Create a Credit for a Client or Use an Existing Credit

Introduction

Managing customer credits on Yoplanning.pro allows you to offer increased flexibility to your customers by keeping an amount available for future use. Whether it is to manage an overpayment, a deferral of activity or an early payment, this feature ensures smooth transaction management while guaranteeing accounting traceability.

What is a customer credit used for?

A customer credit represents a sum of money paid by a customer, but not yet used for a service. It can be a purely accounting credit or a prepaid activity package usable via the booking module. The credit allows the sum to be kept available to the customer for future use.

When to use customer credit?

Customer credit is useful in unforeseen situations such as:

• A cancelled activity (eg: bad weather) where the customer cannot reschedule immediately.

• Advance payments to be allocated later to a benefit.

Steps to create a customer credit

1. Access an order

• If an order already exists, open it from the order list.

• If no command exists, create a new one via the three-dot menu.

2. Add credit

• Once in the order, click on the blue button "+ Sell as voucher".

• Select "Customer Credit".

3. Set up credit

• By default, the beneficiary is the one from the original order. Change it if necessary.

• Indicate the amount of credit to be allocated.

• Save the information to finalize the creation.

Notes: Customer credits have no expiration date and appear in the gift certificate list under the customer's name and with the remaining amount available.

Differences between customer credits and gift vouchers

• Customer credit: Monetary amount usable for any purchase.

• Gift voucher: Right to consume an activity, regardless of its value.

Although visible in the same section (list of gift vouchers), their uses are distinct. Be careful not to confuse them.

Consultation of remaining credits

You can view unused credits:

• In the gift voucher list: The credit appears under the customer's name with the remaining amount.

Restrictions and general operation of customer credits

1. Deleting an order containing a credit

• If you delete an order that generated unused customer credit, the credit is also deleted.

• If part of the credit has been used, it is no longer possible to delete the order line corresponding to the purchase of the credit. (for accounting consistency reasons)

2. Deleting an order that used credit

• If an order where credit has been partially used is deleted, the customer credit is re-credited with the amount used.

These rules ensure precise traceability and avoid losses or duplicates.

Practical advice for optimal management

• Document Changes: Use the history features to track credits assigned, modified, or used.

• Communicate with your customers: Inform them of the remaining balance and the terms of use.

• Check before deleting: Make sure there is a reason for deleting an order, especially if it involves credits.

In case of problem

If you encounter any difficulties, contact Yoplanning.pro support. Our team is at your disposal to resolve problems and assist you in the optimal use of customer credits.

Credit management in Yoplanning.pro is a powerful tool to increase customer satisfaction while maintaining a rigorous organization of your activities. Follow the steps described for simple and effective use.