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How to View, Print, and Download Invoices on dsdlink

Retailer steps for viewing, printing (PDF), and downloading invoices on dsdlink, including Print All, CSV exports, and the Payments Dashboard tabs (Make a Payment, Payment History, Historical Invoices).

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.06

Pre-Conditions

Must have a dsdlink account.
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Users do not have to have paylink integration to view and print invoices from the Invoices Dashboard.

Steps

How to Download, Print, and View Invoices on dsdlink

1. Click on an Invoice through the whole row, selection box, or Invoice Number.
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2. The ‘Download’, ‘Print’, and 'Pay Invoices' icons always show on the invoice row.


Note:‘Print’ downloads the invoice in a PDF version in a separate tab where it can be printed from or saved.
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3. 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.
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4. Clicking on the hyperlink of the invoice number will allow the user to pay the invoice.
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5. The ‘Download All’ button offers three file types for export:
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  • CSV (Standard) - includes the invoice’s 'Payment Account, Company, Delivery Date, Due Date, Invoice Num, PO Num, Product Group, Debit, Credit, Open Balance, and View Invoice'
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  • CSV (Detailed) - includes the invoice’s 'Date, Invoice, Vendor Num, Item Number, Number Units, Total Cases, Product, Full Price, Discount, Net, and Total'
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  • CSV (Standard Vendor Number) - includes the invoice’s information similar to CSV Standard, but includes the Vendor Number
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6. 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.

Fields And Definitions

There are three tab filters when a user enters the Payments Dashboard: Make a Payment, Payment history, and Histrocal Invoice.

Make a Payment Tab
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  • All unpaid tab shows the unpaid invoices.
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  • Due this week tab shows the open invoices that are due this week.
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  • More filters tab pops up a box showing different filters to add.
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  • The Schedule recurring payments box takes users to the Manage Dashboard to setup or manage auto-pay. This also shows users the scheduled payments that are incoming.

Payment History Tab
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  • This Month, Last month, last 3 months, last 6 months, and older than 6 months Tabs filters the invoices that were paid via paylink in their different time frames.
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  • View Receipt, View all, Show alll buttons allows users to print or view the receipt of the payment made on the invoice.
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  • Share and Share Selected Button allows users to email the receipt.

Historical Invoices Tab
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  • Displays all invoices that have products on the invoice.
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  • To apply custom filters, click on the More Filters Button.

Best Practices

Verify which retailers and distributor are connected to. This can be checked through the Manage Tab in dsdlink

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