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.


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.

  • 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.

  • 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.


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