Using a Customer's Credit or Prepaid Package

Introduction

If your customer has a credit or a prepaid plan in their account on the Yoplanning.pro application, 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 reservation 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 transaction" button two links: "Use credit" and "Redeem voucher".

3. Since it's about credit, click "Use Credit."

4. Enter the name of the customer who has the credit if it is different from that of your order. Note that you can absolutely use the credit of a customer different from that of the order.

5. Indicate the desired amount of credit to use, then click "Save". The customer's credit amount will then be deducted to pay for the order.

Use of Credit from the Reservation Module

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

2. In the last step of the shopping cart, at checkout, 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 packages simply and efficiently, whether directly in the schedule or from the reservation module. If you have any problems using these features, please do not hesitate to contact our support team for assistance.