How to Send a Payment Link to Your Client on Yoplanning

Introduction

Yoplanning offers a very practical feature that allows you to send a payment link to your customers and to program an automatic reminder in case of non-payment. Follow these steps to efficiently manage your financial transactions.

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Steps to send a payment link

1️- Access the order

• Open Yoplanning and go to the Orders section.

• Find the relevant order and click on it to view the details.

2️- Add a payment

• On the order page, click "Add Payment".

• A new screen will open to enter payment details.

3️- Select “Payment link”

• In the general tab, select "Payment link".

4️- Enter the payment amount

• Indicate the amount you wish to charge the customer.

• This amount may be adjusted if the payment is split between several people.

5️- Schedule an automatic reminder

• Enable the automatic reminder option to notify your customer in case of non-payment.

• Only one reminder can be scheduled.

Set up automatic reminder

• Go to Administration > Configuration > Team.

• Click on "Edit", then go to the "Payment Link" section.

• Enable the reminder option and set the delay before the reminder is sent.

Note: This delay can be adjusted individually for each payment link.

6️- Send the payment link

• Check the transaction details.

• Click on "Send": the customer will receive an email containing the payment link.

• Payment can be made directly by credit card.

Tips for use and best practices

• Please double check the transaction details before sending the payment link to avoid any errors.

• Use the automatic reminder so you never miss a pending payment.

• Track payment history via Yoplanning for clear and up-to-date accounting.

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Common Problems and Solutions

• Problem: Payment link is not sent Solution: Please check that the customer's email address is correct and that your internet connection is working. Try resending the link.

• Problem: Customer cannot complete payment Solution: Please check that your payment method (credit card) is valid. Also, make sure that your payment system is properly configured.

• Problem: Auto-reminder not working Solution: Make sure the reminder option is enabled in the Team section.

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