You can choose to pull a report from Manage People that groups your travelers by invitation group and includes the invoice summary.
'One row per invitation group, including invoice summary'
Firstly, filter your view or report based on the traveler status you want to pull...
You can choose from the different Registration and Payment statuses on YouLi. Learn more about YouLi Registration Type and Payment Status in our help documentation.
How do I access this report that shows me add-ons and tasks? How do I pull a .csv or excel?
If you want to export this information into a csv or excel, all you have to do is select all and then click the EXPORT SELECTED.
The report shows each row as one of your travelers and will include information such as:
- Trip Name
- Traveler Status
- Reference Code
- Booking Date (if this is not populated, it means the invitation group has not made a payment)
- Traveler Name
- Traveler Email
- Traveler DOB
- Traveler Phone
- Invitation Group Name
- Extra Invitation Group Traveler Name
- Extra Invitation Group Traveler DOB
Then you will see the invoice summary and more.
- Arrival Date
- Departure Date
- Number of Nights
- Total Price
- Planner Notes
- Tracking Medium/Source