Holded

Managing accounts and payment gateways, reconciling and registering remittances are some of the tasks that you will solve in Banks.

What can you do in the Banks section?

An explanation in time can improve a process. Discover the key concepts of Banks and take advantage of this section from end to end.

Banks Glossary

Delete transactions from the bank statement

Rocío

All about your connected banks and payment gateways

Banks

With Holded, you can control all your bank accounts from one place. Gain comfort and follow each movement in real time.

Add and synchronize a bank, a credit card or a box

Connecting, disconnecting and restoring a bank account

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

Add and configure a payment gateway

From the Contacts section, activate the payment gateways to link the information about the gateways to the Banks section.

Activate the gateway as a payment method in the customer portal

Through the Creditor ID you will be able to create, download and upload your remittances to the bank and thus the payment and collection orders will be issued alone.

Enter the Creditor ID in Holded

Use cashflow

Basic configuration

In Holded, you can now create rules to quickly reconcile and post your frequent movements.

Use bank reconciliation rules

After linking your account, Holded will recommend ways to reconcile your movements. Use the hints and save work.

Speed up reconciliation through suggestions

Through bank reconciliation, you will be able to post your sales invoices and obtain a true and reliable image of your business.

Reconcile invoices collected via Paypal and Stripe

In Holded, remittances can be reconciled in two ways: from your state or from Banks. Learn how to do it in this article.

Reconciling against remittances

Reconciling transactions with different signs

Deconciliating a movement

Reconcile invoices in another currency

Transfer and reconcile a transaction to a ledger account

Reconcile

In 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.

Manage your remittances with agility

A remittance is used to settle a sale of merchandise. In this article, you will learn how to create them and remit a partial amount.

Create a payment or collection remittance

Remittances

Archive and restore an account

Bank accounts

Enter initial cash balance from a transaction

Daily cash closing

Enter the beginning cash balance

Accounting boxes

Editing, deleting or linking a payment or collection to an invoice

Create payments and receipts

Payments and receipts

Blog

Youtube

Instagram

Find answers and get help from Intercom Support and Community Experts

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Title

{assigneeName} needs more information from you