Auto-invoice and configuration

When invoice is generated, payment mapping, inline customer data

Számlázz.hu auto-invoice

Auto-invoice automatically generates invoice in Számlázz.hu for every fully-PAID sale.

When generated

Auto-mode (ON)

  • Sale status becomes PAID
  • Bookinda POSTs to Számlázz.hu immediately
  • If customer email exists, Számlázz.hu auto-sends email (sendEmail flag)
  • Számlázz.hu-document-id saved on sale record

Manual-mode (OFF)

Sales list → "Generate invoice" button. You decide when.

Idempotency

If sale has invoice, no duplicate. Returns existing.

Payment method mapping

BookindaSzámlázz.hu
CashCash
CardCreditCard
Online cardCreditCard
BarionCreditCard
Bank transferBankTransfer
PayPalPayPal
OtherCash

Customer data (inline)

Számlázz.hu doesn't use persistent partner system (unlike Billingo). Per invoice, customer data syncs inline:

  • Customer name
  • Email + phone
  • Billing address
  • Company data (name + tax ID, if any)
  • sendEmail flag: if on, Számlázz.hu auto-sends email

Walk-in customer

Without customer record: Számlázz.hu "Private person" inline.

Adding company data later

On new invoice, customer profile's filled company data appears. Existing invoice can't be rewritten.

Email send

Via inline sendEmail flag:

  • TRUE: Számlázz.hu auto-sends email to customer
  • FALSE: no auto-email (manually send in Számlázz.hu UI)

Bookinda sets based on email address: email exists = TRUE, no email = FALSE.

Configurable fields

Invoice type

Számlázz.hu default: Invoice (no separate proforma / draft toggle in Bookinda).

Tip

Separate line item with 0% VAT. (Only if you actively handle tip field.)

Per-invoice currency and language

Generally tenant-level default. Manually switch in Számlázz.hu UI before sending to customer.

When to use it

Scenario 1, classic auto-invoice Customer pays, sale PAID. 1-2 sec later, invoice in Számlázz.hu + 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: ABC Ltd., Tax ID: 12345678-1-23." Bookinda syncs inline to Számlázz.hu. Invoice with company data.

Scenario 4, walk-in New walk-in. POS "Private person" → Számlázz.hu inline as private person.

Scenario 5, multi-currency EUR-paying tourist. Invoice in EUR. Customer sees in own currency.

Tips

  • Auto-invoice only on fully-PAID.
  • Customer data syncs inline, no persistent partner like Billingo.
  • sendEmail flag is automatic, if customer has email.
  • Számlázz.hu supports two email send modes: auto (Bookinda + sendEmail flag) or manual (Számlázz.hu UI).
  • Modify multi-currency invoice in Számlázz.hu UI, if e.g., specific customer needs EUR but default is HUF.
  • Adding company data later requires new invoice (can't rewrite existing).

Related articles

#auto-invoice#inline#sendEmail#multi-currency
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