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Review results after calling the API

As you start pushing your AR data into YayPay in batches, use the Aging Report page to export the data to Excel and compare it with a similar report from your ERP for each customer. This comparison will help identify any potential discrepancies on a customer-to-customer basis and ensure alignment before scaling up to cover your full production data set.

You can review the key data objects at any time after importing them:

  • Use the Aging Report page to view the overall AR balance for your company, as well as the balance for each individual customer.

    Compare the data by clicking on the Export to Excel Summaryoption located in the top-right corner of the page.

  • Alternatively,  you can use the Invoices page to see a list of all open invoices.

  • You can view both current and historical data for each customer through the Statement page and/or the Customer Portal web page.

Delete

Note

To make sure the full state name is displayed in the customer's address on the Statement page, provide a 2-letter state code in ISO 3166 format.


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