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How-to: Send a Tax Invoice Or a Manual Payment Receipt To Your Travelers

As a Planner, sometimes you need to send a tax receipt or a payment receipt to a Traveler. This can be done via the Traveler's point of view via their Invoice tab or you can send it manually.

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NOTE: YouLi always sends automatic email confirmations whenever a Traveler pays via their Trip Page. However, if you need a more formal receipt, you can have one emailed to them. See below on how to do that.

How can a Planner email an Invoice or Receipt?

NOTE: The “Send Invoice/Receipt” option only appears after at least one payment has been made.

  1. Go into the "VIEW AS" option for the Traveler you want to send a TAX RECEIPT to
  2. From there, click on what you named your INVOICE tab 
  3. The button that appears on the TRIP PAGE and looks like an envelope with an arrow will allow you to send the INVOICE 

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4. Clicking the envelope with an arrow immediately sends an email to the Traveler whose INVOICE you're viewing

5. You can either

  • Instruct your Traveler to click the same envelope icon from their Trip Page under the Invoice menu and email it to themselves

  • Or you can choose to VIEW AS that Traveler and click to send it to them

NOTE:

  • If no email was provided by the Traveler, the envelope icon, allowing you to email the Invoice, will not appear.

  • The same button also appears for Travelers on their own Trip Page.


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An example of what the receipt will look like in the Traveler's inbox

NOTE: Your logo will appear where you see the circle illustration below.

The emailed receipt will include:

  • All payment records
  • Pricing Explanation (inclusions & exclusions)
  • Your logo (automatically displayed)
  • Your ABN if you are an Australian business (for tax purposes)


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How does invoicing work for the Traveler?

  • The button with the envelope and arrow icon operates the exact same way for your Traveler. Remember, in the instructions above, you viewing their TRIP PAGE, after all.
  • As noted above, your Traveler can do this themselves or you can do it for them using "VIEW AS," as soon as they make a payment.