Payment and Transactions on Yoplanning

How to Send a Payment Link to Your Customer on Yoplanning

Yoplanning simplifies the payment process by allowing you to send a payment link directly to your customers. This link redirects your customers to a secure payment page where they can make their payment with complete peace of mind.

How to make a refund on Yoplanning

If you need to make a refund or cancellation via Payline, go to the Payline back office.

Management of Overpayments in Orders

Yoplanning helps you manage overpayments on your orders. If a customer has paid more than the amount due, Yoplanning allows you to track these overpayments and manage them efficiently.

Do the checkout on Yoplanning

With Yoplanning, you can easily manage your cash flow. Yoplanning's intuitive interface allows you to track your transactions, check your balances, and manage your cash flow with ease.

Cash register error, how to correct it?

If you make a mistake while managing your cash register, Yoplanning allows you to easily correct this error. This allows you to ensure accurate management of your cash register.

Configure Stripe - Secure Payment System

Yoplanning integrates with Stripe, a secure online payment system. You can configure Stripe on Yoplanning to accept online payments from your customers.

Sales Tax Configuration

Yoplanning allows you to configure sales taxes for your products and services. You can set the appropriate tax rates for each product or service you offer.

How to refund a transaction via Stripe on Yoplanning in one click

If you need to refund a transaction made through Stripe, Yoplanning makes this process easy. You can refund a transaction with a single click, directly from your Yoplanning interface.

Pay at the Counter in Distance Selling

Directly in the schedule or via the booking module, you can directly display the form for entering your payment operator's banking information.

Payment in 3 installments without fees (Payline)

Option only available with Payline. Explanation of how it works.

How to reconcile Stripe and checkout?

This article guides Yoplanning users through the efficient reconciliation of Stripe transactions consolidated by weekly transfer with cash register records, with a focus on financial accuracy and reconciliation best practices.

Setting up the Stripe payment terminal

You can get a payment terminal for Stripe that will be mobile and work with your phone.

Benefits of using Yoplanning's banking terminal in collaboration with Stripe

Yoplanning's banking terminal, in collaboration with Stripe, offers secure, flexible, and in-app mobile payments, with competitive rates often lower than those of competitors like SumUp or Square.