---
title: New Features - Release 1.163 - Oct 12, 2023 - Square Gateway option + Planner Notes + Catchup Payments
description: More gateway options for all plans now includes Square. Leave notes when marking received payments and a new option for catchup payments.
---

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# New Features - Release 1.163 - Oct 12, 2023 - Square Gateway option + Planner Notes + Catchup Payments

## Gateway options for all plans now includes Square. Leave notes when marking received payments and a new option for catchup payments...

### ![square-payments-logo-png-transparent-background-vertical](https://support.youli.io/hs-fs/hubfs/square-payments-logo-png-transparent-background-vertical.png?width=412&height=261&name=square-payments-logo-png-transparent-background-vertical.png)

### 😍 Square now available for all USD plans

Even if you're just starting out, now you have one more regarding your connected gateway: **Square.**

Our default payment gateway is Stripe, and we also offer connections to PayPal, Authorize. Net and Cybersource. 

#### Why would you want Square as your payment gateway?

- Stripe is not suitable for your business based on their terms/policies
- Square terms are more applicable to your business
- You already have a Square account that you're comfortable with

**NOTE:** Square is only compatible with Credit Card payments, so [if you need ACH or Afterpay, we recommend using Stripe.](https://support.youli.io/stripe-payment-methods-ach-afterpay-direct-debit-wallets?hsLang=en)

#### How to get access to Square as your payment gateway

Go to Account -\> Payments. 

**SORRY!** We can only support Square for Trips selling in USD (as the currency) for all plan types outside of Enterprise (**Explorer, PRO, Venture**, etc.). However, we can support any currency, while using Square, at the **Enterprise** level.

*8433*

### 🗒️ Notes for Pending Payments when Marking as Received (or Not)

- Now when you're marking a pending payment as received (or not received) you can amend the Planner Note, just like you can with Manual Payments.
- From Manage Payments, when a payment is "Pending," click the ACTIONS button to "Mark as Received" as shown:

![manage payments pending payment](https://support.youli.io/hs-fs/hubfs/Platform%20Screenshots/manage%20payments%20pending%20payment.png?width=688&height=280&name=manage%20payments%20pending%20payment.png)

 

BEFORE: the only option was whether to send a confirmation email

*![mark as received without planner note](https://support.youli.io/hs-fs/hubfs/Platform%20Screenshots/mark%20as%20received%20without%20planner%20note.png?width=365&height=247&name=mark%20as%20received%20without%20planner%20note.png)*

NOW: you can also add/amend the Planner Note for this Traveler

*![mark as received with planner note](https://support.youli.io/hs-fs/hubfs/Platform%20Screenshots/mark%20as%20received%20with%20planner%20note.png?width=369&height=341&name=mark%20as%20received%20with%20planner%20note.png)*

***Supported by Select International***

*8388*

### 💸 Catchup Payments - include or exclude "Due Soon" payments

- When a Traveler books in late or has overdue payments, YouLi automatically includes the "Catchup" (overdue) payments in the total due.
- By default, the Invoice will also include any "Due Soon" payments. These are payments that are due within 7 days - so they would qualify to send automated reminders.
- This is not always desirable if you have Travelers that are more budget-conscious and want to pay their deposit today, but not the next Installment until it is due (7 days from now).
- So we now have the option to exclude the Due Soon payments!🙌

[Learn More about Catchup Payments](https://support.youli.io/catchup-payments-how-to-ensure-all-overdue-payments-are-required?hsLang=en)

***Supported by Reho Study Tours***

*8354*

### 💳 Make a Charge now enabled for PayPal

This feature works really well with the ["Pay By Phone" option](https://support.youli.io/360001333075-no-fee-direct-payment-methods-up-to-4-options?hsLang=en), so your Travelers (usually older) can call and read their card to you over the phone. Then your staff and enter the info from Manage Payments via Make a Charge.

*Now enabled for PayPal-connected accounts.*

*8444*

### 😎 PayPal option now available for Per Trip Gateway

Did you know that **Enterprise** accounts can connect different gateways for each Trip? 

*Now enabled for PayPal as well as Square and Stripe.*

[Learn More about the Per Trip Gateway feature](https://support.youli.io/how-to-per-trip-payment-gateway?hsLang=en)

*8444*

### 🌗 Duty of Care begins with Smart Traveller Alerts

[![smart traveller logo](https://support.youli.io/hs-fs/hubfs/smart%20traveller%20logo.png?width=319&height=82&name=smart%20traveller%20logo.png)](https://www.smartraveller.gov.au/destinations)

- Knowing that your Travelers have been informed of any alerts provided by the government about the locations they are traveling to provides you with peace of mind and helps with your Duty of Care obligation.
- YouLi will be subscribing to [Smart Traveller alerts](https://www.smartraveller.gov.au/destinations) and informing your Travelers automatically based on the country they are traveling to if there are alerts

**Enterprise only - Limited release**

***Supported by Reho Study Tours***

*8287*

### 📎 Generate PDF - now enabled on White Label Domains too

Did you know YouLi offers a feature to allow Planners to generate a PDF for their Travelers?*Now this feature works even if you're logged into your White Label Domain!*

[Learn More about PDF generation](https://support.youli.io/how-to-create-itinerary-pdf-confirmation-per-person-from-tripboard?hsLang=en)

*8104*

### Bug Fixes & Enhancements

- 💪 8455 **-** Balance Due will now sort to the bottom on Trip Page invoice even if there is no due date - (but you should still set a due date!)
- 💪 8458 **-** Reduce data required when accessing Accounts pages, should improve performance
- 🐞 **8371 -** Some activities did not have the right type in the Trip Activity Feed, these have been fixed to make searching more accurate.
- 🐞 **8339 -** Secondary Travelers added to the booking during checkout will now have their own Reference Code generated, this is important if they are removed from the Invitation Group in future and need their own code.
- 🐞 **8449 -** PayPal payments will now record properly in the activity feed and send the correct confirmation emails
- 🐞 **8450 -** Resolved incident with broken links in reminder emails - clients without [White Label Domain](https://support.youli.io/4405271268495-white-label-domain-custom-domain-masking-on-youli-io?hsLang=en) may have received complaints of broken links in reminder emails.

 

---

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