Using a Customer's Credit or Prepaid Package

Introduction

If your customer has a credit or prepaid plan in their account on the Yoplanning.pro app, you can use it to pay for an order. In this article, we explain how you can use a customer's credit or prepaid plan directly in the schedule or from the booking module.

Use of Credit in Yoplanning

1. Create an order with the services in the usual way.

2. When you get to the payment step, you will see under the "Add Payment" button a link: "Redeem a Voucher".

3. Click on the link and enter the name of the customer who has the credit. Note that you can absolutely use the credit of a customer other than the one on the order.

4. Enter the amount you wish to use from the credit, then click "Save". The customer's credit amount will then be deducted to pay for the order.

Using Credit from the Booking Module

1. On the customer ticket, you will find a code indicated at the top right. This code allows you to validate the voucher on your booking module.

2. In the last step of the cart, at the time of payment, there is a field to enter the voucher code.

3. The customer can then enter the code to use their credit directly online. The credit amount will be deducted from the order total.

In short, Yoplanning.pro's credit and prepaid plan system offers great flexibility for payment management. This allows customers to use their credits or prepaid plans in a simple and efficient way, either directly in the schedule or from the booking module. If you have any problems using these features, do not hesitate to contact our support team for assistance.