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Payments Dashboard

Retailer guide to the DSDLink Payments Dashboard (v22.10+): pay open invoices via PayLink, view payment history and receipts, email receipts, browse historical invoices, export CSVs, and dispute invoices.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.10

Pre-Conditions

The following workflow assumes you already have an account with DSDLink and connected to a distributor

Steps

How to use the Payments Dashboard
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1. From the DSDLink site, navigate to the Payments Dashboard

2. Dashboard pops up in the Make a Payment tab of a default Retailer and default Distributor

  • Choose the Retailer
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  • Choose the Distributor

NOTE: To add or remove Retailers and Distributors is through the Manage Dashboard
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3. There are three tab filters when a user enters the Payments Dashboard. Organize filters by changing between the three tabs: Make a Payment, Payment history, and Histrocal Invoice
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A. Default is the Make a Payment Tab

  • All unpaid tab shows the unpaid invoices

  • Due this week tab shows the open invoices that are due this week

  • More filters tab pops up a box showing different filters to add

  • The Schedule recurring payments box takes you to the Manage Dashboard to setup or manage auto-pay. This also shows you the scheduled payments that are incoming
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B. The Payment History Tab shows all the invoices paid via PayLink

  • 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.

  • View Receipt, View all, Show alll buttons allows you to print or view the receipt of the payment made on the invoice.

  • Share and Share Selected Button allows you to email the receipt

C. The Third tab is Historical Invoices Tab showss all invoices that have products on the invoice.

  • To apply custom filters, click on the More Filters Button

NOTE: If you are connected to multiple distributors and retailers it will show them, to differ which are from where the Distributor column shows the distributor for that invoice.


​How to Download, Print, and View Invoices for Make a Payment tab and Historical Invoices Tab
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1. Click on an Invoice through the whole row, selection box, or View Invoice button

  • 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'

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

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

2. The Print icons prints or downloads a PDF of the invoice

3. The Print All button prints all of the invoices in PDF format where it can be printed or downloaded

Note: Clicking the invoice number or View invoice button only shows invoice, invoice date, if it is paid, and to which distributor. To print or see the invoice click the Print Icon.

How to Pay an Invoice

1. From the Payments 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

How to Save a New Payment Method
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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

NOTES:

  • If you do not check the selection box Save the Account it will not save the banking information

  • User can manage or delete payment methods in the Payment Method Drop down then clicking Manage Payment Method Dashboard.
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How to Dispute Invoices


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 or type in new payment method

  • Click the Dispute button and select a Dispute Reason from the drop-down menu

  • Type the amount to pay

  • User Sends Payment to Distributor

NOTE: Some Distributors do not offer the ability to dispute, refer to your distributor for questions.
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Fields And Definitions

Best Practices

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

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