How to Send a Payment Link to your Client on Yoplanning
Introduction
Yoplanning offers a very practical feature that allows you to send a payment link to your customers and to program an automatic reminder in case of non-payment. Follow these steps to efficiently manage your financial transactions.
Steps to send a payment link
1️- Access the order
Open Yoplanning and go to the Orders section.
Find the relevant order and click on it to view the details.
2️- Add a payment
On the order page, click "Add Payment".
A new screen will open to enter payment details.
3️- Select “Payment link”
In the general tab, select "Payment link".
4️- Enter the payment amount
Indicate the amount you wish to charge the customer.
This amount may be adjusted if the payment is split between several people.
5️- Schedule an automatic reminder
Enable the automatic reminder option to notify your customer in case of non-payment.
Only one reminder can be scheduled.
Set up automatic reminder
Go to Administration > Configuration > Team.
Click on "Edit", then go to the "Payment Link" section.
Enable the reminder option and set the delay before the reminder is sent.
Note: This delay can be adjusted individually for each payment link.
6️- Send the payment link
Check the transaction details.
Click on "Send": the customer will receive an email containing the payment link.
Payment can be made directly by credit card.
Tips for use and best practices
Please double check the transaction details before sending the payment link to avoid any errors.
Use the automatic reminder so you never miss a pending payment.
Track payment history via Yoplanning for clear and up-to-date accounting.
Common Problems and Solutions
Problem: Payment link is not sent Solution: Please check that the customer's email address is correct and that your internet connection is working. Try resending the link.
Problem: Customer cannot complete payment Solution: Please check that your payment method (credit card) is valid. Also, make sure that your payment system is properly configured.
Problem: Auto-reminder not working Solution: Make sure the reminder option is enabled in the Team section.
Last updated