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      How-to: Record a Partial Refund

      Sometimes, you may not want to offer a Traveler a full refund and only record a partial refund on their invoice.

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      NOTE: Issuing a refund via a Manual Payment will NOT trigger the refund in your payment gateway. To ensure your Traveler receives their refund, you will need to process the refund in your gateway and then record it here in YouLi.

      1. Click on Manage Payments

      Click on Manage Payments

      2. Record a Manual Payment

      1. Click MANAGE next to the Traveler you are refunding

      2. Click RECORD A MANUAL PAYMENT

      Record a Manual Payment

      3. Enter the information in the pop-up

      1. Select DO NOT APPLY TO INSTALLMENT

      2. Give your refund a LABEL. Travelers can see this, so make sure it is clear to them that this is a refund

      3. Enter a negative number in the RECEIVED PAYMENT AMOUNT field

      4. Click SAVE

      Enter the information in the pop-up

      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.