Create a Credit for a Customer or Use an Existing Credit
Introduction
In the Yoplanning.pro application, you can efficiently manage your customers' credit. A credit is a sum of money that the customer has paid but which has not yet been allocated to a service. It can be a purely accounting credit or prepaid activity packages that the customer can use later via the booking module. In this article, we will explain how to create a credit for a customer and how to use it.
When to use credit?
It is best to use the credit when, for example, an activity is cancelled due to bad weather and the client cannot immediately reschedule their activity. In such a case, you can delete the initial service and replace it with a credit, which will allow the system to remember that the client has a credit for a future service.
How to create credit for a customer?
Open the customer's order, if it already exists. If it doesn't, you can create a new order using the menu symbolized by three small dots in the list of orders.
Once in the order, locate the blue button "+ Sell as voucher". Click on it.
From the drop-down menu that appears, select the “Customer Credit” option.
Change the beneficiary if necessary. By default, the beneficiary will be the one from the original order.
Enter the amount of credit. Tip: leave the quantity at 1.
Save the information. The customer credit has now been created.
Please note: Customer credit does not have an expiration date.
How to check the remaining credit amount for each customer?
You can view the amount of remaining credit for each customer in the customer file. This amount will be updated each time the customer uses the credit.
In short, credit is a handy tool to manage customers' advance payments and offer them flexibility in case of unforeseen circumstances. Follow these simple steps to create and manage your customers' credits in the Yoplanning.pro application. If you encounter any difficulties, do not hesitate to contact our support service for further assistance.
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