PaymentSource Knowledge Base

Key things you need to know when setting up your Fintech Portal.

Everything about payment management, company profile, managing users and more.

View your invoices and their details, send questions or download, upload or schedule payment for non-alcohol invoices.

Locations lets users with advanced roles and higher to manage retail locations and their associated distributors.

Add or update distributor and vendor relationships.

Tasks help you keep track of distributor and banking to-dos, invoice questions and more.

Information to help retailers protect margins and understand their spend.

The Product Catalog is a list that includes both regulated and non-regulated products, which can integrate to a back-office system.

Fintech integrations help automate data entry and can save hours each week by streamlining your workflow.