Minimum Version Required: 22.10
Pre-Conditions
Invoices on the Payment History tab only show paylink Payments made.
Users must have a dsdlink Account connected to a distributor.
Steps
Navigating to the Payment History Dashboard
1. Login to dsdlink.
2. Navigate to the Payments Dashboard.
3. Click on the Payment History Tab.
This Month, Last month, last 3 months, last 6 months, and older than 6 months Tabs each tab shows the invoices that were paid via paylink in their different time frames.
The Payment History shows down below the time filters defaults to the This month tab shows the invoices that were paid.
How to Print and Share the Receipt
1. Click on the Selection Box or boxes of the invoices wanting to use. Users may also click on the View Receipt or Share buttons.
The View button shows the modal of the payment and its details of which invoice it paid, the payment method, the date it was paid, and the amount of the fee.
The Share, Share All and Share Selected button will alllow users to send the receipt via email.
Click on the Selection Box or boxes of the invoices wanting to use. Users may also click on the Share or Share All buttons on the invoice's row. The Share All button will choose all the invoices on that tab to send a receipt.
When the Share Payment Receipt modal populates manually type in the email address for the invoice. Users can also type in a subject and a message to send in the email.
Best Practices
Double check the email address before submitting the the receipt to be sent.