Payments
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      How-to: Add a Manual Payment For a Traveler

      Learn to save time by keeping ALL of your payments in one place, with YouLi.

      Adding a Manual Payment 

      Travelers make payments in many ways; sometimes, they may not use YouLi to complete payments. Use MANUAL PAYMENTS to track payments that do not go through the system, so everything is accounted for.

      • Go to MANAGE PAYMENTS 

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      • Open the drop-down by clicking MANAGE to the right, and select RECORD MANUAL PAYMENT

      Screen_Shot_2021-12-20_at_3.49.53_PM.png

      • Fill in the information in the popup, then click SAVE

      Screen_Shot_2021-12-20_at_3.52.24_PM.png

      NOTE: You can edit the RECEIVED PAYMENT AMOUNT if the amount paid does not match the INSTALLMENT.

       

      Gift a trip / Make a donation 🎁

      One way to accomplish this is by creating payment links in Stripe (such as this one) based on the trip or the person -- you can name it "Gift a trip or make a donation" and make various amounts ($100, $500, $1000) for example -- and then sharing that with the traveler to have friends/family "donate" towards their trip.

      Then as the Planner, simply record a manual payment when the payment is received so it shows in YouLi and also on the Traveler's invoice. For example:

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      Need more help?

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