If a person does not appear at the scheduled appointment and you want to issue a cancellation invoice, you can do this in the Belbo cash register system.
Prerequisites
- Your customers should be informed in advance that a cancellation invoice will be issued if they cancel too late. Suitable places for this include the confirmation and reminder emails or the texts in the online booking. Your own terms and conditions are also useful here. Please note that we cannot advise you on the wording of these texts.
- The service "cancellation fee" or similar has already been created. Alternatively, the original service can simply be retained.
- The A4 invoices should be set up if you plan to send the invoice as a PDF by email.
- The payment method "Invoice/Bank transfer" has already been set up correctly. Additionally, the payment method "customer credit" can also be created. The cash register will then remind you at the customer's next appointment that they will add the outstanding amount.
Create a cancellation invoice
If you notice that a person does not appear at the scheduled appointment or if they cancel very short notice, you can set the appointment status to "cancelled". This is important because the text on the invoice will adjust accordingly.
Now the appointment can be cashed by clicking on "Cash".
- In the cashing process, the price can be changed (1), for example if only half of the amount should be cashed.
- Alternatively, the service can be removed (2) and replaced with the service "cancellation fee" (3).
- Then the appointment is cashed with the appropriate payment method (e.g. "Invoice / Bank transfer" or "Customer credit").
The invoice can then be sent to the person by email or printed and delivered by other means.
By the way: If your calendar settings specify that cancelled appointments are to be hidden, you can display them again by clicking on the date:
Our tips for measures against unreliable customers can be found here.
An overview of outstanding invoices and for recording the payment received can be found here.