Monitor payments with Yoplanning.pro: Who hasn't paid and who has a balance to pay?

Effective payment management is essential to maintaining the financial stability of your business. With Yoplanning.pro, you can easily track who has not yet paid or who has a remaining balance for the current period. This feature is particularly useful for accurately tracking payments over a given period in orders.

To check the status of payments, follow these steps:

1. In the left menu, click "Order".

2. In the order list, you need to set a date filter for the period you want to check, for example, a week. Make sure to turn on the “By session date” switch. The dates displayed in the order list are the order dates.

3. What you want to check is the payment status for any benefits that are not fully paid for the current week, for example.

4. Next, click "Filter", and in the "Status" field, choose the status that suits you.

By using these filters, you can have a clear overview of pending or incomplete payments. For example, you can identify customers who have not yet paid or who still have a balance to pay. You can also spot orders that have been partially paid but still require payment.

Doing this regularly will help you manage your cash flow more effectively, minimize late payments and improve your ability to forecast future revenue.

Running a business can be a challenge, but with tools like Yoplanning.pro, you can make the process much smoother. By tracking payments regularly, you can ensure that your business remains financially healthy while providing high-quality services to your customers.

In the next and final article, we will discuss other aspects of payment tracking and financial management with Yoplanning.pro. Stay tuned to learn more about how to maximize the effectiveness of your financial management with Yoplanning.pro.