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

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How can my Travelers get a receipt?

A copy of the receipt will be sent every time:

  1. The Traveler clicks to send a receipt from the TRIP PAGE
  2. Planner clicks to SEND RECEIPT from the TRIPBOARD

How do I send a receipt to my Travelers

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

How can my Traveler send a receipt to themselves?

  1. From their invoice, select the envelope iconsend money

What does a payment receipt look like?



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.