Minimum Version Required: 22.01

Pre-Conditions

The following workflow assumes the user already has an account with dsdlink and connected to a distributor.

How to use the Payment Dashboard

1. From the dsdlink site, navigate to Invoices Dashboard.

2. Dashboard displays invoices of a default Retailer and default Distributor.

3. Select Retailer and Distributor from drop-downs.

Note: To add or remove Retailers and Distributors navigate to the Manage Dashboard.

3. There are quick filters when a user enters the Invoices Dashboard. To apply Invoice View quick filters, click on the Invoice Dashboard Tabs.

Note: If connected with multiple distributors and retailers use the drop down to select individual ones.

4. To apply custom filters, click on the All Filters drop-down button.

Search by Invoice Num
Delivery Date - show invoices that have been delivered by the date
Due Date - show invoices by the invoice Due Date
PO Num - show invoices by Purchase Order Number
Product Group - show invoices by Product Group
Open Balance - show invoices with open balances
Paid Status - check/uncheck to display invoices by Paid Status
Reset - button to clear filters, invoice list will return to the default filters

Click on an Invoice through the whole row, selection box, or Invoice Number:

The Download, Print, and Pay Invoices icons always show on the invoice row. Print downloads the invoice in a PDF version in a separate tab where it can be printed from or saved.
Check the selection box for multiple invoices for unique combinations. The top selection box checks all the displayed invoices. Users can bulk pay, download, and print invoices.
Clicking on the hyperlink of the invoice number will allow the user to pay the invoice.
The Download All button offers three file types for export:

a. CSV (Standard) - includes the invoice’s Payment Account, Company, Delivery Date, Due Date, Invoice Mum, PO Num, Product Group, Debit, Credit, Open Balance, and View Invoice.

b. CSV (Detailed) - includes the invoice’s Date, Invoice, Vendor Num, Item Number, Number Units, Total Cases, Product, Full Price, Discount, Net, and Total.

c. CSV (Standard Vendor Number) - includes the invoice’s information similar to CSV Standard, but includes the Vendor Number.

The Print All button prints all of the invoices by going to a new tab which is in PDF format where it can be printed or downloaded

1. From the Invoices Dashboard, select pay by option: Pay, Invoices Hyper-link, or Invoices Selection Box

2. In the Invoices overlay, select the invoices to pay:

Users click on the Pay button or the invoice’s hyperlink
Top of the model is the Invoice’s Information
User selects from Saved Payment Methods
The user chooses Payment Date (can post-payments, receive notification if the payment date is past invoice due date)
Send the payment through

1. In the Invoices overlay, select the invoices to pay:

User click on the Pay button or the invoice’s hyperlink.
From the Method, dropdown chose New Payment-ACH or New Payment-Card.
Fill out the card or banking information.
Hit the selection box Save the Account, hitting this selection box allows you to save the information for future use.
Send the payment through.

Note: If selection box for Save the Account is not selected it will not save the banking information.

1. From the Invoices Dashboard, Select pay by option: Pay, Invoices Hyperlink, or Invoices Selection Box.

In the Invoices overlay, select the invoices to dispute.
The User chooses a payment method that they have saved to their account.
Click the Dispute button and select a Dispute Reason from the drop-down menu.
Type the amount to pay.
User Sends Payment to Distributor.

When logged in, verify that the user is on the correct Distributor and Retailer.
When logged in, verify that the correct invoice is being paid. Users can look at the invoice information on the payment modal to verify the company.
Manage Payment Methods is a dashboard that helps users manage the payment types.