In payment management, you have the ability to provide payment plans with installments. For each installment, YouLi sends automated reminders ensuring that your travelers stay on top of their payments.
1. Choose Bookings Mode
Access this option for a Trip by clicking Update Trip -> PRICING or by clicking the Price in the header or by clicking UPDATE TRIP on the left.
2. Once in Bookings Mode: Set Payment Instalments & Due Dates
Payment Plans using Installments
You can provide an installment plan for your travels (only one per trip, not one per traveler). This can be as simple as:
- Deposit (add by clicking the green button)
- Balance Due (always there)
When you create the Deposit you'll be prompted to choose whether it is Fixed or Percentage. Once selected, you'll have to delete to change, so choose wisely.
After you've added the deposit you can continue to make it as complicated as 6 installments spread over 6 months. Just keep clicking to add.
Click on the pencil icon to the right of the installment, to set when they are due and whether automated email reminders are sent in the popup.
Fill in all the information and be sure to select update.
Specific or Relative Due Dates
Due dates are shown in the emails and in the Trip Page.
They can be either:
- Set Date (same for all travelers)
- Relative to Registration Date (dynamic per traveler)
Use the toggle under the input box to switch between the two.
NOTE: You can still change the due date after selection. NO EMAIL FOR PAYMENT will be sent to a traveler who has completed their deposit or payment. An automatic email will only update the travelers who still need to pay.
3. Enable/Disable Automated Reminders
By default, trips only have one installment: "Balance Due" and no Due Date is set. So no automated payment reminders will be sent.
To enable automated reminders you will first have to add a deposit
After filling in the information be sure to select send automated reminders
When a traveler registers for a trip with a deposit reminder set, YouLi sends up to 3 reminders on your behalf.
Sometimes people register for trips and then decide they don’t want to go. Now the email will be more clear about the option to “Pay” or “Decline”.
NOTE: Automated reminders for payments are only sent if the Trip has Set Departure dates set AND the installment has the option enabled.
They are not sent if the installment has been paid. Learn more about Automated Reminders and Confirmations that you can utilize in YouLi.