Open the Menu in the upper right corner
In this section you can only configure the payment methods that you want to include in your sales documents, or associate to your contacts. In addition, you will have the option to link each payment method to specific accounts of Banks .
Add your bank or cash account
By default, there will be two payment methods already generated: one for Bank Transfer and one for Cash Payment . You can both edit each of these options, delete them and add others.
Click + Add payment method
The field Internal name serves to internally identify the payment method
Writes a Text that will be visible in your document
Under Bank, associate one of your bank accounts with this payment method
Activate the option to include IBAN if you have customers with direct debit
Add a Due Date
To set a default payment method for your documents, simply open the three-dot menu (⋮) next to it and select Set as Default Method .
Add your online payment gateway
Holded allows you to associate various online payment systems with your documents, including Stripe , Paypal , Square and GoCardless. You will need to log in to the gateway account in order to carry out the connection process.
Click the Connect button, right next to the gateway
You will be redirected to the web page of the gateway you selected
Select the account you want to connect
If you need to disconnect a gateway, click Configure and then Disconnect .
Link your gateways with bank accounts
Once you have configured the gateways, you will have to associate them with one of the accounts you have created in Banks. This will allow payment entries to be automatically associated with the bank's ledger account, thus avoiding manual steps.
Click the Configure button next to the gateway
Opens the Bank
dropdown menu
Select the account bank you want to list