How to Send a Payment Link to your Client on Yoplanning

Step 1: Access your order

Open the Yoplanning app and navigate to the order you want to request payment for. Once you have located the order, click on it to open the detailed page.

Step 2: Add a transaction

On the order page, you will find an option to add a transaction. Click on this option to open a new screen where you can enter the transaction details.

Step 3: Select 'Payment Link'

In the transaction screen, you will see an option called 'Payment Link'. Select this option to continue.

Step 4: Enter the payment amount

In the field provided, enter the amount you want to charge your customer. It is important to note that this amount may be different from the total amount of the order. For example, if several people want to share the cost of the order, you can divide the total amount and charge each person a portion.

Step 5: Schedule an automatic reminder

Yoplanning allows you to schedule an automatic reminder in case of non-payment. Activate this option so you don't forget to remind your customer if the payment has not been made on time. Only one reminder is available.

1. The default setting Accessing Configuration:

   • Go to “Administration” > “Configuration” > “Team”.

   • Click on “Edit” and go to the “PAYMENT LINK” section.

2. Set Reminder:

   • Enable the automatic reminder option.

   • Set the number of days after sending to send an appeal.

NOTE: The reminder delay can be adjusted individually when creating each payment link.

Step 6: Send the payment link

After verifying that all the details are correct, click on the 'Send' button to send the payment link to your customer. The customer will then receive an email with the link and will be able to make the payment by credit card.

Sending a payment link on Yoplanning is a simple and convenient way to manage financial transactions with your customers. Plus, the ability to schedule an automatic reminder in case of non-payment ensures that you stay on top of your financial management. With Yoplanning, managing your financial transactions has never been easier.

Tips for use and best practices:

1. Always check the transaction details before sending the payment link. Make sure the amount is correct and the link is sent to the right person.

2. Use the automatic reminder feature to make sure you never miss a payment. It’s a great way to keep track of payments that are still due.

3. Use Yoplanning’s payment tracking feature to keep track of all the payments you’ve received. This will help you maintain accurate and up-to-date accounting.

Common problems and how to solve them:

1. Payment link not sent: If you encounter this issue, make sure you have entered your customer's email address correctly. If the email address is correct, check your internet connection and try sending the payment link again.

2. Customer cannot complete payment: The customer may be experiencing issues with their payment method. Make sure they are using a valid credit or debit card. Also, make sure your payment system is valid and set up. If the issue persists, contact Yoplanning support for assistance.

3. Auto-Reminder Not Working: If you have scheduled an auto-reminder and it doesn't seem to be working, make sure you have set a reminder correctly in the team.