Automatic Emails | Payments

Learn how automated payment reminders can save you time when taking bookings for group trips.

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Send Automated Payment Reminders For Your Bookings

Your Travelers that are registered on YouLi receive both AUTOMATIC PAYMENT REMINDERS & AUTOMATIC PAYMENTS CONFIRMATIONS

Payment Reminders 

  • Reminders are only enabled if INSTALLMENT DUE DATES are added. If no dates are set, then NO reminders are sent. DUE DATE is optional for the REMAINING BALANCE DUE but recommended to enable PAYMENT REMINDERS.
  • PAYMENT REMINDERS take priority over TASK REMINDERS. So if there is a PAYMENT and a TASK due on the same day, only the PAYMENT REMINDER will be sent.

NOTE: once on their TRIP PAGE, your Traveler will be prompted to complete the TASK after payment has been made in the banner at the bottom.

How do I turn on payment reminders? 

  • Turn on PAYMENT REMINDERS from the INSTALLMENT popup, underneath the DUE DATE under the PRICING tab.  

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Example of a payment reminder

The email shown below is the same in each of the three reminders except for the subject line which indicates when the payment is due:

  • DUE SOON (1 week before Payment Due)
  • DUE (On Due Date)
  • OVERDUE (2 days after Due Date)

payment-reminder.gif 

Payment Confirmations

A message is emailed after payment is made to confirm and thank your Traveler for paying. The Traveler will also receive a DIRECT PAYMENT PENDING email if they make a direct payment that needs to be confirmed by you as the Trip Planner. 

NOTE: Although your Traveler will receive the confirmation email that includes the PRICE, DATE, and ITEM you also have the option to send a TAX INVOICE

Example of a Direct Payment Pending Confirmation: 

The email shown below in the animated GIF shows the email sent to travelers when they make a payment using a DIRECT PAYMENT method where their payment must be manually confirmed by Planners.

 direct-payment-pending.gif

 Example of a Payment Confirmation: 

payment_confirmation_gif.gif

PRO-TIP: Make yourself a Traveler on the Trip and go through some of the PAYMENTS & TASKS to experience and see the emails. Then when ready, delete yourself as a Traveler. 

 


Need more help?

Want to learn more about automatic emails that go out on your behalf through YouLi to your travelers such as who the emails come from or how do email templates work? Explore our Automatic Email Help Doc. Also, discover How To Stop Automatic Emails.