Rules Engine - Attach Payment Receipt option

• Ability to attach a receipt in automated emails. Once the invoice is fully paid in YayPay, the system can send a payment receipt to the end-user upon a configuration in the rules engine.  

Security Groups - Additional functions to restrict 

• Restrict the ability to copy statement link (Settings --> Security Groups)

Recurring Payments - Add an option for semi-annual 

• Added more flexibility for recurring payment flow: now semi-annual: every 6 months starting with the defined date.  

Int'l credit checking 

• Extended DnB credit inquiry functionality so that users can pull credit reports for international customers 
• Available countries: Canada, France, Germany, Ireland, United Kingdom, United States 

DUNS number  (NetSuite, Intacct, CSV) 

• Ability to assign manually or sync from the external source (NetSuite, Intacct, CSV) a DUNS number for a customer.  

Communications 

• Ability to permanently delete incoming emails, including attachments that contain sensitive data like credit card information. All data is deleted from the system and cloud servers.  

To Do - Send invoice level email when the to-do is linked to an invoice 

• Ability to send invoice-level reminders from the To-Do page, both single and group. Warning: mixed selection of To-Dos (invoice and customer related to-dos selected together) will result in group sending of customer-level emails.  

Integrations enhancements:

Acumatica: ERP custom fields 

• Ability to set up Customer level and Invoice Level custom fields for Acumatica integration (Acumatica native fields only are available for set up).  

• Intacct: Download "Ship to" field as an invoice billing contact

Additional enhancements: 

• New columns in the Invoice Page excel report:  "Dispute Code" and "Dispute Open Date"
• "Reply to" field for SendGrid (can be set up in Settings --> Emails --> Outgoing emails)
• Dynamic table for all open invoices in E-mail templates
• New operators for rule engine custom conditions "Is empty" and "Is not empty"
• Show negative days overdue for invoices that are not due yet
• "Customer Statement - Show Total Due grouped by transactions currencies" checkbox

*Release Date: December 26, 2020