How to generate a final invoice for my client

Purpose of the feature

Generating a final invoice allows you to transform an order or a "provisional invoice" into an official accounting document bearing the mention "invoice" and a part number, thus meeting the legal requirements in France. This guarantees the fiscal validity of the document. Once the order is finalized as a final invoice, it will no longer be modifiable.

Steps to generate a final invoice:

1. Access the list of orders From your dashboard, go to the main Yoplanning menu and click on "Orders" to see the list of orders placed.

2. Open the order to finalize Find the order you want to turn into a final invoice. Click on it to view the details.

3. Complete Order At the top right of the order window, click on the three-dot menu (symbolizing additional options). Select "Complete Order" from the drop-down list.

4. Validate finalization The order is now blocked, meaning that neither the order information nor the associated sessions can be modified. This includes the assignment of staff and the service dates on the schedule. However, the payment status of the order has no impact at this stage: it is still possible to make collections or refunds after the invoice is finalized.

Directions for use

• Invoice automation: If you have subscribed to the accounting option, you can set up the automatic transformation of orders into final invoices at the end of each service. This ensures that the invoice chronology complies with French tax rules.

• Compatibility with Pennylane: If you use the accounting software Pennylane, the invoices generated in Yoplanning will be automatically synchronized with Pennylane, thus facilitating your accounting management. More information, click here

Common Problems and Solutions

• Invoices not automatically finalized: If your orders do not automatically turn into a final invoice, contact Yoplanning technical support to activate this option.

• Error during finalization: If an error occurs during the finalization of an order, verify that all accounting information is up to date (Accounting account training is mandatory to be able to finalize an invoice for both products and taxes.)

• Reopen a finalized invoice: this actually consists of generating a credit note for the invoice, see the dedicated article by clicking here

Attention: Once finalized, the order and associated information are blocked. Make sure all information is correct before proceeding to finalization.