YP_INTEGRATION_SAGE X3

YAYPAY INTEGRATES WITH SAGE 300 TO ENABLE A SEAMLESS ORDER-TO-CASH PROCESS

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

  • Ensure your AR process runs smoothly while delivering an excellent customer experience with YayPay's configurable communications workflows and flexible, integrated payment portal.

  • Combine the ease of creating sales quotes and orders in Sage 300 with a quick and easy built-in credit check via YayPay.

  • Take your business intelligence to the next level with YayPay's configurable reports and dashboards, which can be distributed on an automated schedule to anyone in your organization.
Syncing
sage-logo   YP-logo
 
 
Unlimited historical data Synced to YayPay
 
Customer-level contacts Synced to YayPay
 
Invoice Items Synced to YayPay
 
Synced to Sage 300 Payments

FAQs

How can I predict when invoices I send out are likely to get paid?
Using the Sage 300 connection, YayPay can download an unlimited set of historical data to calculate the full invoice payment date. YayPay also uses machine learning to rank your customers on a scale based on past payment behavior, allowing you to view customers most at risk of non-payment or overdue payment.
How will YayPay enhance my existing sales processes within Sage 300?
Yes, the YayPay/Sage 300 connection supports multi-subsidiary and multi-currency on a document level. You can also sync entity by ID.
Can I use YayPay with Sage 300 if my company has multiple subsidiaries, or uses multiple currencies?
Sage 300 makes it easy to set up sales orders and inventory management. YayPay enhances this step by providing you with credit data for quick and easy credit risk decisioning, from within your AR system. This credit data comprises information from external agencies, such as Dun & Bradstreet and Creditsafe, and YayPay's historical payor behavior data, giving you a holistic view of customer creditworthiness.
Which data types can I can transfer between YayPay and Sage 300?
Objects that can be downloaded from Sage 300 into YayPay include customer-level contacts and invoice items. You can upload payments from YayPay to Sage 300 to help you stay on top of your order-to-cash process.
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