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How-to: Change Installment Allocation

You might want to move a payment allocation. For example, if a payment is applied against installment #1, you may need to move it to the deposit.

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1. Click on MANAGE PAYMENTS

Click on MANAGE PAYMENTS

2. Find the Traveler who made the payment

  • Click ACTION next to the payment you want to reallocate

Find the Traveler who made the payment

3. Click on CHANGE INSTALLMENT ALLOCATION

Click on CHANGE INSTALLMENT ALLOCATION

4. Select the new installment you want that payment to be allocated against

Select the new installment you want that payment to be allocated against

5. Click on SAVE

Click on SAVE

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.