FAQ: Removal of the term "provisional" in the title of the invoice on Yoplanning

Question: Is it possible to remove the term "provisional" from the invoice title in Yoplanning?

Answer: On Yoplanning, the documents titled "provisional invoices" actually correspond to orders. We use the term "provisional invoice" because in the service industry payment is often made in advance. This term is therefore more understandable for end customers.

In the field of service provision, official invoices are only issued after the service has been completed. This is how it works in Yoplanning:

• With the invoicing module: The final invoice is automatically generated a certain number of days after the service, according to the parameters defined for your Team.

• Without the invoicing module: It is the user's responsibility to create an invoicing document outside of the Yoplanning application.

It is crucial to note that the use of the word "Invoice" in the header of a document is subject to strict tax regulations. This term cannot be used on a document that is not a real invoice. To comply with these regulations, the term "provisional" is therefore necessary to distinguish these preliminary documents from the official final invoices.

In summary, it is not possible to remove the term "provisional" from the title of provisional invoices in Yoplanning without compromising the clarity and regulatory compliance of these documents.