Technical Features

In this release, we have dedicated most of our efforts to improving YayPay's backend infrastructure, ensuring that the application runs more smoothly, reliably, and with increased stability.

These efforts ensure that YayPay is easier to maintain in the future, allowing us to provide a more consistent and seamless experience for all our valued customers.

Application Features

Set Statement Link Expiration

From now on, any statement links generated by businesses for their customers by default expire after 365 days. This also applies to links generated in the past. That means businesses will need to generate new statement links for their customers if any expire after this YayPay version goes live.

This feature significantly improves the security and privacy of YayPay's users by reducing the chances of unauthorized access to customer portals.

If the default expiration period of 365 days does not suit your business needs, you can reduce it using the new Statement Link Expiration‍ business setting. You can use a value between 2 and 365 days.

We have also improved the following API service to take statement link expiration into account:

GET /customers/{internal_id}/link

The response to this service now includes the 'expires' property, indicating when the given link expires. For example:

{
    "customer_id": "1",
    "link": "https://app.yaypay.com/s/587afd05-8ec4-5109-b643-b7c3807e3082",
    "expires": "2024-03-09"
}

Change the Role of Sales/CS Users

We have increased the flexibility of YayPay's user management.

Admins and AR Specialists can now change the role of Sales and Customer Success users when editing their accounts. To learn how to change user roles in detail, see the Edit a User Role‍ section of the User Management article.

Copy Customer Name

We have added a new button called Copy to the Statement page. You can use it to easily copy long customer names.

View Customer Main Note on the To-Do Page

You can now view the main note (set for each customer on their Statement page) on the To-Do page.

Do that by adding the new Customer Main Note column to the task grid.