How to enter your IBAN
Introduction to the functionality Entering your IBAN in your freelance team is an essential step to receive your fees via Yoplanning.pro. This feature helps ensure that your payments are processed securely and efficiently.
Detailed steps to use the feature
Access your Team: On the left menu of the Yoplanning.pro interface, select the team that bears your name.
Navigating the Administration: In the same menu, click on "Administration", then on "Configuration".
Select 'Team': In the new window, locate the "Team" option located at the top left and click on it.
Edit your Team's information: Use the menu symbolized by three small dots at the top right to edit your Team's file.
Enter your IBAN: Scroll to the bottom of the page to find the option to enter your IBAN. Enter your bank account information in the dedicated field.
Save changes: After entering your IBAN, be sure to save your changes for the changes to take effect.
Tips for use and best practices
Checking details: Make sure the IBAN information entered is accurate to avoid any delays or issues with the processing of your fees.
Regular updates: Update your banking information as needed to ensure payment continuity.
Common errors and their resolution
Incorrect Information: If you encounter errors processing payments, double-check the IBAN information entered. A simple typo can cause problems.
Save Issues: Make sure you click the save button after entering your information. If the changes are not saved, try refreshing the page and repeat the process.
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