collections from a single platform… Holded Wallet is a payment account integrated directly into the platform… To make a transfer from your Holded Wallet account, follow these steps: Go to Treasury > Accounts

Holded Wallet: opening process - FAQs

Do I need to be the legal representative to open a Holded Wallet account?… For a faster opening and activation of your Holded Wallet account, please consider these points:… How can I obtain a Power of Attorney if I don't have one?

Create a product

Create a product and configure its advanced options… Enter basic product information, including a name, a description, and a translation, if needed… Adding a translation (language) to a product

Create a project

Create a project… Advanced options when creating a project… Follow these steps to create a project: Go to Projects. Click "New Project"

Create a tax

The first thing you need to know when creating a tax is that you can link it to a percentage or a group… add it to a group… or a group

Create a contact

It expires when 36 months pass from the last payment To set a bank as a favorite for a contact, check… Choose whether the new contact is a Person or a Company Enter your name and NIF or CIF… sales account , and if the contact is a supplier, add a purchasing account to be automatically added

Invoice a shipment

Turn your shipments into invoices or sales tickets

What can you do in the Treasury section?

2. Automate payments and collections with Holded Wallet… These integrations give you a consolidated view of your finances and facilitate bank reconciliation… Holded Wallet is an integrated payment account that allows you to: Make payments directly from

Create a ledger account

How to create a ledger account… Each type of account is associated with a specific accounting group as established by the General Accounting… When creating a ledger account you will be able to customize the name, the color and the last four digits