Automatic Posting for Online Payment

In the online payment settings, you can specify that online payments should be automatically posted in the cash register. We explain here what the advantages and disadvantages of this posting are and what the alternative is.

All vouchers and appointments that are paid at the cash register on site are recorded by the Belbo cash system. For online-paid appointments and vouchers, there is the option of manual or automatic posting.

Recommended: Automatic posting remains disabled

Online-paid appointments

The appointments paid online (partially or in full) are cashed as usual after the appointment takes place. Here, the payment methods used online (for example, PayPal) are used and supplemented with additional payment methods if further services or products are added on site, which are then paid in cash or by card (see also Split payment for online payment).

Online-paid vouchers

Even if you disable this option, vouchers purchased online are already fully recorded in the cash register and do not need to be manually cashed. They appear in the daily closings. For voucher purchases after business hours, the daily closing may need to be recreated.

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Automatic posting is activated

It is possible to automatically record online payments in the cash register. This setting always affects every type of online payment, both online purchased vouchers and the full payment of appointments. Partial payments of appointments are not automatically posted.

Consequences for online-paid appointments

1. Cashed appointments can no longer be rescheduled or would need to be cancelled and recashed if changes are made to the time.
2. If the customer uses additional services on site or purchases additional products, the appointment must be cancelled and recashed.

Consequences for online-paid vouchers

1. Voucher sales from 00:00 to the time of the daily closing are automatically recorded in your daily closings.
2. All voucher sales between closing time and 00:00 result in the completed closing needing to be recreated the next day.

Correctly activate automatic posting

To set up the posting correctly, you need the accounting accounts for the displayed payment accounts in your chart of accounts. You can find out how to create these accounts if necessary in the article Add payment method.

1. Assign the correct accounting accounts to the payment methods you offer.
2. Enable the function by checking the checkbox at the top of the page.
3. If the function is enabled but no accounts or incorrect accounts are assigned, it can lead to errors in accounting and online payment!