When a Balance Payment drops your Traveler out of the Payment Schedule and shows "Skipped" installments
PLANS: All
Are you seeing something like this? Read on to learn more
Don't care why it happens, just want to fix it?
Use the "Change Installment Allocation" feature from Manage Payments.
Watch this video to see how:
This ONLY happens when a payment is made to the balance.
This applies when a payment is allocated to the balance shown on their invoice. The two main cases that result in "Skipped" Installments
- A payment is applied to the balance for some reason but should not have been
- Traveler paid in full and then their price increases so they owe more
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 with Manual Payments?
A: Ensure that when you apply Manual Payments, you select an Installment from the dropdown:
Q: What if I need to apply a discount as a Manual Payment?
A: We recommend using Line Items or Add-ons with negative value instead
Q: Does this happen on all Payment Schedule Modes?
A: Yes, the same logic applies to all modes, Learn More about Modes
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.
If the payment was made prior to November 7, 2024, the extra might have been allocated to the balance, so it will need to be move. Contact YouLi Support to request a manual correction.
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.
🗒️ In New Features 2.189/2.190 we introduced "Skipped" installments