---
title: New Features - Release 2.193 - Dec 18, 2024 - Partial Manual Payments & Change Installment Allocations
description: Move your installment allocations to smooth our the installment schedule and make partial manual payments or make a charge
---

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# New Features - Release 2.193 - Dec 18, 2024 - Partial Manual Payments & Change Installment Allocations

## Move your installment allocations to smooth our the installment schedule and make partial manual payments or make a charge

### 👀 Recording of our December Workshop

<iframe width="560" height="315" src="https://www.youtube.com/embed/JWiVY70EwpU?si=CVqcgU3pJYVN9KQJ" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

**What we covered**

- Magic Links 
    - Pros and Cons

- Traveler accounts 
    - What do they see when they log in to their dashboard
    - How to know they have an account
    - Requiring login (account) for security and/or operational consistency
    - Platform White Label vs White Label Domain
    - Enrolling in AutoPay requires a Traveler Account
    - **COMING SOON:** Save more to Traveler Profiles

#### 👩‍💻 Notify Planner when a $0 booking is made via Checkout Flow

- Previously, if a booking was made via Checkout, it did not notify the Planner via email since no payment was made.
- Now, a registration confirmation email is sent to all "Listed as Contact" Planners on the trip.
  
  *#9672 - Thanks to Live N Learn for reporting*

### Smooth out Traveler Payment Schedules

Watch this video to see these features in action:

<iframe src="https://www.loom.com/embed/d2419ac899fd4bcb88c732265451d0c2?sid=fad68684-046e-4e07-ab48-434718f5a597" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe>

#### 📦 Ability to move an Allocation from one Installment to another

- If you're finding there's an issue with an Invoice, it could be because an allocation is on the wrong installment. This happens sometimes, with [Transfers](https://support.youli.io/how-to-transfer-move-a-traveler-to-another-trip?hsLang=en) or [Chip Away](https://support.youli.io/chip-away-faq?hsLang=en) or [Manual Payments](https://support.youli.io/4412041306511-how-to-add-a-manual-payment-for-a-traveler?hsLang=en) that weren't applied correctly.
- When a payment is against the balance, it triggers ["skipped" installments](https://support.youli.io/skipped-installments-when-a-traveler-pays-the-balance-and-then-their-price-changes?hsLang=en) - if you're seeing that and would prefer to avoid that, please use this new feature to MOVE the installment from the balance.

*#9608 - Thanks to everyone for sharing feedback to improve this experience*

#### 💸 Allocate a Manual Payment to an Installment that is Partially Paid

- If a TRAVELER has paid an Installment, but then you receive an extra payment (maybe because they added an Add-on) you can apply that as a "partial" Manual Payment to the previously paid Installment (thus avoiding the ["skipped" Installments](https://support.youli.io/skipped-installments-when-a-traveler-pays-the-balance-and-then-their-price-changes?hsLang=en) that happen when a payment is made to the Balance).
- Previously, you could not allocate another manual payment if there was already a partial payment made to that Installment. So you might have allocated to the Balance before it's the right time (triggering [Skipped Installments](https://support.youli.io/skipped-installments-when-a-traveler-pays-the-balance-and-then-their-price-changes?hsLang=en)).
- This is very helpful if you've setup a monthly payment schedule, but they are sending checks or bank transfers on a weekly basis, so your finance team is recording them as manual payments
- **NOW: You can allocate a payment to *any* Installment. The default will be the next Installment that has a due amount.**

*#8616 - Thanks to everyone for sharing feedback to improve this experience*

#### 🎗️ Skipped Installments no longer send reminders

- We introduced ["skipped" Installments](https://support.youli.io/skipped-installments-when-a-traveler-pays-the-balance-and-then-their-price-changes?hsLang=en) this year to handle cases where people pay in full - but then their price increases for some reason.
- Reminders never send if the TRAVELER owes $0, but if they do owe greater than $0, reminders were still sending for "skipped" installments. **Those are now stopped.**
- So if you need someone who had paid in full and now owes a bit extra to get a reminder - you'll need to send it manually from "Manage Payments."

*#9585 - Thanks to everyone for sharing feedback to improve this experience*

#### 🌐 Location link now opens in a new tab on Highlights & Itinerary

When using the Location field on a Highlight or Itinerary, that link automatically goes to a Google Maps window. Now it also opens in a new tab.

*![open-location-link-new-tab](https://support.youli.io/hs-fs/hubfs/Platform%20Screenshots/open-location-link-new-tab.png?width=355&height=270&name=open-location-link-new-tab.png)*

*#9639 - Thanks to Australian Destination Wedding client for reporting*

### 🐞💪 Bugs & Enhancements

#### 👭 Paying Separately - one paid in full, the other still owes - FIXED

When using the [Book together/Pay separately](https://support.youli.io/book-together-pay-separately?hsLang=en) feature, it's possible for one person to pay in full and the other to still owe their deposit. 

There was a bug that blocked the second person from paying their Installments; in this case that has now been fixed.

*#9704 - Thanks to Lisa Laws from The Black Onyx Group for reporting*

#### 🌐 Global Bookings Report just got faster

- If you don't have this report, we recommend the upgrade to unlock it. Questions about how to obtain this report? Contact sales@youli.team.
- [Learn more about all the ways you can view your Bookings data across trips](https://support.youli.io/global-bookings-report-see-all-bookings-across-trips-rolled-up-by-report?hsLang=en)
- This report is now optimized for larger accounts avoiding timeouts and slow load times.

*#9721, 9712 - Thanks to Select for sponsoring this feature when they joined 3 years ago.*

### Bugs and Enhancements

- 💪 9626 - Change "Enable AutoPay" to "Enroll in AutoPay" as the default prompt for TRAVELERS when [AutoPay](https://support.youli.io/how-to-automatically-charge-people-on-a-payment-schedule-using-autopay?hsLang=en) is enabled on the account
- 💪 9624 - Added a missing space in the log record when a coupon is used
- 💪 9714, 9715 - New APIs for [White Label App](https://support.youli.io/how-to-use-your-white-label-mobile-app?hsLang=en) integration
- 💪 9667 - I'm Attending dashboard: replaced the YouLi balloon with an arrow linking to Trip Page. *Thanks to Live N Learn for reporting*
  
  FROM:  
  ![old-traveler-links](https://support.youli.io/hs-fs/hubfs/Platform%20Screenshots/old-traveler-links.png?width=345&height=138&name=old-traveler-links.png)  
  TO:  
  ![go-to-trip](https://support.youli.io/hs-fs/hubfs/Platform%20Screenshots/go-to-trip.png?width=344&height=115&name=go-to-trip.png)
- 💪 9668 - Made the errors coming back from PayPal for declined cards prettier. *Thanks to Prometour CA for reporting.*

### COMING SOON

*These changes didn't make this update, but will be out next quarter*

**ITINERARY LIBRARY**

---

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