One payment option provided with a Premium membership is direct payments via bank transfer. This payment method provides a fee-free way for your clients to pay you.
Meaning there are no YouLi transaction fees, it goes from their bank account to your bank account. However, it can take a few days for the payment to transfer and you will have to click "Mark as Received" to track the payment in YouLi.
PRO TIP: If you are accepting payments in a currency like USD, but your business bank account is in another currency (like AUD or NZD for example) then you can setup a TransferWise account in USD to accept payments with FX fees. This allows you to pay your suppliers before settling the profit to your business account. FX fees can really add up, and your first transaction is FREE if you sign up with this link. You can even settle Credit Card payments from Stripe or Square to it!!
How to set Default direct payments via bank transfer instructions:
Only the Team Owner (or Admin) can configure the default bank transfer instructions. Setup the default bank transfer details from Account, then click on the PAYMENTS tab.
Enter the default bank instructions in the provided box.
Be sure to click SAVE!
NOTE: Team Members cannot change the Bank Transfer instructions on the Trip, but Team Owners and Admins can.
How to enable direct payments on a Trip
Go into the trip you want to add direct payments via bank transfer as an option.
Click UPDATE TRIP and go into the COSTS tab. Be sure the price is finalized and check the PROVIDE BANK TRANSFER INSTRUCTIONS.
PAYMENT OPTION SHOWN TO TRAVELER
Using another payment option? You can change it from BANK TRANSFER to any other term you want so travelers can see exactly how they will be making the payment.
Just fill in the box titled PAYMENT OPTION SHOWN TO TRAVELER after you click the check box
Again, be sure to click SAVE CHANGES!
TIP: Make sure to specify who is responsible for any banks fees involved or if you are offering a discount for choosing this option.
$$ Once saved, Registered Travelers will see the option when they click to pay.
Traveler: Checkout Experience from Cost Tab
When a traveler decides to purchase the trip, they will see the options you have selected as the Planner.
Here's an example where DEPOSIT is selected as the instalment to pay and there are two payment options (Credit Card and Direct Bank Transfer).
When the traveler selects "Direct Bank Transfer" the instructions provided as the Planner will appear, like this:
Once they click the button, they will receive a confirmation including the instructions, reminding them to complete the transfer.
This payment will show as PENDING until you MARK AS RECEIVED.
Planner Process: Confirming Payment Received
When a traveler chooses to pay you via a direct payment option, like Bank Transfer, the Main Contact will receive an email alert that they have made the transfer.
NOTE: These Payments remain in a PENDING state until confirmed received by a planner on the trip. This means they are not shown in the Payments Report and do NOT count towards the total shown at the top of Manage Payments.
Once payment is received to your bank account: Click from the email OR, go to Manage Payments from your dashboard.
All Planners (not Trip Coordinators) on the trip will see the expanded row with pending direct payments.
Click ACTIONS next to the pending payment, then choose 'Mark as Received' to confirm payment has been received.
If this was done in error, click DELETE to remove this pending payment.
Confirm that you want to send the confirmation email and the traveler will be notified.
Traveler Experience: See Confirmed Payment & Invoice
The traveler will receive confirmation that the payment was received and if they click the magic link from that email they will see their payment as GREEN and no longer pending, as shown in the example below.
Once they see their payment has been received, they can also email themselves an invoice - of the Planner can click to send it using VIEW AS.
1. Why are my Travelers are seeing that "Payments have been disabled"
If the Trip Page is showing this error then it is because you configured Direct Payment options while on another package (FULL TRIAL or CREW) and now the Trip Owner's account is GUIDE.
The Trip Owner will need to Upgrade to re-activate those payment options OR enable Credit Card payment method so travelers can book directly.
TRIP PAGE CHECKOUT:
2. Why can't I see the direct payments/bank transfer/paypal options as a Planner?
If you are in the GUIDE plan you'll need to unlock this premium feature, upgrade your YouLi account to at least CREW
Be sure that you have clicked FINALIZE PRICE in your trip so that you can configure Direct Payments payments.