Payments
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      2. HOW-TO
      3. Payments

      How-to: Charge Your Client Any Amount Manually In YouLi

      If you have permission to charge a card - use Make a Charge to charge via connected Stripe, Square, PayPal or Cybersource

      Why should I use the Make a Charge function in YouLi?

      In the U.S. and Canada: Stripe is going to charge more for charges made by "manually entering a credit card" via their Dashboard.

      Thankfully, YouLi is here to save you that extra expense. The extra fee will not apply for:

      • Travelers making payments via YouLi Trip Page
      • Travelers making payments via YouLi Checkout Flow
      • Planners making a charge via "Make a Charge" <--- for Planners

      TIP: You also don't pay any fee (YouLi booking fee or Stripe fee) if you use one of our no-fee direct payment methods!

       

      Charge any amount to a Traveler with Make a Charge - for Stripe, Square & Cybersource

      NOTE: We support Stripe, Square, PayPal and Cybersource for this feature


      How do I Make a Charge?

      1. From your MENU, click on MANAGE PAYMENTS 

        manage-payments-menu

      2. Click MANAGE > MAKE A CHARGE next to the Traveler you are Making a Charge on behalf of
        manage-menu-payments-table

      3. Enter the amount to charge the Traveler - this defaults to the next amount due or balance, but you can charge whatever they have approved you to charge! 💳✨

        make-a-charge-popup

      4. Enter the Traveler's credit card details. 

      WARNING: Securely enter it into the form. Never write it down or save it in YouLi fields other than the form provided (like PLANNER NOTES)!

      This is extremely risky for you and your clients and prohibited by YouLi's terms of service.

      stripe-credit-card-form

       

      How to Charge a Saved Card

      You can also allow travelers to securely save their cards to your connected Stripe gateway. Learn more

      If they have done so, you can charge their card on any due payments by clicking to VIEW AS from Trip CRM or TripBoard

      1. Choose PAY NEXT DUE AMOUNT
      2. Choose SAVED CARD
      3. Click PAY NOW

      planner-use-saved-card-trip-invoice

       

      Manual Payments

      Looking to record a payment collected somewhere else, like a check, cash, Zelle, etc? Simply record a manual payment.

       

      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.