---
title: How to Send a Traveler Receipt, Invoice, or Tax Receipt
description: 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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# How to Send a Traveler Receipt, Invoice, or Tax Receipt

## YouLi makes it easy to send payment receipts, invoices, or tax receipts to Travelers — either automatically, manually, or by allowing Travelers to send them themselves. This guide explains all available options.

![undraw\_To\_do\_list\_re\_9nt7](https://support.youli.io/hs-fs/hubfs/Illustrations/undraw_To_do_list_re_9nt7.png?width=350&name=undraw_To_do_list_re_9nt7.png)

### 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)

![Screen\_Shot\_2019-09-25\_at\_1.42.56\_pm.png](https://support.youli.io/hs-fs/hubfs/Knowledge%20Base%20Import/Screen_Shot_2019-09-25_at_1_42_56_pm-3.png?width=500&height=1040&name=Screen_Shot_2019-09-25_at_1_42_56_pm-3.png)

This sends the receipt directly to their email.

**NOTE:** The "Send Receipt" option only appears **after at least one payment has been made**.

---

### 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 ![image-png-Dec-26-2022-10-38-35-5604-PM](https://support.youli.io/hs-fs/hubfs/image-png-Dec-26-2022-10-38-35-5604-PM.png?width=670&height=195&name=image-png-Dec-26-2022-10-38-35-5604-PM.png)**
4. Click **Send Receipt ![](https://support.youli.io/hs-fs/hubfs/image-png-Apr-01-2026-07-57-55-9419-PM.png?width=600&height=274&name=image-png-Apr-01-2026-07-57-55-9419-PM.png)**

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.

![Send\_Tax\_Receipt.gif](https://support.youli.io/hs-fs/hubfs/Knowledge%20Base%20Import/Send_Tax_Receipt-1.gif?width=600&height=1166&name=Send_Tax_Receipt-1.gif)

---

### 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)

![Screenshot 2022-07-20 121442](https://support.youli.io/hs-fs/hubfs/Screenshot%202022-07-20%20121442.jpg?width=499&height=1256&name=Screenshot%202022-07-20%20121442.jpg)

---

### 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

![Screen\_Shot\_2019-10-31\_at\_11.37.03\_am.png](https://support.youli.io/hs-fs/hubfs/Knowledge%20Base%20Import/Screen_Shot_2019-10-31_at_11_37_03_am-1.png?width=499&height=1464&name=Screen_Shot_2019-10-31_at_11_37_03_am-1.png)

 

---

### 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

| Scenario | Best Option |
| --- | --- |
| Traveler wants receipt | Traveler clicks Send Receipt |
| Planner sends receipt | Manage People → Send Receipt |
| Send copies to finance team | Add Bookings Email |
| Send formal invoice/tax receipt | Use Send Receipt button |

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