Minimum Version Required: 22.04
Pre-Conditions
Retailer has a dsdlink account and is linked to a distributor that is set up for paylink ACH and credit card processing.
Steps
How to Add Payment Methods in dsdlink
1. From within dsdlink, navigate to the Manage Payment Methods dashboard.
2. Click Add Payment Methods.
3. In the Add Payment method overlay, select a Payment Type: Bank Account (ACH) or Credit Card.
4. Enter values to all required and applicable optional fields displayed in the Add Payment method form.
5. Click the Add Payment Method button when complete.
For Bank Account (ACH), retailers must specify whether the account type is either checking or savings, and whether the account is used for Business or personal purposes.
6. Add Payment Method will append this payment method to the list of records on the Manage Payment Methods Dashboard.
7. To delete a Payment Method hit the trashcan icon. This will also remove the any retailer iniatiated auto pay, but not distributor iniatiated auto pay.
Fields And Definitions
ACH - Automated Clearing House, which is a way in which funds are transferred from one bank account to another.
Best Practices
If using distributor iniatiated Auto Pay this will not update the AR Account Banking Information. To update the AR Account Banking Information use paylink Sign Up Dashboard.