AutoPay is in trials - read on to see if you qualify. Skipped Installments are more clear on Payment Schedules.
🏧 Stripe AutoPay: Trial in progress, starting November 7th
- Free Trial is available for qualified accounts, beginning Nov 7, but you
- Must have Stripe
- Must have SAVE CARD enabled already with Travelers that have saved cards
- Must have approved consent terms for AutoPay
- Must coordinate rollout plan with YouLi Support and agree to 2 product feedback sessions in November
- Watch the product workshop where we discuss how to enable and configure AutoPay to improve your cash flow with less manual intervention.
AutoPay - avoid same day scheduled installments
During the trial, we recommend avoiding scheduling installments on the same day.
Scheduled payments are processed every 2 hours.
Changes to defaults for AutoPay consent + reminders
We've revised the defaults based on feedback from the trials.
Reminders sent are shown on the TripBoard Activity Feed (as well as the Trip Activity Feed) - so you can see that reminders have been sent for upcoming payments for each person.
Read more about AutoPay configuration
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☯️ Skipped Installments - when a Balance Payment drops your Traveler out of the Payment Schedule
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This has caused a bit of confusion, so we are dedicating more time to explain and support the change in payment schedules to include the concept of "Skipped" Installments.
Read the FAQ
FAQs
Q: What's a Skipped Installment?
A: When a payment is made against the balance (not against the Deposit or other Installments), it now drops the Traveler out of the Payment Schedule and shows the missed Installments as "Skipped".
Q: How do I avoid this?
A: Ensure that when you apply Manual Payments, you select an Installment.
Q: What if I need to apply a discount as a Manual Payment?
A: We recommend using Line Items instead
Q: What if a Traveler chooses to "Pay in Full" and then their price increases?
A: That's exactly the case this feature solves for - regardless of how many Installments have been previously paid, when the "Pay in Full" option is selected, it applies to the balance and any unpaid installments become "Skipped". This allows the Traveler to then make payments agains the amount "Owing" - without being prompted for overdue Installments which have actually been skipped.
Q: What if a Traveler uses Chip Away to pay more than an installment amount?
A: Those overpayments used to apply to the balance, but they now roll into the next Installment, to start chipping away at the next due Installment. This means that extra amount will no longer drop them out of the Payment Schedule.
Q: What if there is a payment against the Balance that should be allocated to an Installment?
A: We are working on a feature to allow Planners to re-allocate payments to different Installments, until that is released, if there's a critical case where you need a payment re-allocated, open a support ticket
Need an example to get it 💯? You got it...
1. In this example: Jeremy has "Paid in full" over a few payments - now he owes $0, so there is no payment schedule or payment options
2. Then, the price increases and the amount owing ($800) now shows in the balance only (not spread across outstanding Installments - those are skipped). The only option is to pay the balance (or Chip Away if enabled).
This ONLY happens when a payment is made to the balance.
NOTE: If the price goes up after they have made some Installment payments but not paid any towards balance, then the Installments will become part paid for Percentage and Dynamic installment plans. To avoid this, use FIXED or PRETTY PERCENTAGES so small changes will not impact the amount owed on each Installment when the price changes.
NEED HELP? If you have a case where someone ends up with an incorrect allocation of a payment against the balance and you need them to get missed Installment reminders, contact YouLi Support to request a manual correction.
📱 White Label App
Interested in getting your own branded Mobile App, learn more
💪 9574 - Ensure only Team Members can Push to Your App
💪 9587 - Include details about who was pushed/not pushed for Push to Your App in the Activity Feed
💪 9603 - Ensure Itinerary Items that are visible based on Category are Pushed correctly to App
🐞💪 Bugs & Enhancements
- 🐞 9586 - Oops error when adding a Team Member. FIXED
- 🐞 9615 - Cover all payment cases for Reho change to use Trip Short Name
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🐞 9612 - Checkbox saved value as false. FIXED
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🐞 9475 - PayPal - trim to 128 characters to avoid "invalid" error
- Resolved: Cyber wallet incident
Need more help?
Reach out to the YouLi support team via a 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, as we will walk you through the features and best practices.