Payments FAQ

How are vendors paid, and what payment types are available in the Fintech Portal?

Vendors can require payments to be made automatically, or they may offer flexible payment options. The way a vendor is paid - known as a payment type - is dependent on your subscription level. To learn more, click here: How are my invoices paid?

To learn more about subscriptions, go to the portal's Plans and Billing page or read more here: Compare Subscription Plans.

Where can I see my payment history?

To view payment history, go to Invoices > Payment Activity. See withdrawal dates, payment amounts, payment statuses, and more.

On the Free plan, you can view 10 days of payment activity. You can upgrade to a Lite subscription to see up to 15 months of invoices. With a Lite (or better) subscription, you can download a PDF copy of an invoice. Read more here: Where can I find an invoice and payment history?

Why can't I see my payment?

If you do not see your invoices, check the Location filter at the top of the page or the filters by the search bar.

If you are still having trouble, contact Client Services.

What happens if an invoice payment fails?

For Free accounts, Fintech will notify the vendor of a failed payment. The vendor may contact you directly or resubmit the invoice to Fintech.

To avoid future failed payments, confirm the bank account added to your account is correct via Settings > Payment Management. For information regarding adding or editing a bank account, click here: How do I add or update a Bank Account?

If you need further help, contact Client Services.

Can I resend a failed payment?

A new payment cannot be sent to a vendor if the original payment has failed. The vendor must resubmit the invoice to Fintech.

Why are my invoices not being paid?

If invoices from a vendor are not being paid, confirm that a bank account has been assigned to pay the vendor (How do I manage my current vendors & distributors? - Changing Bank Accounts for a Vendor).

Next, check the bank account details within Settings > Payment Management. You may need to also contact your bank and confirm payments are able to be processed for the vendor (How do I add or update a Bank Account?).

If you still need assistance, contact Client Services.

Information Regarding Credits

Incorrect charges must be refunded to the retailer’s bank account as credit by the vendor or distributor. If you have received and already paid an incorrect invoice, contact the vendor to discuss their crediting process. Your bank may take time to process the credit, so contact them for information regarding a refund timeline.

When a credit is due, Fintech will move the refund to the retailer's account. The credit cannot be applied to a current or upcoming invoice.

What should I do if I was charged incorrectly, or if an invoice is wrong?

If there is an incorrect charge on your account because a regulated invoice is wrong, contact the associated vendor or distributor to review the issue. With incorrect charges, vendors will often issue credit to your bank account, which can be seen within Invoices > Payment Activity (Where can I find Payment Activity for invoices from vendors and distributors?). Fintech cannot apply the credit to an existing or upcoming invoice -- the funds are simply deposited back into the retailer's bank account.

If you uploaded and submitted payment for a non-regulated invoice after noticing it contained incorrect information, you will need to contact the vendor to discuss how to proceed.

How do I generate a payment activity report?

Companies on the Free plan cannot export the list of invoices.

Can I create purchase orders (PO) in the Fintech Portal?

No, you cannot create purchase orders (PO) in the Fintech Portal. Purchase orders must be placed with the vendor or distributor directly.