Automatic and Recurring Payments on the Customer Portal

• Allow your customers to setup and modify auto payments and recurring payment schedules directly on the customer portal to increase adoption of scheduled payments

  • New business setting to enable or disable the feature per subsidiary

Single Sign On using SAML

• Enable single sign on support utilizing any SSO provider that supports SAML protocol

For additional information, see Single Sign On.

Enhanced Rules Engine Events

• New event for auto or recurring payments setup/changes

• New event for changes to the customer letter grades

Enhanced Payment Profile Reporting

• Filter the Aging for customers that have saved payment profiles

• Filter the Aging for customers that are setup for auto or recurring payments

Sales Rep / CS Login Support

• Optionally enable your sales reps and customer success the ability to login to YayPay instead of only following the sales aging link

Customer Statement PDF Invoice Currency Support

• Subtotals will now display for each currency in which the customer has transacted when setting Customer Statement - Show Total Due by the invoice currency is enabled

Unlimited Custom Fields

• There are no longer restrictions on the number of custom fields you can integrate and both the customer and invoice levels

API/CSV Support for AR/Sales/CS Assignments

• Automate the assignment of AR, Sales, and CS to the proper customers when using the API or CSV integration methods

Additional Enhancements

• Communications embedded image support

• Ability to include prior attachments in forwarded messages

• Ability to review/edit prior text in email threads

• Email matching to customers via custom fields

• Quarterly recurring payments option

• Define and push payment methods to NetSuite with cash app transactions

• Aging report filter for parent customers only

• Automated reminder support for dynamic Cc and Bcc recipients

• Custom field configuration for API customers

• Differentiate if promise to pay was opened by a user or the customer

• Push YayPay payments to Acumatica

*Release date June 20, 2020*