- Do workflow notifications trigger on any open balance? No, we only send emails based on the invoice transaction. For example, if your cu
- How often does YayPay sync with your ERP? YayPay syncs can take anywhere from 1 to 4 hours, influenced heavily by data volu
- Do emails get sent out on behalf of the AR staff's individuals email accounts? Emails get sent out on behalf of the email account specified on your settings pag
- Why is the customer total due different from the sum of the open invoices? Total due on the account can either be calculated from the total of all open docu
- Do my customers have to create a login for their customer portal? No, your customers receive a unique statement link that will take them to their c
- At what time do workflow notifications get sent out? Workflow notifications get sent out at 9 AM PST, however, you can set the time a
- Can I trigger a resync of Yaypay with our ERP on my own? Yes, go to Settings > Integrations, choose your ERP, and click sync. This may
- What does it mean if the status of my account is an "Error"? The status field on your account shows the sending status of your last email. If
- How Do I Send a Mass Email to All Customers at Once? To send an email to all your customers: Create an email template and save it. Nav
- I get Authentication Failed error message on outgoing emails. How do I fix it? This might be an indication that your outgoing credentials don't work anymore. It
- How to get a report with average payment time (APT) by a customer? You can do that from the Aging Report page. 1. Click on a Column Selector 2. Sel
- How to exclude zero dollar invoices from workflows? Sometimes you may need to create a $0 invoice on a customer record, and you don't
- How to exclude invoices with open Dispute from workflows? By default, if a Dispute is open, invoices are not excluded from the workflows. A
- Why are not my contacts updated in YayPay after I change them? By default, YayPay is considering the ERP system as a system of records for conta
- What internet browsers are supported? YayPay supports the most recent versions of Google Chrome, Firefox, Microsoft Edg
- Why are billing contacts being removed from the customer record? If the contact information is not on your ERP system, at the time of the sync, em
- How to deactivate a Statement link If you need to deactivate the Statement link that has been already sent to your c
- Why can’t I include/exclude an invoice to a workflow? You can assign a customer to any workflow on Collection Workflow Page or Statemen
- Why is it better to create e-mail templates in YayPay system? In most cases, it will not be a problem whether the template is created inside or
- I cannot download an Excel file of Aging Report We offer to disable additional data in Aging Report so it can be downloaded faste
- How to get new Sales and CS users to access YayPay? After you create/add a new Sales/CS User, the status of the User Account will be
- Total Due on Dashboard There are 2 conditions of the Total Due number on the Dashboard Page Total Due r
- How do I see all the documents that create the balance? The balance in YayPay is calculated from the open documents (unpaid invoices, una
- How can I adjust the credit limit for a customer? 1. Go to Settings -> Excel Mapping 2. In the dropdown choose Credit Mapping Ex
- Why are not all/too many reminders sent? I don't want reminders to be sent for each invoice When a customer has multiple
- I cannot log in If you can't log in to the YayPay application: 1. Please check the credentials y
- How can I download a receipt after the payment was done? On a Customer Portal/Statement page A transaction receipt can be downloaded after
- A NetSuite invoice doesn't contain Amount Due field By default, the Invoice PDF file doesn’t include the Amount Due field. To add t
- Why is only one payment type available? Depending on the currency used and payment type (Invoice Payment, Auto-Pay, Pay o
- How is data affected when the connector sync with your ERP is paused/resumed? First, you should distinguish between the disconnection and pause of the synchron
- Can I sync Statement links with my ERP system? No, currently YayPay does not offer syncing Statement links with any ERP system.
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