After the payment is made from the Customer Portal the invoice status changes to Pending.
While in this status there is no possibility to apply any payment on the statement page as well, note the below message:
If the system does not receive any confirmation of payment from your ERP, its status remains Pending for 7 days, after which it expires.
To find out about any payments made through YayPay, request payment info from YayPay’s API by calling a GET/manual-transactions endpoint:
For now, payment is marked as Applied in YayPay’s Cash App and sits in Open Payments:
To move the payment from open to closed following finalizing steps should be done:
When you create a payment in Cash App (with or without allocation to invoice), select it and click "Push to ERP"
When the payment is pushed to ERP, the call includes the "external_id" of the payment, generated by YayPay in order to compare it with that of the received payment to transfer its status to "synced"
Update invoice and payment open balance, as well as the status by POST/invoices call
Payments are shown on the Customer Portal:
The process flow is as follows:
Process Flow
Statuses Flow
