How-to: Change Installment Due Dates After Taking Payments

Set your Installment Due Dates based on Traveler Registration Date - Travelers who register late will not have missed payments and can make their payments at a reasonable rate. But if you want to change the due date, read on for what you can expect!

If you have received payments on a particular Installment and want to change the Installment Due Date, what will happen?

  • Changing the DUE DATE on an INSTALLMENT, will change that Due Date for everyone registered on that TRIP.
  • However, if someone has already made a payment, their INVOICE will already be marked as paid for those respective INSTALLMENTS that they’ve already paid.
  • Even if they’ve begun making payments, if you change the DUE DATE for an INSTALLMENT, the Due Date will change on their INVOICE (see video below for a visual), but it isn't likely they'll notice (since it will have a green check next to it, marked as paid) and, more importantly, they will not receive any payment reminders for any Installments that they’ve already paid.
  • We recommend starting with “DUE DATE BASED ON REGISTRATION DATE” and then as the trip gets closer, changing to a "SPECIFIC DUE DATE," if you need to collect payments by a certain date.


Watch YouLi's Product Expert walk you through how this will work!

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