Generate a final invoice on Yoplanning.pro

Purpose of the feature

Generating a final invoice transforms an order or "provisional invoice" into an official accounting document labeled "invoice" and a document number, thus meeting legal requirements in France. This guarantees the document's fiscal validity. Once the order is finalized as a final invoice, it cannot be modified.

Steps to generate a final invoice:

1. Access the command list

• From the schedule click on "Orders" in the left menu to display the list of past orders.

2. Open the order to be finalized

• Find the order you want to convert to a final invoice.

• Click on it to view its details.

3. Finalize the order

• At the top right of the command window, click on the three dots menu (additional options).

• Select "Complete Order" from the drop-down list.

4. Confirm completion

• Once finalized, the order is blocked: no changes will be possible to its information or to the associated sessions (staff, service dates, etc.).

• However, the payment status remains editable: it is still possible to make collections or refunds after finalizing the invoice.

Directions for use

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

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

Common Problems and Solutions

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

• Problem: Error during finalization Solution: If an error occurs while finalizing an order, please verify that all accounting information is up to date (Accounting information is mandatory to be able to finalize an invoice for both products and taxes.)

• Problem: Reopening a finalized invoice Solution: This actually involves generating a credit note for the invoice, see the dedicated article by clicking here

Attention: Once finalized, the order and associated information are locked. Please ensure all information is correct before proceeding to finalization.