By Rocío1 author6 articles
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.
Changes in bank balances