When you accept payments via Stripe, the money is settled directly into your account. YouLi passes metadata through to improve your reconciliation.
⚡For your bookkeepers: More metadata in Stripe 🚧
Meta data is now being passed with the payment and automatically included in any payment exports and zaps!
- YouLiInstallmentLabel
- Example: "Deposit"
- This can include multiple installments if it is a "catchup payment"
- YouLiReferenceCode
- Example: "GW8F6AGILU"
- YouLiTripAlias (aka Trip Short Name)
- Example: "jordan-cambodia-template"
- YouLiTripName
- Example: "Jordan Cambodia Template"
- internalPaymentId
- Example: "3ec45c46-9992-ee11-8925-000d3afbdcd4"
- Use this when reporting issues so we know exactly which payment
To access this data in Stripe:
1. Look at the payment (click from Manage Payments)
2. Export all your payments and see these columns at the end of the row
This data is also passed in the Stripe webhooks that can be caught in Zapier
If you need to use this data in your zaps, just check in the "metadata" object as shown in the screenshot below.
Need more help?
Reach out to the YouLi support team via a chat box at the bottom of your screen or submit a a Support Ticket. If you need more advanced support, schedule a 1:1 Consulting session with one of our experts, as we will walk you through the features and best practices.