Connectors & Payouts

Business Invoices

Generate and maintain applicable business or partner invoices inside the supported workflow.

Business areaConnectors & Payouts
Designed forOperations teams, DSA owners, and Connectors
Available plansStarter, Professional, and Enterprise
Feature overview

What Is Business Invoices?

Invoice records keep relevant partner billing context closer to the cases and payouts that produced it.

Business Invoices works with Invoices, Payouts, and Connectors as part of the wider DSACRM Connectors & Payouts workflow.

Business problem solved

Why Business Invoices Matters

Partner invoices are harder to reconcile when they are disconnected from business and settlement records.

How it works

A Clear, Practical Workflow

  1. 01

    Review eligible business.

  2. 02

    Create the applicable invoice record.

  3. 03

    Maintain its status with the connected settlement workflow.

Inputs or setup

What You Configure

  • Business or partner details
  • Invoice values
  • Applicable tax information
Result or output

What Your Team Gets

  • Invoice record
  • Settlement reference
DSACRM connector business and wallet presentation
Actual DSACRM product view

Important to Know

  • Users remain responsible for checking tax and invoicing requirements applicable to their business.
Common questions

Business Invoices FAQs

Quick answers about usage, setup, outputs and plan availability.

What is Business Invoices in DSACRM?

Invoice records keep relevant partner billing context closer to the cases and payouts that produced it. Generate and maintain applicable business or partner invoices inside the supported workflow.

Who should use Business Invoices?

Operations teams, DSA owners, and Connectors can use this capability within the Connectors & Payouts workflow.

Which DSACRM plans include Business Invoices?

Business Invoices is available in Starter, Professional, and Enterprise. Availability details and any applicable limits are shown on the pricing page.

What needs to be configured for Business Invoices?

Typical setup includes Business or partner details, Invoice values, and Applicable tax information.

What does the team get from Business Invoices?

The supported outputs include Invoice record and Settlement reference.