Minimum Version Required: 22.05
Pre-Conditions
Have to have paylink integration
Steps
How to send paylink Payment Request
Using Universal Search, navigate to the Customer Search dashboard
Use the filters to search for the Customer and click the arrow to select
Locate the AR Account Summary tile
Click the Request payment with paylink button
Use the checkboxes to select the invoices to request payment for
From the drop-down at the bottom, select a paylink term
Select a send method: Email or Text
The AR Account’s User displays as the default email/phone number and a new email address or phone number can be manually entered
What the Retailer sees from the paylink Payment Request
The retailer receives the email looks like this:
Retailer clicks Pay on dsdlink which will direct them to dsdlink Guest Payment or the retailer can log onto the Invoices Dashboard to pay these invoices
Best Practices
Please send paylink Payment Request for Balanced or Verified Invoices
The ‘Request Payment with paylink’ button will only populate on an individual Invoice Total when the Credit Term on the Invoice has the Payment Type of paylink Push
Verify if the email has been sent in the ‘Messages’ table