Outsourced Mail*
Check out our new Outsourced Mail Service, which is an extremely useful tool for those who operate sending physical mail.
Outsourced mail service is used to send physical mail with invoices and/or customer statements to your customers.
The physical mail is configured within YayPay either manually (using the "Send Mail" icon) or automatically (using Workflows).
The sent mail can be reviewed on the Communications page, as well in the Activity section of each Customer's Statement.
The link to Outsourced Mail tutorials will be provided after the release date.
*To get the Outsourced Mail feature, contact your account manager.
System Features
New event "Credit Score has changed by X points" in Workflows/Global Rules
Advanced Credit* users now can plan their interaction with the customers based on Credit Score change.
*To get the Advanced Credit module, contact your account manager
New columns added to Credit Mapping Excel file
New attributes (columns) were added to the Credit Mapping Excel file: CreditSafe ID, CreditSafe Rate, D&B PAYDEX, Experian ID, Experian Rate, Year Started.
The listed attributes thus can be imported to YayPay and displayed on the correspondent customer record, submitted forms (if any), and automatically included in the Credit Score calculation.
For a more detailed description, refer to Excel Mapping.
Ability to hide invoices without PDFs from the Customer portal
The "HIde Invoices" functionality was enhanced with a new rule which allows hiding invoices with missing PDFs from the Customer's Statement.
The hidden invoices are also absent in the "Download Statement" PDF file.
Workflow Sending/Cut-off time adjusted for clients with a too big time difference
New business setting "Workflow/ Global Rules - Use Sending time as Cut-off time" is suggested for companies having clients with the big time difference, e.g. from Australia, etc.
If you enable this setting, the "Cut-off time" for all Workflows and Global Rules events will be a sending time selected in (Workflows/Global Rules) settings.
Note: to enable this setting, contact your account manager or YayPay's support team (support@yaypay.com).
Statement Page: maximum number of supplemental documents increased to 10
The number of documents uploaded on the Statement Page (customer-related files) and on the invoice view page (invoice-related files) was increased from 3 to 10.
Machine Learning
Aggregated payment score for customers having child companies
If you have customers with their own child company/companies, and you would like to have their payment score aggregated based on parent/child relationship, enable a new setting "Aggregate to Parent":
Integration Features
- CSV Snapshot mode: https://yaypay.helpjuice.com/en_US/88169-csv-ftp/csv-snapshot-mode
