Your Travelers that are registered on YouLi receive both automatic payment reminders & automatic payment confirmations.
NOTE: Payments Reminders are not sent for Estimated Prices
Reminders are only enabled if Instalment Due Dates are added. If no dates are set, then NO reminders are sent. Due Date is optional for the Remaining Balance Due, but recommended to enabled Payment Reminders.
Payment reminders take priority over Task Reminders. So if there is a Payment and a Task due on the same day, only the Payment reminder will be sent.
However, once on their Trip Page, they will be prompted to complete the Task after Payment has been made in the banner at the bottom.
You have to turn on your automatic payment reminders. Do that in the installment popup underneath the due date.
Example of a Payment Reminder:
The email shown below in the animated GIF is the same in each of the three reminders except for the subject line which indicates when the payment is due:
- DUE SOON (1 week before Payment Due)
- DUE (On Due Date)
- OVERDUE (2 days after Due Date)
A message is emailed after payment is made to confirm and thank your traveler for paying. The traveler will also receive a direct payment pending email if they make a direct payment that needs to be confirmed by you as the Trip Planner.
NOTE: Although your traveler will receive the confirmation email that includes price, date, & item you also have the option to send a Tax Invoice.
Example of a Direct Payment Pending Confirmation:
The email shown below in the animated GIF showing the email sent to travelers when they make a payment using a Direct Payment method where their payment must be manually confirmed by Planners.
Example of a Payment Confirmation:
Pro-Tip: Make yourself a traveler on the trip & go through some of the payments & tasks to experience & see the emails. Then when ready, delete yourself as a traveler.
Want to learn more about automatic emails that go out on your behalf through YouLi to your travelers such as who do the emails come from or how do email templates work? Explore our Automatic Email Help Doc. Also, discover How To Stop Automatic Emails.
For a visual walk-through, watch our help-video below: