Payments
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      How-to: Find Travelers Who Have Overdue Payments on Their Installments

      There may be times when YouLi's Automated Payment Reminders aren't doing the trick and you want to reach out to people individually (but efficiently!) for overdue payments. Read on to see how!

      How can I tell if Travelers missed any payment Due dates?

      You can pull reports to see all Travelers who are late on paying their installments. There are a couple of ways to find this, but it will not be specific to an installment; it will show ALL Travelers past due on any installments. 

      View past due Bookings from the Global Bookings Report

        1. Any BOOKING that has a past due installment will show an orange triangle next to their BALANCE DUE global-bookings-past-due-installments

        View past due Travelers for a Single Trip

        1. Go to MANAGE PAYMENTS 
        2. You can use the FILTER and choose
          BOOKED & OWING to narrow down your view
        3. Any Traveler with a past-due installment will see an orange triangle next to the PRE-PAY COST.
          manage-payments-past-due-installments
        4. Then click MESSAGE to send each of them a single email
        • This will include their MAGIC LINK, directing them to their TRIP PAGE INVOICE so they can pay immediately

      TIP: If you send MESSAGE from MANAGE PAYMENTS, they will be sent a link that goes directly to their INVOICE

      Tips to Avoid Late Payments

      Use the above to deal with the ones that sneak through, but here are some tips to avoid having too many!

      1. We recommend adopting AutoPay so your Travelers agree to automated payments when they pay their deposit
      2. Other clients implement a late fee penalty using LINE ITEMS, it's amazing how many people pay on time when there is a $50 late fee applied for late payments.

      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.