Status of Advance Receipts in Yoplanning.pro
Usage Steps
Log in to your Yoplanning.pro account.
Left Menu: Go to the left menu and click "Order".
Filter the List: Locate the “Filter” option and check the “by session date” box.
Future Period: Enter the future period you want to review.
Visualization: You will see all the orders that contain services between these two dates displayed.
Filter Regulations: Use the additional filter option to only see regulations.
Excel Export: If necessary, you can export this data to an Excel file for further analysis.
Don't forget the gift vouchers.
In the menu on the left, the list of gift vouchers brings together all the "customer credits", therefore all the sums of money which have been collected, but which have not yet been consumed.
In the three small points menu of the list of gift vouchers, you can find an accountant who will give you all the necessary information.
There you go, you now know how to use this functionality to effectively manage prepaid receipts.
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