EQD: PaybyLink Settings

EQD: Where To Find Your PayByLink Settings

🔵 Overview Pay By Link and related payment settings (credit card, ACH, and receipt options) have moved. They now live in one consolidated settings screen, and you'll find the same button in four places depending on which level you want to configure. Look for the button labeled:

💡 If You're Used To The Old Screens Previously, these settings lived as a few options at the bottom of the AR Configuration screen (System level), and Client records had a separate Pay tab. Both have been replaced — you'll now find everything under the new Payment tab, accessed through the CC/ACH/Pay By Link Options button.

Why This Changed

Previously, Pay By Link settings could only be configured at the System (AR Configuration) and Client levels. This update makes Pay By Link options available in all four areas of EQD — System, Department, Consultant, and Client — so each level now has its own overrides.

How To Get There

System-Wide (Global) Settings

Navigation: AR > AR File Maintenance > AR Configuration

This sets your default settings for the entire system.

Department-Level Settings

Navigation: GL > GL File Maintenance > Department Maintenance > (select or add a department)

💡 Note Department-level settings only come into play if a Department ID is entered under the consultant's Commission tab, and that consultant is set to follow the department default. If no department is entered at the consultant level, the department setting is never used — so you don't need to configure anything here unless you're actually using departments.

Consultant-Level Settings

Navigation: OE > OE Maintenance > Consultant Information > Consultant Set Up > (select consultant, Edit) > Default tab

A Consultant-level override takes priority over the Department default.

Client-Level Settings

Navigation: Client Maintenance > (select a client) > Setup tab

A Client-level override takes priority over everything else — see How The Settings Work Together below for the full fallback order.

How The Settings Work Together

Settings apply in this order, from most specific to least specific:

Client > Consultant > Department > System-wide

If you don't set anything at the Client level, the system uses the Consultant setting. If nothing is set there, it uses the Department setting. If nothing is set there, it falls back to your System-wide default.

This means you only need to set overrides where a specific department, consultant, or client actually needs something different from your standard setup.

Seeing What's Actually In Effect

On any of these screens, you can check the Show Effective Values box to see the setting that's actually being used after all the overrides are applied — not just what's saved at that particular level. While this box is checked, the fields are locked so you can review safely without making accidental changes.

DBPay Overrides screen, with Show Effective Values unchecked (left) and checked (right)

What Else Is New

CC Consultant on Receipt — you can now choose to copy the assigned consultant on emailed payment receipts. This follows the same Client > Consultant > Department > System-wide hierarchy as other settings.
Link Expiration — set on the System-wide (AR Configuration) screen, this controls how many days a Pay By Link stays active before it expires. Can be configured up to 60 days.
ACH Payment Receipts — customers paying by ACH now receive a receipt clearly marked as provisional, noting that ACH payments aren't final until the transaction settles.

System Level DBPay Options - Receipts tab, ACH Receipt Type set to Send provisional receipt

DBPay Overrides for a client - Receipts tab, ACH Receipt Type overridden to Send regular receipt

Frequently Asked Questions

Q: Where did the old AR Configuration payment settings and the Client Pay tab go?

A: Both have been replaced by the new Payment tab, accessed through the CC/ACH/Pay By Link Options button at each level.

Q: Which level's setting wins if I've configured more than one?

A: Client overrides take priority, followed by Consultant, then Department, then the System-wide default.

Q: How do I know which setting is actually being applied?

A: Check the Show Effective Values box on any of the four screens to see the setting currently in effect after all overrides are applied.

Q: Do I need to set a Department-level override?

A: Only if you're using departments. Department-level settings only apply when a Department ID is entered on the consultant's Commission tab and that consultant follows the department default.

Q: Can I CC the consultant on a payment receipt?

A: Yes. The CC Consultant on Receipt setting follows the same Client > Consultant > Department > System-wide hierarchy as other Pay By Link settings.

Q: What does the provisional ACH receipt mean for customers?

A: Customers paying by ACH receive a receipt marked as provisional, noting that the payment isn't final until the ACH transaction settles.

Tags: dbpay, pay-by-link, ach, credit-card, receipts, ar-configuration, client-maintenance, consultant-setup, department-maintenance, show-effective-values, cc-consultant-on-receipt, link-expiration