This article explains how to open the Pay workspace in the Cut+Dry distributor portal and what each tab is for. It's for distributor teams who manage receivables and customer payments.
Open Pay
Select Pay from the distributor portal navigation to open your receivables and payment workspace.
Pay tabs
| Tab | Purpose |
|---|---|
| Dashboard | Review Days Sales Outstanding (DSO), collection performance, customer Pay adoption, AutoPay opportunities, and an aging summary. |
| Worklist | A shared, prioritized list of past-due customers, with a recommended next action for each one. |
| Customer Aging | Review each customer's balance by aging period. |
| Invoices | Search, filter, and take action on invoices across all customers. |
| Payments Initiated | Track payments submitted through Cut+Dry and check their processing status. |
| Payouts | Track transfers from Cut+Dry to your bank account, and open payout details and breakdowns. |
About the Worklist tab
The Worklist is available to all distributors using Cut+Dry Pay. Your first Worklist is created after your next invoice sync. If none of your customers have Pay enabled yet, the tab shows an overview of the feature instead of a list. To learn more, see AR Worklist overview.
Summary metrics
Accounts without the AR Dashboard see these summary metrics above the tabs:
- Total Receivables: Outstanding invoice balance for the current calendar year.
- Total Collected via Cut+Dry: Payments collected through Cut+Dry for the current calendar year.
- Past Due vs. Unpaid: A comparison of overdue and open balances.
- Payments Processing: Payments submitted through Cut+Dry that haven't finished processing.
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