A-4 invoices for your customers

In addition to cash receipts, you can also create A4 invoices with Belbo, which you can send to your customers by email or hand over to them in print.

Activate A4 invoices

If you don't yet have the option to select A4 invoices in the checkout process, this function must first be activated.

1. Go to "Settings" and then "Receipt Design"
2. If this function is not enabled, it can be activated via "Settings > Add Function".
3. Enable the option "Offer printing of invoices in A4 format."

After that, you can create the A4 invoice in every checkout process:

• Click on the PDF icon to download and print the invoice.
• Or click "Send" to easily send the invoice by email to the customer.

Edit invoice elements

If you offer payment by invoice, it makes sense to include your bank details on your invoice.

1. Go to "Settings" and then "Receipt Design"
2. Proceed as described in this article

Customer name & address on receipt and A4 invoice

If you want the customer's address to be displayed on your invoice, you can use certain placeholders. To do this, open the Receipt Design function and edit the "Invoice header". Under "Text placeholders" in the "Customer" category, you will find the fields "Street", "Postal Code", "City". Please note that you must create additional customer fields with exactly these names.

You can find instructions here.

Customer pays by invoice

If you want to allow your customers to pay for services and products received by invoice, i.e., by bank transfer, you can do this in Belbo.

1. Check out the appointment as usual and select "Invoice" as the payment method in the last step.
2. Click "A4 Invoice" in the completed checkout process and send the invoice by email or print it out for the customer.
3. Once you record the payment receipt, you can note this under Cash Register > Closings > Payment Overview.

Customer does not show up / fails to attend appointment without excuse

If you have specified in your terms and conditions that customers who fail to attend their appointment should receive an invoice, you can proceed as follows:

1. Click on the missed appointment and then "Check out".
2. If you charge the full appointment, you can check it out normally.
3. You can also create a service called "No-show fee" and add this service instead in the checkout process.
4. If you only charge e.g. 50% of the appointment value, you can grant a discount of 50%.
5. Click on "Payment method" and select "Invoice" or "Bank transfer" etc.* and complete the process.
6. As described above, click "A4 Invoice" and print the invoice or send it directly by email to the customer.

Further measures against unreliable customers can be found here.

Customer changes mind and wants to pay in cash or by debit card a few days later

In some cases, the customer comes to your business after some time and wants to settle the outstanding invoice with cash.
In this case, it is not permitted to accept the cash and put it in the cash register, as this affects the cash balance without a booking being made.

Ask the customer to transfer the invoice. If they insist on paying, put the money in an envelope, which you carefully label (e.g. "Invoice from customer name, date, time") and take it to the bank with your next deposit.

Please inform your tax advisor of this special payment afterwards.

If payment by debit card has already been made, please ask your tax advisor how this should be recorded.