Management of Overcharges in Orders on Yoplanning.pro

Introduction to the Overpayment Management Feature

Managing overpayments in orders is a feature to handle situations where a customer has paid more than the amount due for a service. This surcharge can be resolved in two ways: by a direct reimbursement to the customer or by the creation of a customer credit, usable for future transactions.

Access to the Feature

To access overpayment management, follow these steps:

1. Access the list of orders

2. Find the customer's Orders using the filters at the top of the list.

Creation of a Customer Credit

To create a customer credit from an overpayment, follow these steps:

1. Locate the order affected by the overpayment in the order list.

2. Click on the order to go into details.

3. Select the Sell a voucher option visible in the possible actions of the order.

4. From the drop-down menu, choose Customer Credit.

5. Enter the credit amount corresponding to the overpayment.

6. Confirm the creation of the credit. A line will be added to the invoice indicating the credit allocated.

Use of Credit by the Customer

The customer credit created is automatically recorded under the customer's account and can be used as a means of payment for any new order:

1. When the customer makes a new reservation or order, they can choose to use their available credit.

2. The credit amount will be deducted from the total of their new order.

User Tips and Best Practices

• Transparent Communication: Be 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: Note that it is not possible to validate orders as a final invoice if they contain an overpayment. It is absolutely necessary to pay any overpayments so that the order can be transformed into an invoice.

Common Errors and Resolution

• Credit not applied: Check that the credit has been created and is visible in the customer account. If there is a discrepancy, double-check the amounts entered and adjust if necessary.

• Customer can't figure out how to use credit: Make sure the customer understands how their credit can be applied to future orders. A little training or FAQ can be helpful.