Here you will find solutions to common questions users ask regarding the Fintech Portal.
Banking
Can I pay invoices with a credit card?
Fintech does not support credit card payments at this time.
How can I change my payment method?
You can change payment methods on the Payment Management screen. Please see this article: How do I add or update a Bank Account?
Invoices
How do I pay an invoice?
That depends whether it is a regulated invoice or a non-regulated (non-alcoholic) invoice.
Regulated and non-regulated invoices you receive from vendors are paid automatically by electronic funds transfer (EFT), and Fintech handles the transaction. Once you've added a bank account, funds will automatically be withdrawn to pay invoices on the due date listed. You can view payments on the Payment Activity screen in the Fintech Portal. Learn more about receiving invoices here: How do I see all of my invoices?
If you are subscribed to a Premium or Premium Plus plan, non-regulated invoices you've uploaded will need to be manually scheduled for payment. Read more here: Where do I upload and manage my invoices?
If you are missing an invoice or payment, contact your vendor or distributor.
Can I change the payment date of an invoice or pay early?
Retailers can choose to pay vendor-submitted regulated invoices earlier than their due date. Users must have an Advanced role or higher to be able to edit the payment date. Learn more here: Paying Regulated Invoices Early.
If a vendor submitted a non-regulated invoice and you pay them by check or outside of Fintech (Non-EFT relationship), and you are subscribed to a Premium Plus plan, you can edit the invoice's payment date in My Invoices. If you upload non-regulated invoices with the Premium or Premium Plus plan, you can schedule your invoices for payment during the invoice approval process or after (Managing Uploaded Non-Regulated Invoices).
Payment Activity
Why don’t I see my credit from my vendor?
The same way an invoice needs to be uploaded by a vendor, so do credits. If a credit is showing in your bank account but is not reflected in the Fintech Portal, reach out to the issuing distributor.
Vendors and Distributors
What are vendor IDs?
Vendor IDs are optional but may be required by your back-office system. If your account is flagged as needing Vendor IDs, each vendor relationship request will require one. If your account is not flagged, you do not need to enter them in the relationship request.
You can manage Vendor IDs either when adding a new vendor (How do I add a vendor to a location?) or on the vendor's profile (How do I manage my current vendors & distributors?).
Why can't I find my vendor on the Add New Vendor page?
If the vendor you're searching for isn't listed or you wish to add a non-regulated vendor, click Add It Here to submit a relationship request. Learn more: How can I add a vendor to Fintech's participating vendors list?