Weekly control of the validation of orders in final invoice
What is this feature for?
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. Although Yoplanning performs automatic validation according to certain criteria, a weekly check can identify orders that have not been finalized for various reasons.
Steps to use this feature
Access the Orders menu: From the dashboard, in the left menu, click on Orders.
Define the period to be controlled:
Select the period for which you want to check invoice validation.
Tip: Choose the start date of your financial year as the start date and the end date as today minus the number of days predetermined in your settings for automatic validation.
Apply necessary filters:
Check the Switch by session date option.
In the Reseller filter, select None.
Add advanced filters:
Click on More Filters.
In the Status filter, choose Not finalized.
Analyze the results:
The list will show all orders that have not been completed.
These orders require manual validation.
Directions for use
Regular Scheduling: Perform this check every week to ensure all orders are validated in a timely manner and avoid delays in invoicing.
Unfinished Order Analysis: If some orders regularly reappear as unfinished, check if there is a recurring problem to resolve (missing products, incomplete information, etc.).
See FAQ article: Why do some orders not turn into a final invoice?
Common Problems and Solutions
Order blocked due to missing information: Make sure all necessary information is present in the order (customer name, associated products/services, etc.). Check the unfinished items to understand the causes.
Error in session dates: If you cannot find any results, please check that the session dates are correctly selected in the filters.
By following these steps, you can ensure a smooth and complete invoicing process in Yoplanning.
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