Get a demo to discover what Yoplanning can do for you
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One of our account managers will explain how to save time and optimise your planning while boosting your online bookings
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The YoPlanning software demonstration is screen-shared via video conferencing software
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Google meet
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You will receive the invitation and the link to the meeting once you have confirmed your request for an online demo on our website
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Invoicing and accounting, built into Yoplanning
Deposits, balances, commissions, credit notes — in guided activities one booking almost never means one invoice. Yoplanning issues each document as the money comes in, tracks what is paid and what isn't, then sends the lot straight to the tools your accountant already works with.
Our invoicing and accounting module turns each booking into an accurate document — numbered, dated, with the right wording. It follows your payments, chases what is still unpaid and pushes the entries to your accounting software. The official filing stays with the certified platform you choose.
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Yoplanning issues your invoices as bookings and payments come in
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Your accounting software receives the entries, with nobody typing them in twice
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Your certified filing platform sends them on to the tax authority
The module in detail
Everything invoicing handles for you
An invoice from the booking
Every booking produces its document — numbered, dated, with the mandatory wording in place, including a VAT-exempt notice where that applies to you.
One deposit, one invoice
A €300 course paid in three goes — €90, €90, then €120 on the day — produces two deposit invoices and a closing invoice that pulls them back in as negative lines. VAT falls due once, at the right moment.
Paid, unpaid, chased
See at a glance who has settled and who hasn't. Reminders go out on their own, and every payment ties back to the matching invoice.
Credit notes and refunds
A cancellation breaks nothing: the document is recorded against the right payment, without leaving a hole in your numbering.
Gift vouchers
Sold, then redeemed against a session — so the same amount is never counted twice, and an unused voucher never disappears from your books.
Your documents in the right language and currency
An Italian customer receives their invoice in Italian, a Swiss customer in their own currency. The mandatory wording follows the rules of the country you work in.
Steering your season
Your revenue as it happens, not next spring
What has come in, what is still owed, what goes out in commission, what each activity genuinely contributes — it is all on your dashboard, live. So you make your calls during the season, while a decision still changes the outcome.
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Revenue by period, by activity, by instructor
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Unpaid balances and reminders at a glance
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Export to your accounting, or a direct connection to Pennylane and Stripe
Staff fees
Every instructor knows exactly what they earned
Instructors, guides and freelance staff each see their own fees from their own account: what they ran, and what it comes to. No spreadsheet, and no waiting until the end of the season to find out.
Fees build up as the season runs
Every session is tied to the person who ran it, so the amount owed adds up in real time instead of being reconstructed in April.
Each person checks their own figures
They log in and see their fees. That matters most for freelancers, who need accurate numbers to declare their income.
Commission and deductions included
House commission, deductions and end-of-season adjustments stay attached to the session that generated them.
One less spreadsheet, and fewer arguments
Nothing to re-key and nothing to cross-check: the figures come straight from the bookings, so everyone reads the same thing.
Who it is for
The same module, whatever your structure and wherever you work
Ski school, independent instructor, guide office, whitewater base, indoor activity centre, climbing gym: we adapt to the way you are organised, not the other way round. France, Switzerland, Italy, Germany, Portugal, Canada: your documents follow the rules of the country you operate in.
Schools and guide offices
House commission, deductions, end-of-season adjustments: every instructor gets their share without a spreadsheet.
Centres, clubs and studios
Single sessions, courses, memberships: each format produces the invoicing that matches it.
Independent instructors and guides
Clean invoicing without spending your evenings on it, and the tax wording that fits your status.
Our team
We help you set it up. You keep the controls.
An accounting module set up properly on day one means a whole season without catching up. Our support team walks you through your VAT rates, the way your products are structured, how your documents are numbered and the link to your accounting software.
Real guidance, not a contact form
Our team knows this trade. You talk to people who understand what a season actually looks like.
Documentation in your language
Every setting is written up in French, English and Italian, screenshots included.
Set up once, right all season
The effort happens at setup. After that, your documents come out correct on their own.
You stay in control
We don't do your accounting for you. We hand you the right settings and the documentation that goes with them.
No. The module issues your documents and pushes the entries to your accounting tool. Your accountant keeps working the way they already do — they simply stop receiving spreadsheets.
Do I have to use Pennylane?
No. Your accounting software and your filing platform stay your choice. Pennylane is the example we use because the connection already exists and it covers both roles.
What happens if a customer cancels after paying a deposit?
The chain stays consistent. The credit note is recorded against the deposit it relates to, so your numbering keeps running and the VAT is corrected once.
I work on my own. Is the module too much for me?
The opposite. When there is nobody to delegate to, automation is worth the most: deposits, reminders and exports all run without an evening spent on them.
I also sell through booking platforms. Does that work?
Yes. Direct sales and platform sales land in the same place, commission included, so your revenue reads as a single figure whatever the channel.
Can I invoice in several currencies and languages?
Yes. Your documents follow the language and the currency of the booking, and the rules of the country you operate in.
Electronic invoicing, explained simply
You have probably heard about the French reform. In practice, what changes for you comes down to two dates and one new habit. We wrote it up without the jargon — and Yoplanning is already compliant, in France as in Italy.
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