Encompass Technologies

Why PayLink rejects a Remote Check Capture image (blurry, too dark/light, too small, can't be processed), how to re-capture it without restarting payment, and what Pending Review and Failed mean.…

Remote Check Capture Rejections

How to set up a Remote Check Capture payment type in Encompass and use Encompass Mobile to photograph a paper check and submit it as a PayLink payment for open…

Processing Remote Check Payments with PayLink

Retailer steps for paying one or several invoices from the dsdlink Payments Dashboard with a saved or new payment method. Requires a PayLink distributor and PayLink terms on the account.

How to Pay Invoices on Payments Dashboard

Fixing PayLink deposits or credits that don't match the bank after an invoice was edited, deleted, or manually paid while a payment was in flight: unapply and reverse duplicate remittance…

Troubleshooting Guide: Preventing and Resolving PayLink Data Mismatches

PayLink learning path: an ordered list of webinars and help articles for retailers (paying on dsdlink) and distributors (payment requests, Tap-to-Pay, EFT terms, Fintech troubleshooting).

Learning Path - paylink

Recorded 52-minute webinar (video only) on EFT and PayLink best practices for distributors, with links to related articles on payment terms, auto-pay, payment requests, and deposit reconciliation.

EFT Best Practices: Mastering Payments & Boosting Your Bottom Line

How to fix duplicate payments and incorrect AR credits created by an 820 remittance file: unapply credits, re-invoice on a load sheet, reapply payments, and offset the bad deposit with…

Troubleshooting Duplicate Payments and Incorrect Credits from remittances

Retailer overview of paying distributors on dsdlink: switch retailer/distributor, filter unpaid invoices, download or print invoices, pay by ACH or card, save payment methods, and dispute invoices.

dsdlink Payment Dashboard Overview

Retailer steps for viewing, printing (PDF), and downloading invoices on dsdlink, including Print All, CSV exports, and the Payments Dashboard tabs (Make a Payment, Payment History, Historical Invoices).

How to View, Print, and Download Invoices on dsdlink

What to do when a Fintech payment hit the bank but invoices still show open in Encompass: check 820 Remittance exchange tasks, ask Fintech to resend, or clear balances with…

Troubleshooting Fintech Payment Not Showing in Encompass

Video and hub of links on the ways distributors request PayLink payments: payment requests from Encompass or Encompass Mobile, QR codes, Tap-to-Pay, and retailer auto-pay on dsdlink. Start here for…

Requesting paylink Payments

Retailer guide to the dsdlink Invoices Dashboard: filter invoices by distributor, due date, or PO; download, print, or export to CSV; pay by ACH or card; save payment methods; and…

How to use the dsdlink Invoices Dashboard

Recorded 58-minute PayLink feature webinar (video only) with links to articles on auto-pay, payment requests, QR codes, Tap-to-Pay, deposit reconciliation, and ACH sign-up.

Paylink Features in Focus

How drivers accept contactless card, Apple Pay, or Google Pay payments for open invoices with PayLink Tap-to-Pay on Encompass Mobile (v24.04+), including the iPhone Apple ID prompt on first use.

How to accept contactless payments on Encompass Mobile with PayLink Tap-To-Pay

Retailer steps for finding a PayLink payment on the dsdlink Payment History tab and viewing, printing, or emailing the payment receipt.

How to print a paylink Payment\u0027s Receipt

How to clear an open customer credit caused by a duplicated remittance in Encompass: unapply the payments, add an invoice with a negative received amount, then load, return, and balance…

How to remove an open credit if remittances are duplicated

How distributors assign Fintech, iControl, or EFT payment terms to an AR Account or Split Invoice in Encompass. Changing terms resends open invoices from the last 30 days through EFT/EDI.

Set Electronic Payment Terms - Fintech\/iControl\/EFT

What to do when PayLink charged the wrong customer because bank info was entered on the wrong AR Account: refund via credit invoice, fix the bank details, resend payment requests,…

How to correct bank information that was filled out for an incorrect AR Account

How to automatically charge retailers an NSF/returned payment fee on PayLink chargebacks by setting the NSF product in System Setting 3086 in Encompass.

Automatically add returned payment fee for paylink payments to pass on charge to retailer

How distributors use the PayLink Deposit Reconciliation dashboard (Stripe, v23.11+) to view payments, payouts, account balance, and fees, and match PayLink payouts to Encompass deposits and adjustments.

paylink Deposit Reconciliation Overview

How to use the Invoices Dashboard

Retailer steps for disputing an invoice on the dsdlink Payments Dashboard: choose a dispute reason and pay a partial amount through PayLink. Only works if the distributor allows disputes.

How to Dispute Invoices on the payments dashboard

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…

How to use the SignUp paylink dashboard under the PayLink Tab

Where the PayLink "Scan to Pay on dsdlink" QR code appears (mobile-printed invoices, server-printed invoices and statements, Encompass Mobile payment requests) and how to add it to invoice or statement…

paylink QR Code

How drivers or reps use Encompass Mobile (v22.11+) to request PayLink payment from a customer by QR code, email, or text so the retailer can pay selected invoices on dsdlink.…

How to send a paylink Payment Request on Encompass Mobile

Recorded Connect Summit 2022 session (video only) on how distributors use PayLink to get paid faster by retailers. Overview content, not step-by-step setup instructions.

Using paylink to Speed Up Retail Payments

How distributors send a PayLink payment request by email or text from Customer Search in Encompass so retailers can pay selected invoices on dsdlink, plus what the retailer receives.

How to send paylink Payment Requests

Retailer steps for viewing, printing (PDF), and downloading invoices from the dsdlink Invoices Dashboard, including bulk Print All and CSV exports (Standard, Detailed, Vendor Number). PayLink not required.

How to View, Print, and Download Invoices

How to set up Automated Statements on a Statement Group in Encompass so customer AR statements are sent automatically on a set frequency, including send frequency, import routine, and date…

Automated Statements Setup

Retailer steps for paying one or more invoices from the dsdlink Invoices Dashboard with a saved payment method and chosen payment date. Requires a PayLink distributor and PayLink terms on…

How to Pay Invoices on Invoice Dashboard

Set Electronic Payment Terms - Fintech/iControl/EFT

Retailer guide to setting up PayLink auto-pay (recurring payments) in dsdlink by ACH or card from the Manage page. Funds are drawn on the invoice due date. Not the same…

paylink Auto Payments on dsdlink

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.

Payments Dashboard

How to create and configure Statement Groups in Encompass: statement and balance forward templates, remittance letter settings, open invoice display, and email template used to send customer statements.

Statement Groups

How to assign a Statement Group to an AR Account in Encompass so the account receives that group's customer statements. Requires an existing Statement Group.

Set Statement Group on AR Account

Retailer steps for adding or deleting a bank account (ACH) or credit card on the dsdlink Manage Payment Methods dashboard. Does not update banking used for distributor-initiated auto-pay.

Add Payment Methods in dsdlink

Bailey Naas-Thornton

PayLink

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