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How to use the SignUp paylink dashboard under the PayLink Tab

How retailers enroll in PayLink auto-debit through the PayLink Sign Up dashboard in DSDLink, and how distributors get the signup alert and switch the AR Account to a PayLink Auto term. Also for updating bank info.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.05

Pre-Conditions

Retailer must be connected to a distributor. The distributor needs to be integrated with PayLink.

Steps

How to use the PayLink Sign Up Dashboard for the Retailer:
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1. Log into DSDLink
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2. Click the side view and choose PayLink then chose PayLink Sign Up
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3. Complete Step 1 by Clicking 'Begin'
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4. Complete Step 2: choose the Business, Distributor, enter your name, and email address
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5. Complete Step 3: input banking information
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6. Complete Step 4: by signing the document agreeing for electronic debits
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7. Complete Step 5: by clicking Done

For the Distributor:
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  • In the Distributor's site, set up a User Alert for the Alert ACH PayLink Push-Pay Signup
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  • The alert sends a notification of new PayLink Sign Ups on the AR Account's Banking Information
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  • The Distributor changes the AR Account’s Credit Term to a PayLink Auto Term
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  • Once the term is changed, the retailer receives an email notification

Best Practices

  • Manage Payment Methods is a dashboard that helps users manage the payment methods.
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  • This dashboard is also used for PayLink Legacy (EFT/NACHA) to input their banking information.
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  • To turn off this Auto Pay the retailer has to outreach to the Distributor
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  • The invoices will automatically withdrawal from the bank account based on the Invoice’s Due Date
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  • You may use the PayLink SignUp Dashboard to update your banking information, may take some time to populate in the Distributor’s site

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