Payments
      Back to home
      1. Help Center
      2. HOW-TO
      3. Payments

      How-to: Send a Copy of a Traveler Receipt or Invoice

      YouLi makes it easy for you to send your Traveler's copies or their receipts/invoices

      undraw_Newsletter_re_wrob

       

      How can my Travelers get a receipt?

      The Traveler can send it to themself 

      By clicking "SEND RECEIPT" from their TRIP PAGE (under the INVOICE menu).

      NOTE: When you hover over the envelope, you'll see "Send Receipt." Click to send the receipt to the Traveler's email address.

      Screenshot 2023-05-30 at 1.06.17 PM

      Or you, as the Planner, can send it to them

      The Planner can click to "SEND RECEIPT" from the Traveler's TRIPBOARD.

      1. From MANAGE PEOPLE, click VIEW TRAVELER TRIP BOARD
      2. Click SEND RECEIPT

      Screenshot 2023-05-30 at 1.07.47 PM


       

      What does a payment receipt look like?


       

       

      How do I send a copy of all Travelers' receipts to someone on my team?

      • If you, as a Planner (or team), want to send a copy of all Traveler receipts that are sent, you can submit a Support Request to have a BOOKINGS EMAIL added.
      • You will see this option under your ACCOUNT, but need to request YouLi Support adds it.

      image

       

      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.