If your customer realizes during payment that they don't have enough money with them, you have several options on how to proceed.
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 paid the amount in a different way. You can then regularly list the payment methods in the till and check whether they have been paid. Once paid, you can add 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 on the A4 invoice footer.
- Then you can cash till transactions with it.
- Send the invoice using the email function.
- Once the customer has transferred the amount, you can store this information in the till's payment overview.
Till: Payment overview
Note: Creating/deleting/editing payment accounts can cause irreversible problems in your till system. We recommend that you do not simply "try it out" but discuss it seriously with your tax advisor.
Customer wants to pay next time
We recommend this article: Customer credit
Pitfalls
We would like to point out again:
- Cashing the following day (if the customer potentially brings the amount in cash) is not legally compliant.
- 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.
- Postponing the appointment to the day when the customer wants to pay is not legally compliant.