Tag: kassieren

Collect appointment

If you want to collect payment for an appointment that is already in the calendar, you can simply click on the appointment. You can also find current appointments in the Cash register overview.

Here you can learn how to collect payment from walk-in customers.

Collecting payment for an appointment in the cash register overview

Click "Cash register" in the top right of the main navigation
Select the upcoming appointment. All appointments of the day that have not yet been collected and are within the next 2 hours will be listed.
Add the service or products that should be billed.
Add discounts using the discount button and document why a discount was given.
Change the number of services using the quantity link.
Click "Payment" (this button only appears once at least one service has been added).
Select the payment methods and click "complete".
Print the receipt if desired.

Collecting payment for an appointment in the calendar

Click on the appointment in the calendar that should be collected.
Click "Collect payment" on the right in the services table.
Add the service or products that should be billed.
Add discounts using the discount button and document why a discount was given.
Change the number of services using the quantity link.
Click "Payment" (this button only appears once at least one service has been added).
Select the payment methods and click "complete".
Print the receipt if desired.

For detailed information about the Belbo cash register system, please see our cash register documentation (PDF).

Cash Register Menu

With the help of the cashier menu, you can simplify the cashier process for your employees. This way, you can create buttons that your employees can simply select during cashiering.

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

Cashier Menu Function

If the cashier menu is not activated, all services you have created can be selected from a selection menu. If the cashier menu is activated and correctly configured, simple buttons can be selected during the cashier process to add the desired services.

Attention: if the cashier menu is only activated but not yet configured, it is not possible to add services during the cashier process.

Short video on how to use the cashier menu:

Setting up the Cashier Menu

Under Settings > Cashier Menu you can access the settings area for this function. If it is not activated, you can activate it under "Add Function". It is best not to do this during active business operations, as the cashier function may not be fully available during the setup time. If you want to start the setup and continue it at a later time, you can deactivate the module and activate it again on a later day without losing your settings.

Requirements for using the Cashier Menu

The cashier menu refers to the services you have already created. Before you can set up the cashier menu, you must first complete the setup of your services.

Adding buttons to the Cashier Menu

To add services to your cashier menu, open the cashier menu on the settings page and select the "Menu Definition" tab. Here you select + Add Group to create a new button element.

Give your button the desired name and an individual color so that your employees have easy visual orientation.

Adding Services

After you have created a new button, you can select the services that will be added to the cashier process when this button is selected.

The button is named exactly like the assigned service and also receives its color. To color the buttons of the service in the desired color, define the color within the service.

Repeat this process for each service grouped under the menu button and then save your settings.

Using the Cashier Menu

Once you have finished setting up your cashier menu, it can be used. If a service is added to a recorded appointment or a walk-in customer appointment during the cashier process, your employees can use the buttons you have created.

Gift certificate sales via the POS system

If you use the Belbo cash register system, you must sell vouchers as follows. To sell vouchers, click "Sell voucher" in the checkout process. You can then select the corresponding pre-configured voucher.

When using the cash register system, it is not permitted to create the sold vouchers in the voucher module.

Voucher sales

Start the checkout process for walk-in customer or appointment customer.
Select "Sell voucher" or enter the name of the voucher in the search field. Set the value of the voucher.
- To speed up the checkout process, you can already see the voucher number here, which can be noted on the pre-printed forms if necessary. Please sign the voucher and voucher number, add a stamp and date with time to guarantee authenticity.
- If a print template has been created, the voucher can now be printed. However, it is only valid after the checkout process is completed.
Normal checkout process.

Example of a voucher sale during the checkout process:

How to redeem a voucher via the cash register system can be found here.

For detailed information about the Belbo cash register system, see our cash register documentation (PDF).

Walk-in customers cashier

You can charge a walk-in customer by clicking on Register and then selecting "Charge walk-in customer".
Learn how to charge an appointment in the calendar here.

Please note that the Employee PIN function should be active for charging walk-in customers.

Charge a walk-in customer

Click "Register" in the top right of the main navigation
Click on "Charge walk-in customer", select the employee and enter your personal PIN.
Add the service or products to be billed.
Add discounts using the discount button and document why a discount was given.
Change the quantity of services via the quantity link.
Click on "Payment" (this button only appears once at least one service has been added).
Select the payment methods and click "complete".
Print the receipt if desired

Short video on charging walk-in customers

You can find detailed information about the Belbo register system in our register documentation (PDF).