The receipt behind a payment
Money goes out and no purchase invoice belongs to it. Schakel asks for the receipt, and reminds you once if it does not turn up.
You only get the VAT on your costs back when the document is there. A tank of fuel, an order at a supplier, a tool shop: the money has already gone, and the receipt is in a coat pocket or a mailbox.
Schakel looks at the payments out in your administration that have no purchase invoice or receipt against them, and asks you for one. The message carries what your own bank statement says: the amount, the counterparty and the date, because without those three the question is unanswerable.
Send a photo or a PDF back and it books it on the date of the payment, attaches the file and ties the transaction to it. If there is no receipt, you say so, and it stops asking.
What it does
- Looks at payments out with no purchase invoice or receipt in your administration.
- Asks for it with the amount, the counterparty and the date attached, as they appear on your statement.
- Reminds you once, after seven days by default. You set that number of days yourself.
- Once, not ten times. A reminder that keeps coming is a reminder you switch off.
- A floor in euro, so you are not asked about a receipt for one euro forty.
- Send the receipt and it is booked on the date of the payment, with the file attached.
- Say there is no receipt and it stops asking about that payment.
- With the switch off you are never asked for a receipt.
How to switch it on
Turn the switch on
It is on by default, because whoever connects this automation wants the VAT back on their costs and cannot claim it without the document.
Pick your floor and your number of days
Seven days to the reminder is the default. A floor helps when a lot of small amounts go past that you would not book separately anyway.
Answer with the receipt, or with no
A photo is enough. If there really is no receipt, just say so, the question goes away and does not come back.
Also available
Every switch works on the same Moneybird connection. Turn on what you need and leave the rest off.
- The assistant A chat in your Schakel dashboard that handles invoices, quotes, receipts, hours, contacts and questions. Anything that writes shows you first what it is about to do.
- Matching payments to invoices Schakel reads your unprocessed bank transactions and finds the open invoice each one belongs to. Propose the match or book it, you choose.
- Invoices that are overdue A message when a due date has passed, with the customer, the amount and the number of days. Chasing is a separate choice.
- Monthly summary On the first of the month: what you invoiced, what came in and what is still outstanding.
- Quarterly VAT reminder At the start of a new quarter, a reminder that the return is coming, with the deadline attached.
- Unprocessed bank transactions A nudge while bank transactions are still open, and it stops by itself once the pile is empty.
- WhatsApp as well The same conversation on your phone, both ways. An add-on, not a requirement.
Common questions
Does it ask for this every day?
No. One question when the payment stands out, and one reminder when there is still nothing after the number of days you set. Nothing after that.
What if the receipt is already in Moneybird?
Then you are not asked. This is about payments out with no purchase document against them, and as soon as one is there the question disappears.
Turn this switch on.
30 days to try everything, no card required.