Boards

Improvements

Improvements

At Holded, we evolve with you, with your business. So we would like to know what you think we can improve on to make your life easier.

Customer portal: Show the IBAN of the bank account to which to make the transfer

Show the bank account number (IBAN) so that the customer can copy and paste from the invoice to the customer portal. This would speed up the payment process by transfer.

complete

Allow customers who access the public portal to generate their password themselves

To access the customer portal from the 'public portal' it is necessary to have a password. Logging in customers should be able to generate their password themselves. (now they can do it, but only once they have accessed the customer portal)

complete