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 up to be on auto payments which will automatically process the payment for all invoices based on the date you define:
Invoice creation date - the date the invoice was created in ERP
Invoice load date - the date the invoice was created in YayPay
Invoice due date - the last day invoice must be paid (is generated by ERP and is reflected on an invoice)
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.
There is an additional option to be able to configure recurring payments on behalf of your customers. This can be used for any type of installment payment that is not associated with a specific invoice. These payments will be processed weekly, bi-weekly, or monthly based on how you have them configured.
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 installed 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.