This article describes how to set automatic or recurring payments in YayPay.
Auto and recurring payments can be created from the Statement page or Customer Portal page.
Also refer to Auto and recurrent payments on Customer Portal
You can set your customers to be on auto payments linked to a payment method/profile, or your customers can also do so directly through their customer portal.
Invoice (Total Due) Auto Payments
This auto payment arrangement automatically processes the payment across all open invoices based on the invoice date parameter selected:
Invoice creation date - The date the invoice(s) were created in ERP.
Invoice load date - The date the invoice(s) were created in YayPay.
Invoice due date - The date the invoice(s) are due for payment (before they become overdue). Invoice due dates are generated from the ERP and can be seen in YayPay.
You can enter a new payment account for the customer or use an existing one if it is on file.
NOTE: If there are current 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 manually later.
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 utilize 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, as well as edit or cancel them.
Note: to configure the currency to be used in recurrent payments, go to Settings > Business > Use Business currency for Recurring/On Account payments:
Auto-Pay/Recurrent payments FAQ
I cannot set up an auto-pay for a customer
In case all payment methods are disabled for a customer, the auto-pay option is not available. If one of the payment methods is disabled, another one will be available only.
I cannot pause a payment method for a customer
When an auto-pay plan is set up for a customer with a Credit Card saved, you are not able to pause CC payment method.
How can I see a list of customers with auto-pay/recurrent payments set up?
There is an option to filter down the customers with autopayments plans on the Aging Report page.
How is auto-pay triggered based on "invoice creation date"?
Auto payments are executed once a day (00:00:00 AM, New York). Invoices for payment are selected for 1 day.
When auto-pay is created based on the invoice creation date, and the invoice was uploaded to the YayPay system a few days later after its creation date, then auto-pay will NOT be triggered for this invoice.