Management of Overcharges in Orders on Yoplanning.pro
Introduction
Overcharge management in orders is a feature that allows you to handle situations where a customer has paid more than the amount due for a service. This overcharge can be resolved in two ways: by a direct refund to the customer or by creating a customer credit, which can be used for future transactions.
Steps to use the Overpayment Management feature
1. Access overpayment management
Go to the command list.
Use the filters at the top of the list to find the order for the customer concerned.
2. Transform an overpayment into customer credit
Click on the order to view its details.
Select the "Sell a voucher" option at the bottom among the available actions.
From the drop-down menu, choose "Customer Credit".
Enter the amount of the credit corresponding to the overpayment.
Confirm credit creation: a line will be added to the invoice indicating the amount allocated.
Use of Credit by the Customer
The customer credit created is automatically saved under the customer's account and can be used as a means of payment for any new order:
When the customer makes a new reservation or order, he can choose to use his available credit.
The credit amount will be deducted from the total of your new order.
Tips for Use and Best Practices
Transparent Communication: Make sure to communicate clearly with the customer regarding the processing of their overpayment, whether by refund or credit.
Documentation: Yoplanning keeps track of all credits issued for future reference and to simplify accounting reconciliations.
Prevention: Please note that it is not possible to validate orders as final invoices if they contain an overpayment. Overpayments must be paid in order for the order to be converted into an invoice.
Common Problems and Solutions
Problem: Credit not applied Solution: Verify that the credit has been created and is visible in the customer account. If there is a discrepancy, recheck the amounts entered and adjust if necessary.
Problem: Customer can't figure out how to use credit Solution: Make sure the customer understands how their credit can be applied to future orders.
For more information regarding the creation and use of credits, please refer to this article.
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