Auto-invoice and configuration
When invoice is generated, payment mapping, customer sync
Billingo auto-invoice
Auto-invoice automatically generates invoice in Billingo for every fully-PAID sale.
When generated
Auto-mode (ON)
- Sale status becomes PAID (full price paid)
- Bookinda POSTs to Billingo immediately
- If customer email exists, Billingo sends email
- Billingo-document-id saved on sale record
Manual-mode (OFF)
Sales list → "Generate invoice" button. Same flow, you decide when.
Idempotency
If sale has invoice, no duplicate. Returns existing.
Payment method mapping
| Bookinda | Billingo |
|---|---|
| Cash | Cash |
| Card | Bankcard |
| Online card | Online bankcard |
| Barion | Barion |
| Bank transfer | Advance transfer |
| Other | Other |
Customer sync (Partner management)
Customer appears in Billingo as Partner:
- First time: Bookinda creates Billingo Partner
- Customer record gets Billingo-Partner-id
- Next invoice reuses existing Partner
What syncs
- Customer name, email, phone
- Billing address (or default)
- Company data (name + tax ID)
- KSZÁM (taxcode)
Walk-in customer
Without customer record: Billingo "Private person" generic Partner.
Email send
After invoice generation, if customer has email:
- Billingo auto-sends invoice PDF
- Best-effort (invoice OK even if email failed)
Configurable fields
- Invoice type: Invoice / Proforma / Draft
- Due days: 0-90 days
- Currency and language: tenant-level
- Tip: separate line item with 0% VAT
When to use it
Scenario 1, classic auto-invoice Customer pays, sale PAID. 1-2 sec later, invoice in Billingo + email to customer.
Scenario 2, partial payment Customer paid 50%. Auto-invoice DOESN'T go. Manual after full price.
Scenario 3, customer with company data Customer profile has "Company + Tax ID." Bookinda syncs both to Billingo Partner. Invoice with company data.
Scenario 4, walk-in New walk-in customer. POS "Private person" → Billingo generic Partner. Invoice as private person.
Tips
- Auto-invoice only on fully-PAID.
- Billingo Partner reuse is automatic, no duplicate worry.
- Customer company data syncs if filled.
- Invoice type default Invoice, proforma rare.
- Email send is best-effort, if not sent, manually send in Billingo.