Sales and documents
How do I take payments online?Switch on “Take card payments online” in Tickabell › Settings › Payments and choose Stripe or BORICA. Then in each service you decide whether a deposit, the full price or nothing is paid.How do I connect Stripe?Open “Online payment setup” from Tickabell › Settings › Payments › Step-by-step setup. You go through five steps: the Stripe key, the webhook, payment in the services, a test payment and real payments.Test and real mode: what is the difference?In test mode you pay with test cards and no money moves. In real mode clients pay with real cards. Start in test mode and switch when everything works.How do I connect BORICA?Ask your bank for a virtual POS for e-commerce. Then in Tickabell › Settings › Payments choose BORICA and enter the terminal ID, the merchant ID and the keys.How do I accept bank transfers?Tick “Accept bank transfers” in Tickabell › Settings › Payments › Bank transfer and enter the IBAN in Company & invoices. The client gets the IBAN and the amount by email, and their appointment is held.How do I mark that the transfer has arrived?Open the booking and press “Payment received”. The booking goes ahead and the client gets an email.How long does the client have to pay?With card payment the appointment is held for as many minutes as you set in “Time to pay (minutes)”. If the client does not pay, the time is released. The minimum is 30 minutes.How is a paid amount refunded when an appointment is cancelled?If the client cancels early enough, the payment is refunded by itself. How early you set in “Refund if the client cancels (hours before)”. When you cancel the appointment, the payment is always refunded.How do I record a refund I have made?If you returned the money yourself, through the bank's portal or by bank transfer, open the booking and press the “I refunded … – record it” button. The refund then shows in Payments and in the audit file.How do I check a payment in BORICA?Open the booking and press “Check the payment in BORICA”. If BORICA confirms the payment, the booking becomes paid.How do I enter the company details?In Tickabell › Settings › Company & invoices fill in the name, the company number (EIK), the address and the other details. They are printed on invoices and on the Ordinance N-18 documents.How do I issue an invoice?Invoices are issued from the booking. Open it and in the “Invoices” part press “Issue an invoice”.How do I issue a credit or debit note?Open the booking with the invoice and in “Invoices” press the “Credit / debit note to No …” button. A credit note lowers the amount, a debit note raises it.What is a proforma invoice and when is it issued?A proforma invoice is a request for payment, for example by bank transfer. It is not a tax document and has its own numbering. A client who chooses bank transfer gets it automatically by email.How do I change the invoice numbering?In Tickabell › Settings › Company & invoices enter the “Next invoice number”. That way you carry on the numbering from your previous invoicing software.I am not registered for VAT. What do I fill in?Leave “VAT number” empty and choose “Exempt / not VAT registered – group A” in “Default VAT rate”. Invoices are issued without VAT on the grounds of Art. 113(9) of the Bulgarian VAT Act.Do I need Ordinance N-18, and what does Tickabell issue?If clients pay by card through the website, the website counts as an online shop under Ordinance N-18. Tickabell then issues a sales document for each payment and makes the monthly audit file for the NRA.How do I set up N-18?Register the website as an online shop in the NRA portal, then in Tickabell › Settings › Bulgaria (N-18) tick “Issue sales documents and the NRA audit file” and fill in the details from the registration.How do I download the monthly audit file for the NRA?In Sales › Payments, under “Audit file for the NRA (Ordinance N-18)”, choose the month and press “Download XML”. File it in the NRA portal by the 15th of the following month.How do I issue a sales document or a storno?The sales document and the storno document are issued by themselves: on an online payment and on a refund. If a payment has no document, open the booking and press “Issue the sales document”.I do not issue cash register receipts. What do I choose?Tick “My business does not issue cash register receipts” in Tickabell › Settings › Bulgaria (N-18). Card payments then go ahead without Ordinance N-18 documents.How do I make a discount code?In Sales › Marketing › Discount codes fill in the code, the discount and the dates and press “Create code”. The client enters the code in the last step of the form and sees the new price at once.How do I sell a gift voucher?Sell the voucher on site, with a cash register receipt, and create it in Sales › Marketing › Vouchers & visit cards. Print it with “PDF for printing” or send it. The client books online with the code, and the amount goes down until it is used up.How do I make a visit card?In Sales › Marketing › Vouchers & visit cards, under “New visit card”, set the number of visits and the services. The client books online with the code as long as there are visits left.How do I make a package of services?A package is several visits for one price, for example 10 laser treatments. You create it in Sales › Marketing › Packages. The client pays for the package once and books each visit with a code.How do I send birthday greetings?In Sales › Marketing › Birthday & consent tick “Send a greeting with a personal discount”. The client gets a greeting with a personal code once a year, if they have agreed and given their birthday.How do I invite the client for the next visit?Tick “Send invitations for the next visit” in Sales › Marketing › Next visit, and set in the service after how many days the invitation goes out. The client gets an email with a button to book the same service with the same team member.