All about your connected banks and payment gateways
By Rocío1 author25 articles
What can you do in the Banks section?Managing accounts and payment gateways, reconciling and registering remittances are some of the tasks that you will solve in Banks.
Banks GlossaryAn explanation in time can improve a process. Discover the key concepts of Banks and take advantage of this section from end to end.
Add and synchronize a bank, a credit card or a boxWith Holded, you can control all your bank accounts from one place. Gain comfort and follow each movement in real time.
Connecting, disconnecting and restoring a bank account
Add and configure a payment gatewayThe collections of your invoices are crucial for your business. Control all movements in real time from the Banks section.
Activate the gateway as a payment method in the customer portalFrom the Contacts section, activate the payment gateways to link the information about the gateways to the Banks section.
Enter the Creditor ID in HoldedThrough the Creditor ID you will be able to create, download and upload your remittances to the bank and thus the payment.
Use bank reconciliation rulesIn Holded, you can now create rules to quickly reconcile and post your frequent movements.
Speed up reconciliation through suggestionsAfter linking your account, Holded will recommend ways to reconcile your movements. Use the hints and save work.
Reconcile flows with existing or new documents, payments or receipts
Reconcile invoices collected via Paypal and StripeThrough bank reconciliation, you will be able to post your sales invoices and obtain a true and reliable image of your business.
Reconciling against remittancesIn Holded, remittances can be reconciled from your state or from Banks. Learn how to do this in this article.
Reconciling transactions with different signs
Deconciliating a movement
Reconcile invoices in another currency
Transfer and reconcile a transaction to a ledger account
Make a journal entry for each movement linked to a consignment
Manage your remittances with agilityIn Holded, you will be able to edit, download and delete a remittance, as well as change its status. Learn how to do it in this article.
Create a payment or collection remittanceA remittance is used to settle a sale of merchandise. In this article, you will learn how to create them and remit a partial amount.