EQD: DBPay - PaybyLink: How to Run a PaybyLink Status Report

Made by Paula Leon with Scribe

Note: The Pay-By-Link Status Report allows you to view and track the current state of payment links — whether they’re used, expired, deleted, or open. You can also configure the export layout to include the details you need.

Alert: Note: This process was created in a test environment. The information selected is for training purposes only and will not match the data you will use in your company's system.

Part 1: Running the Report

1. Navigate to A/R → A/R Receipts → Pay-By-Link Status Report.

2. - In the Configuration section, select the link status you want to view:

Used – links that have been paid.
Expired – links that have passed their expiration date.
Deleted – links that were removed.
Open – active links that have not been used yet.
Choose any other filters as needed for your report.

Part 2: Configuring the Export File

3. Go to the Export tab and check the "Export this report to the Report Export Manager"

To edit how your export file will appear, click the pencil icon on the far right.

4. Make any necessary changes to the export layout (for example, add or remove fields).

Click "Save", then Exit to return to the main screen.

Part 3: Previewing and Exporting the Report

5. Once your configuration is set, click "Preview".

6. If you have the Excel Export option checked, a message will appear showing Export Complete and the location where the file will be saved.

You can open the exported Excel file directly from here by clicking View (Excel version) or OK (PDF version).

7. Note: The Excel export contains the same information as the PDF.

8. When the report opens:

Use the navigation arrows at the top to move through the report:
- Single arrow (right/left): move one page at a time.
- Arrow with a line (right/left): jump to the end or beginning of the report.
Click Print if you want a paper copy.
Click Exit when finished.

9. Click "Exit" when finished.