How to find my fee sheets on Yoplanning.pro
What is this feature for?
The “Find my fee slips” functionality is designed for freelancers and team members who use Yoplanning.pro for management of services. It allows you to automatically calculate the services provided and generate the corresponding fee slips. which you will find in your freelance Team in your name.
Steps to use the feature
Access Teams: On the left menu in Yoplanning.pro, locate and click on the section just under the logo to display the list of teams of which you are a member.
Select Your Team: Find and select the team in your name. This should be a freelance team that allows you to generate your fee slips.
View Orders: In the selected team, click on 'Orders' to view all your orders, which represent your fees.
View Details and Print: Click 'View' to view a specific order. Then use the three little dots menu at the top right to print the fee slip.
Tips for use and best practices
Sending to the Accountant: If you need to send your fee slips to an accountant, choose to send the PDF version directly from Yoplanning.pro. PDF files contain useful metadata for integration into accounting software.
Organization: Keep regular monitoring of your fee slips to maintain up-to-date accounting and avoid any administrative disorder.
Troubleshooting Common Problems
Team Not Found: If you cannot find your team, check that you are logged in with the correct account and that you have the necessary permissions.
Printing Problems: If you have difficulty printing, make sure your browser allows Yoplanning.pro pop-ups and that your printer is correctly configured.
This guide provides a simple and clear method for accessing and managing your fee slips in Yoplanning.pro, with a focus on efficiency and organization.
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