> For the complete documentation index, see [llms.txt](https://docs.yoplanning.support/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.yoplanning.support/en/yoplanning-academy/yoplanning-au-quotidien/paiement-et-transactions-sur-yoplanning/comment-envoyer-un-lien-de-paiement-a-votre-client-sur-yoplanning.md).

# 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.

***

### **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.

***

### **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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