If your customer realizes during payment that they don't have enough money with them, you have several options to respond.
Recommended option: Customer transfers the amount
This procedure is the recommended approach. For this, we recommend you set up a payment method "Bank Transfer/Invoice". Similar to other payments, you can then track that the customer has settled the amount differently. You can then regularly list the payment methods in the cash register and check whether they have been settled. If it has been settled, store this information accordingly as a comment.
- Create a new account "Bank Transfer/Invoice" and mark this account as "Payment Account". Ask your tax advisor for an appropriate account number for accounting.
- Store your bank details in the A4 invoice footer.
- You can then use this method to process cash transactions.
- Send the invoice using the email function.
- Once the customer has transferred the funds, you can store this information in the payment overview of the cash register.
Note: Creating/deleting/editing payment accounts can lead to irreversible problems in your cash register system. We recommend that you do not simply "try this out" but discuss it seriously with your tax advisor.
Customer wants to pay next time
For this, we recommend this article: Customer Credit
Pitfalls
We would like to point out here:
- Processing the payment the next day (if the customer brings the amount in cash) is not compliant with the law.
- Reducing the amount to 0 euros via discount and supplementation at the next appointment is possible, but not recommended. Please discuss this with your tax advisor.
- Rescheduling the appointment to the day when the customer wants to pay is not compliant with the law.