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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
How can my Travelers get a receipt?
A copy of the receipt will be sent every time:
- The Traveler clicks to send a receipt from the TRIP PAGE
- Planner clicks to SEND RECEIPT from the TRIPBOARD
How do I send a receipt to my Travelers
- From MANAGE PEOPLE, click VIEW TRAVELER TRIP BOARD
- Click SEND RECEIPT
How can my Traveler send a receipt to themselves?
- From their invoice, select the envelope icon
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.