Invoice Level Supplemental Documents

• Ability to upload documents to invoice records

• Ability to determine if an attached document should be available on the customer portal

Charge Credit Card Fees to Customers (APS Payments Processor Only)

• Ability to include processing fees for credit card payments when using APS Payments

  • Often referred to as Cash Discounting, this will allow you to pass credit card fees on to your customers. It should be noted that this is a very heavily regulated process and legal counsel should be sought prior to enabling. If you have any questions, please contact product@yaypay.com.

Paya Payments Integration

• Ability to process payments through YayPay utilizing Paya as your merchant service provider

Failed Payment Attempts Reporting

• The payments report will now include failed payment attempts so you can understand when and why failures have occurred

Statement Page Improvements

• Export to Excel now includes closed invoices and payments

• Custom fields can now be copied to your clipboard by clicking anywhere in the field

Dynamic Data Tags for Payments

• You can now utilize payment level dynamic data tags in your communications with your customers regarding successful or failed payments

  • Payment Date

  • Payment Amount

Business Phone Number Improvements

• International phone number formats are now supported

• Phone number extensions are now supported

Customer Portal Ability to Hide Statement PDF Download

• Optionally turn off your customers' ability to download their customer statement in PDF form

Invoices Export to Excel

• New column to show the base currency value of invoices in the export

*Release date February 22, 2020*