Monitor payments with Yoplanning.pro: Who hasn't paid and who has an outstanding balance?

Monitor customer payments and outstanding invoices

Rigorous payment tracking is essential for the financial health of your team. Yoplanning.pro allows you to instantly identify clients who have not yet paid for their services or who have outstanding balances, ensuring accurate monitoring of your cash flow.

What is the purpose of monitoring regulations?

This feature allows you to specifically list participants registered for your activities whose associated order has not yet been fully paid. It is particularly useful for reviewing outstanding invoices daily or weekly before the start of sessions. Unlike a simple invoice list, this view gives you an operational overview: who is attending today and hasn't yet paid?

Steps to identify unpaid invoices

To obtain a precise list of clients to contact urgently, follow these steps from your dashboard:

1. Accessing the menu: In the left menu, click on the Sessions section.

2. Changing the view: At the top of the screen, click on the Participants tab.

3. Period Filtering: Define the period you wish to control (e.g., tomorrow or the current month) using the date filter.

4. Activating the payment filter:

   • Click on the More filters button.

   • Activate the option to only get customers who have unpaid orders.

5. Analysis of results: The list is updated to only show people who need to regularize their situation.

Usage tips and best practices

• Anticipation: Perform this check every evening for the next day's activities in order to welcome your clients calmly and prepare your payment requests at reception.

• Quick Check: If you have any doubt about a file, use the "three dots" menu in the top right corner of the record to quickly access order details or to edit information.

• Filter accuracy: Use this filter at the beginning of the season to identify outstanding balances on deposits.

Common mistakes or problems and solutions

1. The customer does not appear in the list of unpaid invoices

Check that your date filter isn't too restrictive. Also, make sure the order hasn't been mistakenly marked as "paid" in the Orders section.

2. A customer who has paid still appears as unpaid.

This often happens if the payment was entered manually but the amount doesn't cover the entire order. Check the balance in the customer's record.

3. The list of participants is too long

Make sure you have enabled the option in More filters. Without this filter, the list displays all participants, regardless of their payment status.

4. Update problem

If a customer has just paid via the online booking module and still appears as unpaid, refresh your page to synchronize the data in real time.