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 (such as for alcohol) or a non-regulated invoice.
Regulated invoices are paid automatically by electronic funds transfer (EFT), so you do not need to pay your invoices. Fintech handles the transaction. You can view payments on the Payment Activity screen in the Fintech Portal.
It is up to your vendor to upload the invoice. Once uploaded, payment will process on the due date listed.
If you are missing an invoice or payment, contact your vendor or distributor. For more information on this topic, please see How do I see all of my invoices?
If you have a premium subscription to handle non-regulated invoices, you can upload and schedule payments. Read more here: Where do I upload and manage my invoices?
Can I change the payment date on a regulated invoice or pay early?
Asa retailer, you cannot change the payment date of an invoice uploaded by a vendor/distributor. Your vendor can upload an invoice with a different due date or terms compared to the physical copy of the invoice, but Fintech is not able to do it on their behalf.
Please note once the vendor has uploaded an invoice and it appears on the retailer's account, Fintech cannot stop it from being approved and paid.
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?