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Open customer export in Excel (Mac OS)

The CSV files exportable from Belbo are valid standard data. If you have problems setting up the desired view in Excel, you can proceed as follows.

In this article, you will learn how to open CSV files in Excel for Mac OS. If you are using a Windows PC, read more here.

Read more →

Categories: Export Overview
Tags: Excel

mPOP Cash Register Installation for iPad

You can connect your mPOP cash register with Belbo to print receipts faster and open the cash drawer with one click.

Read more →
Categories: Printer, Scanner & POS Devices

Custom Chart of Accounts

To correctly post your financial statements, the chart of accounts for your cash register system must be set up correctly. Your tax office can provide you with information about which chart of accounts you should use. In the Belbo cash register system, you have the chart of accounts SKR 03 and SKR 04 available.Read more →

Categories: Cash Register Settings

Cash Register: Report Settings

In the report settings you can determine how your exports are structured.
Read more →

Categories: Cash Register Settings

Test period and Belbo contract

If you would like to become a Belbo customer, we will send you our Terms and Conditions. Before you have sent these back signed, you will not receive invoices from us. You can always find our current prices on our website.
Read more →

Categories: Contracts & Legal

Monthly closing

Once all daily closures for a month have been created, you can submit the data to your tax office. You can download and send this data manually or grant your tax office its own access so that your employee can independently access current and past closures.

You can access this area via Cash Register > Closures > Monthly Overview
If you do not see this tab, please log in with an email address for which these rights are stored.

Read more →

Categories: Daily Closing & Reports
Tags: Monatsabschluss, Steuerberater

Export of your cash register

For your taxes, but also for internal evaluations, various documents are available for download. You can download these exports at any time under Cash Register › Closings › Monthly Overview.

Read more →

Categories: Accounting & Exports
Tags: Exporte

Return

It happens that customers return purchased goods. To book these, you can use the return button in your cash register. This ensures that your cash register balance and inventory are always correct.
Read more →

Categories: Checkout process
Tags: Retour, Rückgabe

Set up accountant access

You can grant your tax office its own access to your financial statements. This access does not provide any insight into your calendar, but allows your case worker to access current and past financial statements at any time and make account settings.

Read more →

Categories: Accounting & Exports

Customer inquiry

With the customer inquiry, you can easily maintain your customers' master data by having your customers enter or update their own data. You can also query consent for digital data storage or medical history forms here. For this, you need a second device (for example, a tablet) that you can hand to the customer. The customer only has access to their own data and does not see your calendar or other customer files.

You can access this area via Settings > Customer Inquiry
If this function is not activated, it can be activated via "Settings > Add Function".

Read more →

Categories: Customer Communication (Email, SMS), Customer Management & Records
Tags: Anamnese, Fragebogen

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