Sage Intacct AR Automation

YayPay integrates with Sage Intacct to unlock its full capabilities:

 
  • Access to one system for all your Accounts Receivable needs.

  • Make customer service a breeze by using YayPay's integrated buyer portal to put invoice details and payment capabilities at your customers' fingertips.

  • Enhance order-to-cash with instant credit checks, combining sales orders in Sage Intacct with integrated credit checking powered by YayPay.

  • Go beyond the upfront metrics and performance cards on Sage Intacct and use YayPay's Business Intelligence to create powerful AR graphs that enable faster, more effective decision-making.
Syncing
SAGE_2022_HOMEPAGE   YP-logo
 
 
Invoice PDFs Synced to YayPay
 
Customer & invoice-level contacts Synced to YayPay
 
Synced to Sage Intacct Payments
 
Synced to Sage Intacct Customer credit limits

FAQs

Won’t adding YayPay to my software stack just create even more steps for me to access invoice details?
Not at all - you can easily access invoices from within Sage Intacct and YayPay, and the sync capability between systems means there’s always one source of truth. Plus, with YayPay you can grant your customers access to their own invoices through the integrated portal - making customer service a breeze and helping you get paid faster.
How will YayPay enhance my existing sales processes within Sage Intacct?
Sage Intacct makes it easy to set up sales orders and provide quotes. YayPay enhances this step by providing you with credit data for quick and easy credit risk decisioning, from within your AR system.
Can I use YayPay with Sage Intacct if my company has multiple subsidiaries, or uses multiple currencies?
Yes, the YayPay / Sage Intacct connection supports multi-subsidiary and multi-currency on a document level. You can also set up parent-child customer relationships.
Which data types can I can transfer between YayPay and Sage Intacct?
Objects that can be downloaded from Sage Intacct into YayPay include customer DUNS number, invoice PDFs, invoice-level sales, invoice-level contacts and customer-level contacts. Payments and customer credit limits are uploaded into Sage Intacct. The YayPay and Sage Intacct connection also supports bidirectional payments.
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