This section provides an overview of the redesign of the Customer Portal page, highlighting the key differences between the previous and current versions.

The current version has been completely overhauled to offer you an enhanced user experience, with improved functionality and a variety of exciting new features.

What it Brings to Our Customers

• Improved user experience that makes finding information faster and easier. 
• Enhanced efficiency, saving customers time and effort while improving overall productivity.
• Improved payment flow that aligns all cases in one modal view.
• Better experience when managing saved payment methods.
• Improved grid view with extended options for sorting and filtering data.

With our new portal, you can:

• Manage your payment accounts.
• Send emails directly from the header.
• Use the action bar above the grid to perform tasks such as paying for invoices, opening disputes, downloading invoices and more.
• Sort and filter available columns, which now provide more information.
  
  

The appearance and behavior of the Customer Portal web page can be further configured and adjusted in Settings | Business page in YayPay.

The following sections summarize the key differences between the previous and current versions.

Design

Our Customer Portal web page has undergone a design improvement to bring it in alignment with the user interface of YayPay.

Action Bar

In the current version, we moved the action bar above the grid. When selecting invoices, only relevant actions are accessible.

Grid Columns

In the current version, the grid offers more detailed information and you can sort and filter the data in some of the columns.

Making Payments

In the current version, the Pay action is located in the action bar above the grid and on the right side of the selected invoices.

To make a payment, select the invoices and click on the Pay icon.

Paying Single Invoice

In the current version, we improved the Payment dialog when paying for a single invoice.

To make a payment, select an invoice and click on the Pay icon located in the action bar above the grid or on the right side of the selected invoice.

Paying Multiple Invoices

In the current version, we improved the Payment dialog when paying for multiple invoices.

To pay for multiple invoices, check the respective check boxes next to the invoices you want to pay and click on the Pay icon located in the action bar above the grid.

In the Payment dialog that opens, choose a payment method, i.e. Credit Card or ACH, depending what is available. Then proceed to complete the payment process.

AUTO-PAY Payments

In the current version, we improved the design of the AUTO-PAY tab located on the right side of the page.

Pay on Account Payments

In the current version, we improved the design of the PAY ON ACCOUNT tab located on the right side of the page.

Manage Payment Accounts Option

In the current version, we moved the Manage Payment Accounts option to the header of the Customer Portal web page for easier access.

Send Email Option

In the current version, we moved the Send Email option to the header of the Customer Portal web page for easier access.

Contacts

In the current version, you can edit contacts individually.

For more details about the Customer Portal web page and its functionality, see the Customer Portal Overview section.