Late fees, change fees, non-optional extras: Add a line item cost to the invoice via the TripBoard
PLANS: Plus Annual, Grow, Enterprise. Upgrade now to gain access
Invoice Line Item
If you need to add any kind of extra cost (or
- Click on the right Trip card from Dashboard
- Find the person in the Trip CRM that you want to add the line item to
- Click their name or the clipboard icon to open their TripBoard
- Scroll down to the Line Items section and click to ADD LINE ITEM - watch video for more details
CAUTION: If you increase the price when the Traveler has already paid in full, they will skip all the installments that were not paid. Learn more about skipped installments.
Add a Discount via Line Item
If you need to apply a discount, simply follow the steps above but use a negative amount instead of a positive amount.
Suppliers
This feature tracks these line items against your own business as the Supplier.
ENTERPRISE ONLY - Track more than just fees and extras from your own company, also track other Supplier line items. Contact sales@youli.team to learn more.
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.