Using a Customer's Credit or Prepaid Package
Introduction
If your client has a voucher, voucher booklet, credit, or prepaid plan on the Yoplanning.pro app, you can use it to pay for an order. In this article, we explain how to use these vouchers directly in the schedule or from the booking module.
Using Credit in Yoplanning
Create an order with the services in the usual way.
When you get to the payment stage, you will see a link under the "Add a payment" button: "Use a voucher".
Click on the link and enter the voucher code, or the name of the customer who holds the credit. Note that you can use credit from a different customer than the one who placed the order.
Enter the desired amount of credit to use, then click "Save". The customer's credit amount will then be deducted to pay for the order.
Using Credit from the Booking Module
On the customer's ticket, you will find a code in the top right corner. This code allows you to validate the voucher in your booking system.
In the final step of the shopping cart, at the time of payment, there is a field to enter the voucher code.
The customer can then enter the code to use their credit directly online. The credit amount will be deducted from the order total.
Case of the voucher book
A voucher booklet is entered in the same way, with some differences in behavior:
the logbook records uses, not euros: there is no amount to enter;
A single entry of the code can cover multiple participants in the same order, within the limit of remaining uses;
The book price replaces the session price, including a sliding scale price;
the same code cannot be entered twice on the same order;
If the order is cancelled, the uses are returned to the notebook.
The remaining usage counter can be viewed in the Vouchers menu ("Remaining: 7 / 10").
In short, Yoplanning.pro's voucher, booklet, credit, and prepaid package system offers great flexibility for managing payments, whether directly within the schedule or from the booking module. If you encounter any problems using these features, please don't hesitate to contact our support team for assistance.
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