Customers can view their Account & Receivables on a single page in the Customer Portal. You can configure the Customer Portal in Settings | Business page in YayPay. 

To allow access to the Auto and/or Recurring Payments on the Customer Portal, go to Settings | Business and check the Customer Portal - Allow total due auto-payment  and/ or Customer Portal - Allow recurring auto-payment check boxes.

Auto Payments

To create an autopayment plan, go to the Payments tab on the right-side of the Customer Portal page.    

Customers can be set up to be on auto payments which will automatically process the payment for all invoices based on the date you define:

Invoice creation date - an invoice created in ERP

Invoice load date - an invoice created in YayPay

Invoice due date - the last day invoice must be paid (is generated by ERP and is reflected on an invoice)

A customer can either add a new credit card or use saved credit card information if it is on file.

Also note, that if there are any open invoices for the customer, you will have the option to pay all of them now, or you can choose an option to pay them later manually.

Recurring payments

Recurring payments are a feature useful for recurring, fixed payments amounts that are not tied to specific invoices. You can set this up for your customers on their behalf, or they can do it directly in their Customer Portal.

The payment will use a chosen payment method or profile, starting on a specified date and recurring at the selected frequency (e.g. weekly, bi-weekly, or monthly) via the designated processor. The recurring payment will automatically pause when there are no open invoices and resume when new ones are issued, continuing until the recurring payment setup is deleted or removed.

If the recurring payment amount set is higher than the invoice amount or balance, the system will still proceed with the originally configured recurring payment amount.

Once you have saved the auto payment profile, you will be able to review the terms of the auto payments, including the next payment date, as well as edit or cancel them.