Tracking sales and collections

Find out how Yoplanning.pro makes it easy to check activity registrations and orders daily to ensure accurate invoicing and collection.

Learn how to effectively track payment links sent to customers and manage pending payments, to optimize seat utilization in your business.

This article explains how to use Yoplanning.pro to track who hasn't paid yet or who has a remaining balance, helping to improve your cash flow management and forecast future revenue.

Find out how Yoplanning.pro makes it easy to check that each activity is correctly assigned to a staff member, ensuring smooth service and optimal customer satisfaction.

This feature allows teams that have subscribed to the "accounting" option to regularly check whether certain orders require manual intervention to be validated in the final invoice.

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