How to Send a Traveler Receipt, Invoice, or Tax Receipt

Automatic Receipts (Sent After Payment)

When a Traveler makes a payment through their Trip Page, YouLi automatically sends a payment confirmation email.

However, if you need to resend a receipt, send a formal invoice, or send copies to your team, follow the options below.

Option 1: Traveler Sends Their Own Receipt

Travelers can send themselves a receipt directly from their Trip Page.

Steps for Travelers

1. Go to the Trip Page
2. Click the Invoice tab
3. Click the Send Receipt (envelope icon)

This sends the receipt directly to their email.

Option 2: Planner Sends Receipt to Traveler

As a Planner, you can send a receipt on behalf of a Traveler.

Method 1: From Manage People

1. Go to Manage People
2. Find the Traveler
3. Click View Traveler Trip Board
4. Click Send Receipt

This sends the receipt directly to the Traveler's email.

Method 2: Using "View As" Traveler

1. Go to Manage People
2. Click View As Traveler
3. Open the Invoice tab
4. Click the Send Receipt (envelope icon)

This immediately sends the receipt to the Traveler.

Option 3: Send Copies to Your Team (Bookings Email)

Want your finance, reservations, or billing team to receive copies of receipts?

You can add a Bookings Email to automatically receive copies.

Steps

1. Go to Account
2. Click Payments
3. Scroll to Bookings Email
4. Enter email address
5. Click Save Changes

Now, copies of Traveler receipts will also be sent to that email.

What Does the Receipt Include?

The emailed receipt typically includes:

• Payment details
• Pricing breakdown
• Inclusions & exclusions
• Your company logo (it will appear where you see the circle illustration below)
• Traveler information
• Tax details (if applicable, e.g., ABN for Australian businesses)

What Does the Traveler Experience?

When a receipt is sent:

• Traveler receives an email
• Email includes payment summary
• Traveler can download or print the receipt

Why Can't I See the Send Receipt Button?

The Send Receipt option will only appear if:

• At least one payment has been made
• The Traveler has an email address on file

If no email is provided, the envelope icon will not appear.

Quick Summary