The appearance of the Customer Portal can be configured to adjust the way information is displayed to your end Customer. You can use the Statement link from the internal Statement Page to access/view the Customer Portal page:
All Customer POrtal settings are found in the Settings > Business page of YayPay.
You can edit/change as many settings as you want to review the appearance. Click Save on the Business Settings page for the updated configuration to take effect (keep the Settings page and the Customer Portal page opened in 2 browsers, and refresh the latter after you have saved your settings to see the effect).
The following explanation outlines what each Customer Portal Setting does:
Customer Portal - Display credit limit
If enabled, the system will display a Credit limit on the Customer Portal page. Make sure you have Credit Limit information in your data.
Customer Portal - Do not allow customers to open or download invoices
If enabled - a customer won't be able to download an invoice PDF from the Customer Portal page.
Customer Portal - Allow a customer to edit contacts
If enabled - a customer has the opportunity to edit contacts on the customer portal. When contacts are edited, it will show up on the ToDo page as a task assigned to the appropriate AR Specialist.
Customer Portal - Allow to create contacts without confirmation
By default, when a customer edits or adds their contact there is a ToDo task created to confirm this action. If the setting is enabled, the adding or edition is automatically confirmed without creating a ToDo task.
Customer Portal - Disable Billing contact notifications when add/edit contact request was declined
This setting allows disabling billing contact notifications after the add/edit contact request was declined in the YayPay system but fulfilled in the ERP.
Customer Portal - Turn off the ability to manage disputes
If enabled - a customer won't be able to open a dispute from the customer portal page.
Customer Portal - Turn off the ability to create promise to pays
If enabled - a customer won't be able to create a promise to pay from the customer portal page.
Customer Portal - Hide total balance
If enabled, customer's total due and the number of invoices will not be visible on the Customer Portal.
Customer Portal - Show Total Due by the invoice currency
If enabled - Total Due on the Customer Portal page will be displayed in all currencies of the Open Invoices for the Customer, as well as in the home currency of the Business (your instance of YayPay has the main currency configured in the Settings > Business page).
For example, if your home currency is USD, and your Customer has Open Invoices in GBP currency, the Total Due will be displayed in as many currencies as what the Customer has been billed/invoiced for.
Customer Portal - Show Total Due grouped by transaction currencies
If enabled - Customer portal Total Due info is grouped by currency (also affects {Statement balance} and {Statement multi-currency} tag)
Customer Portal - Display "Open credits"
If enabled, your customers will be able to see an additional menu, with information about not allocated documents (payments, credit memos, etc.).
Customer Portal - Hide Payments History
If enabled, your customers cannot view the invoice payment history (PAYMENTS tab) in their online Customer Portal by clicking on the invoice number (invoice view). If there are documents related to the invoice, they can be downloaded from the DOCUMENTS tab.
Customer Portal - Allow applying for open credits on payment transactions
If enabled, your Customer will be able to use the Open Credits to offset when making an Invoice Payment through their Customer Portal. This option is applicable only when using YayPay for Payments.
Customer Portal - Allow payment on account on Customer Portal
If enabled, there is a Pay on Account option in the payments tab on the Customer Portal. By default, this function is not available for your customers.
Customer Portal - Allow Scheduled Payments
Enabling this feature allows your customers to schedule one-time, full/partial payments for a future date. This reduces the risk of late payments and eliminates the need for manual payment reminders.
For Customer Portal,this function is disabled by default.
You can enable it by going to Settings | Business| Payments and checking the Allow Scheduled Payments on Customer Portal check box .
If you enable Allow Scheduled Payments on Customer Portal, you'll see an additional Scheduled Payment Date column displayed on the Customer Portal grid that shows the scheduled payment date of an invoice. You can sort the column as well as filter invoices with scheduled payments.
To schedule a one-time payment, you need to follow the same steps as when you want to make a full/partial payment, i.e. select an invoice you want to pay and click either on the Pay or Partial Pay which opens a respective Pay invoice or Partial pay dialog where you can schedule the payment.
Available payment methods for scheduled payments depend on the current business settings, i.e. on the selected payment providers and their abilities to process payments. For example, if you set a Credit Card limit it also impacts scheduled payments and their execution.
Once a full/partial payment is scheduled, you can manage it by clicking on the Manage Scheduled Payments icon.
This opens the Manage Scheduled Payment dialog where you can see the scheduled payment's details and edit some of the settings.
For more details, see the Scheduled Payments article.
Customer Statement PDF - include other adjustments to balances
If enabled, the Other Adjustments line item is displayed in the downloaded Customer Statements PDF.
This Customer Statement PDF can be downloaded from the Internal Statement Page or the external Customer Portal page (See Article link).
Customer Portal - Show AR Contacts
If enabled, the assigned AR specialist contact details will be displayed on the Customer Portal page.
Customer Portal - Hide Download as PDF link
Customer Portal - Allow autopayment installment
If enabled, the autopayment option is available for your customers on the Customer Portal. Here you can find info on how to install Auto and Recurrent payments on the Customer Portal
Customer Portal - Hide Invoice creation date in Pay on date dropdown
If enabled, the user cannot see the "invoice creation date" option in the "Pay on date" list during AUTO-PAY Total Due setup/edit.
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Customer Portal - Allow recurring payment installment
If enabled, the recurring payment option is available for your customers on the Customer Portal. Here you can find info on how to install Auto and Recurrent payments on the Customer Portal
Customer Portal - Enable authentication
By default, YayPay sends a unique and secure link to the Customer Portal via email, providing direct access without the need for logging in.
However, if you require additional authentication, check the Customer Portal - Enable authentication check box in Settings | Business. As a result, only users who are listed as Customer Level Contacts on the Statement page in YayPay can access their Customer Portal upon authentication.
These users will receive an email containing a verification code to the email address listed in the CONTACTS section of the Statement page.
TThis setting will not work when the contact record in YayPay has multiple email addresses in the email field, or if the email address is a distribution list.
Consider using the Contacts Mapping File to split up and import each email address as its own contact so that the Customer Portal authentication setting will function properly.
When the setting is enabled, customers must do the following when using the link for the first time to access the Portal page:
- Enter the email address to which a security code will be sent. The entered email address must match to the email address where the original email reminder with the link was sent to, i.e. it will be the same email address that is listed in the CONTACTS section of the Statement page.
- Enter the received code from no-reply@yaypay.com .
- Once authenticated on a device, YayPay will not prompt for additional confirmation within 30 minutes after closing the page, or until the new link is received.
Additionally, when the authentication is enabled, YayPay does the following:
- Records (for audit trail purposes) the names of users who perform any actions in their Customer Portal.
- Displays those names in the actions recorded on the Activity tab of a customer's Statement page.
Customer Portal - Allow Sales authentication
This setting allows all Sales/CS users to access Customer Portals upon authentication without being listed as customer level contacts. It only works if the Customer Portal - enable authentication setting is also enabled.
Customer Portal - Send verification code from bizs email
When the Customer Portal - enable authentication setting is enabled, YayPay sends an email with a verification code to users who try to access their Customer Portal.
By default, the sender of that email is: YayPay <no-reply@yaypay.me>.
To personalize this email with your business logo, go to Settings | Business and upload your logo in the Logo panel.
The Customer Portal - Send verification code from bizs email setting helps you establish a more professional and personalized communication with your customers. When enabled, your Company or Corporate AR Mailbox connected to YayPay (and configured for outgoing emails) becomes the sender. To learn how to configure an AR Mailbox for outgoing emails, see the Setting up Outgoing and Inbound Emails article.
Customer Portal - Hide Invoice Due Date
When this setting is enabled, your customers will not see the system's actual due date of the invoice on the Customer Portal.
Customer Portal - Hide “Status” column on Closed Invoices tab
When enabled, the "Status" column of the Closed Invoices tab on the Customer Portal is hidden.
Statement - Show Sales Orders
This setting allows showing Sales Orders both on Statement Page and Customer Portal.
Customer Portal - Show all invoices for Invoice billing contact
If enabled, an invoice level billing contact is able to view all the invoices of the customer. By default, an invoice-level billing contact can have access only to the invoices they are connected to.
Customer Portal - Show Customer's ERP ID
If enabled, the Customer's ID synced from ERP is displayed on the Customer Portal.
Allow partial payment on Customer Portal
If enabled in Settings > Business, your clients can pay their invoices partially, indicating the reason for partial pay. The list of reasons can be configured under the Disputes tab (DISPUTE/DEDUCTION CODES) in the Settings (also see the related Disputes article).
Customer Portal - Show Discounts in Grid
(becomes visible only after the Allow/enable terms and discounts for payments setting is enabled)
When enabled, the discounts are displayed in the invoices grid on the Customer Portal and applied during the payment process.
Other settings might be useful :
