How-to: Make a Credit Card Refund

We can hope that we do not need to give a Traveler a refund, but we know it is something that will happen. Read on to learn how to issue a refund.

Automated Payments


Do you need to return a payment made by credit card?

CAUTION: There are two refunds you need to make. One in your payment gateway account to return the money to your traveler and one in YouLi to reflect that refund on their Trip Page Invoice.

  • Remember, Stripe is doing the refund for you here, not YouLi. So you need to make sure to do the refund through Stripe.
  • Be sure to also look into the Stripe Refund Policy as well
  • Once you finalize the refund in Stripe, you can then reflect the payment in YouLi by refunding the payment in YouLi (see the next session on how to do that)
  • Finally, AUTOMATED EMAIL REMINDERS (when turned on for a particular INSTALLMENT) will still be sent for a refunded payment because they may need to pay a different amount, and unless they aren't going on the TRIP, YouLi assumes you want reminders sent. If you do not want them sent, you can simply change their STATUS to "Declined."

COVID-19 NOTE: Be sure to read Stripe's FAQ during the crisis.


How do I refund a Traveler?

  2. Click into Stripe, which will bump you straight into the payment you want to refund within your stripe account.stripe refund
  3. Once you get into the payment on Stripe, click REFUND on the right-hand side within Stripe.


How do I reflect the refund in YouLi?

  2. Open the drop-down for the Traveler you want to refund
  3. Select ACTIONS and REFUND PAYMENTRefund


Need more help? 

Reach out to the YouLi Support Team via the chat box at the bottom of your screen or submit a Support Ticket request. If you need more advanced support, schedule a 1:1 Consulting session with one of our experts, and we will walk through Traveler flow options & best practices.