In KLARA order processing, orange payslips can also be used. This is worthwhile in particular if large volumes of customer invoices are sent. KLARA generates the reference numbers automatically and provides you with either a PDF integrated into the invoice or a separate PDF in A4 format with the payment slip.
Subscribe to this service with your bank
So that the orange payment slips with reference numbers can be used, these have to be ordered in advance from the bank. The institute then notifies you of the details required for set-up in KLARA. To avoid rejection costs (which occur, for example with payments at the counter if the printed payment slip cannot be automatically read), most banks require a few test payment slips before the orange payment slip may be used. Certain institutions provide you with pre-printed payment forms. In most cases you can also use these with KLARA, e.g. if the bank address, the ESR participant number or the beneficiary is printed on it. However, as KLARA automatically generates the reference number, no payment slip forms with pre-printed reference numbers are used.
Consigning master data in KLARA
In the main menu in KLARA, go to the “Banking relationship” block under “Company”, open the corresponding bank account and enter the bank details:
- ESR participant number:
- Sent to you by your bank
- Customer identification number:
- Sent to you by your bank
- Print ESR participant number:
- Certain banks provide you with pre-printed payment forms. If you do not have any pre-printed forms or would like to send them electronically, select this option.
- Print bank address:
- Certain banks provide you with pre-printed payment forms. If you do not have any pre-printed forms or would like to send them electronically, select this option.
- Print beneficiaries:
- Certain banks provide you with pre-printed payment forms. If you do not have any pre-printed forms or would like to send them electronically, select this option.
- Integrate / print separate PDF:
If you want the payment slip document to be on the last page of your invoice document, select “Integrate”. If you would like to receive a document for the payment slip that is independent of the invoice, select “Print separate PDF”.
Generate invoices with payment slip
Once you have entered this information and selected this account as a payment account on the invoice, KLARA also automatically generates a payment slip when sending the next invoice, depending on the setting integrated at the end of the invoice, or as a separate PDF.
Keep it simple and convenient to do without having to print out payment slips from your own printer with Print & Send, a service from Post that is integrated into KLARA. The correct payment slip form is automatically attached to your invoice on the Post printing system.