Anleitungen & Empfehlungen
Anleitungen & Empfehlungen
Breadcrumbs

Start without fiscalisation and activate later

Start without fiscalisation and activate later

New businesses often do not have a tax number or VAT ID on day one — and without those, no RKSV fiscalisation can be set up. This guide shows how to start working with the Sales Point immediately and activate fiscalisation later, with a clean cut-over, so non-fiscalised and fiscalised revenue data stay clearly separated.

When this path applies

Use this path when your fiscal data is not yet available at start:

  • The tax number or VAT ID has not been issued yet

  • The FinanzOnline access is not yet set up

  • You still want to operate normally (issue receipts, run table orders, generate reports)

If your fiscal data is already in place: follow the standard onboarding instead — Set up the Sales Point step by step. Phase 1 and the cut-over day do not apply; you go straight to fiscalisation initialisation.

Phase 1 — Start without fiscalisation

The bessa Sales Point and the bessa Manager can be configured and operated in full without any fiscal data:

  • Maintain master data (articles, article groups, payment methods, users) — same as standard onboarding

  • Design the ordering surface

  • Print receipts, run table orders, perform Sales Point closings

What does not happen in this phase:

  • No Startbeleg is created

  • Receipts carry no fiscal signature

  • The RKSV revenue counter does not start

Receipts from this phase are not RKSV-compliant. Confirm with your tax advisor how these receipts are handled for bookkeeping purposes and whether the transition phase needs to be coordinated with the tax authority.

Continue working normally throughout this phase until your fiscal data is fully available.

Phase 2 — Enter fiscal data

Once the tax number, VAT ID, and FinanzOnline access are available, prepare the activation in the bessa Manager. Do not yet activate fiscalisation on the Sales Point — that happens on the cut-over day (Phase 3).

  1. Create the Webservice User in FinanzOnline — see FinanzOnline Integration – Create a Webservice User.

  2. Complete master data in the Manager — enter the tax number, VAT ID, and Webservice credentials under Master Data → Company.

  3. Save the data — the Manager holds the changes; they only reach the Sales Point during the synchronisation step in Phase 3.

Phase 3 — Cut-over day (clean cut)

Perform the cut-over between two business days — never during a running day. Keep this exact order:

  1. At the Sales Point: run the Sales Point closing — this cleanly closes the non-fiscalised revenue period.

  2. In the Manager: finalise fiscal data — if anything from Phase 2 is still open (tax number, VAT ID, FinanzOnline credentials), complete it now.

  3. At the Sales Point: synchronise data — pull the updated master data from the Manager onto the Sales Point.

  4. At the Sales Point: initialise fiscalisation — the Sales Point creates the Startbeleg and registers itself with FinanzOnline. Procedure details: Create the Startbeleg and Register the Cash Register.

  5. At the Sales Point: start the day — the new business day begins fiscalised.

From step 4 onward, the RKSV revenue counter runs. All further receipts are fiscally signed. The cut between the two periods is unambiguous: the last Sales Point closing of Phase 1 finalises the non-fiscalised revenue, the first receipt after the Startbeleg is the first fiscalised transaction.

Never activate fiscalisation during a running day. The Sales Point closing would otherwise contain mixed revenue data (partly unsigned, partly signed), making the period delimitation toward the tax authority unnecessarily complicated.

FAQ

What happens to the non-fiscalised receipts from Phase 1? They remain in the Sales Point and the Manager and still appear in reports — they simply carry no fiscal signature and are not counted in the RKSV revenue counter. Coordinate the bookkeeping treatment with your tax advisor.

Do I have to sign or void the Phase-1 receipts retroactively? No. Retroactive signing is neither technically possible nor required. The clean cut between the two periods replaces any retroactive signing.

What if master data changes during Phase 1? Master data maintenance is unrestricted during Phase 1. The changes are pushed to the Sales Point during the synchronisation step in Phase 3.

How long can Phase 1 last? The transition phase is not strictly limited, but should be kept as short as possible — schedule the cut-over day as soon as your fiscal data is available.