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Add and configure a payment gateway
Add and configure a payment gateway

The collections of your invoices are crucial for your business. Control all movements in real time from the Banks section.

Rocío avatar
Written by Rocío
Updated over a week ago

Payment gateways are accounts that allow you to collect your invoices and transfer the proceeds to the bank. From the Banks section you can monitor these charges and manage the commissions generated in said payment gateways.

To do this, you can add a gateway manually or synchronize your gateway automatically as long as you have previously integrated it from Holded Store .

So, to add a payment gateway, perform the following steps:

  1. From the navigation bar, go to Banks .

  2. Click the Add Account button in the upper right corner.

  3. Click on Payment Gateway.

  4. In the pop-up window, you will be able to choose between Paypal, Stripe or Add manually.

  5. Select the option you want , but remember:

    • Paypal or Stripe will be available if previously integrated from the Holded Store . By selecting one of them, the synchronization of the platform will begin and you will be redirected to the access page of your payment gateway. There enter your credentials to log in and complete the synchronization.

    • With the manual method, you will have to add the name and the currency of the gateway and click on Save .

How to configure your payment gateway?

After adding your payment gateway, you can assign ledger accounts and define names and currencies to payment gateways as follows:

  1. Access Banks and click on Banks.

  2. Click on Gateways under Summary, on the left side of the screen.

  3. Click on the payment gateway you have created.

  4. Click on the three-dot menu (⋮) located on the right side of the screen.

  5. Accesses Settings.

  6. Indicates the corresponding name , currency , and ledger account .

  7. Click Save.

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