How do I see all of my invoices?

My Invoices allows you to see all invoices and their payment statuses, as well as download copies.

Within Invoices > My Invoices, you can:

View all regulated and non-regulated invoices submitted by vendors, as well as non-regulated invoices uploaded via Manage Invoices.

⚠️ Uploading non-regulated invoices to your retailer account is only possible with a premium subscription: AP Automation.
Filter invoices by specific location.
View the sum of all received invoices.
View notifications regarding invoices that need approval.
Use search and filter options to find specific invoices.
Download and/or export invoices (premium subscription required).

Each invoice appears as a row within the table on the initial page. The Invoice Amount column shows what is owed by the retailer in black font, while retailer credits are in red font. Click the ellipses button - - to add additional columns to the table:

Payment Status

Below are status definitions and recommended actions for Approved or Failed invoices:

Term	Definition
Approved	All regulated invoices via vendor submission will be reviewed and then payment will automatically be scheduled (assigned a Scheduled status). For non-regulated invoices: If vendor-submitted, they will automatically be approved and require payment scheduling (hover over the row and select Schedule). Read more: How do I schedule payments at a later time? If user-uploaded, you will need to manually review and approve the invoice before scheduling a payment date. Read more: Where do I upload and manage my invoices? ⚠️ If this is the first invoice uploaded to the Fintech Portal for a location and payment preferences have not been completed, you will be prompted to complete them before being able to schedule payment. Open the Approved invoice, then click Go to Payment Preferences to choose a payment option, bank account, and set a maximum payment for this vendor: Learn more here: How do I add or change Bank Accounts?
Scheduled	A payment date has been scheduled for a reviewed and approved invoice. This date chosen can be seen in the Payment Date column.
Funding in Progress	When money is actively being deducted from the retailer's bank account for check or ACH payment. The date can be seen in the Withdrawn Date column.
Funded	Money has successfully been deducted from the retailer's bank account for a check payment.
Released	When the retailers ACH payment has been released and is moving to the vendor's account (processed in 2 to 4 days), or if Fintech generated the check, this is the date it's mailed to the vendor (Processed in 24 to 36 hours).
Paid	The vendor successfully received the retailer's payment for an invoice.
Refunding	A payment has been stopped, and funds will be deposited within 2-4 business days.
Failed	The retailer's payment to the vendor for the invoice was declined. Click on the invoice's row to see further details regarding what the error may be. Under Payment Information, click the Fix Issue button, and select a fix option:

Table Filtering

The invoice list is automatically sorted by the most recent invoice date within the table. Use the search bar to look up specific invoices by name, invoice number, or invoice amount.

View invoices for all of your locations, or choose to only see a specific location using the location drop-down:

You can sort the table by the columns listed by clicking a column header. Add columns to the table by clicking the ellipses at the end of the header row:

Select the filter button near the search bar to further organize the table:

You can set the chosen filters as your default view by toggling Save as default filter.

Approving Invoices

You will see a notification banner on the page if there are invoices to be approved. You can either directly approve them by selecting Approve or review them by selecting View:

💡 Learn more about managing your uploaded non-regulated invoices here: Where do I upload and manage my invoices?

💡 If you notice a mistake on an invoice, you can send an inquiry to the vendor via the portal. Learn more: Reviewing Payment Activity

Invoice Details

Click on an invoice to view status history and payment information:

If you have a premium subscription, you will also be able to download an invoice, as well as see the original copy of a non-regulated invoice. After downloading, you can open the PDF and print from your default program.

💡 Quickly download Approved invoices from the My Invoices page by hovering over a row:

The invoice details page also shows an electronic copy of the invoice, and towards the bottom, the Invoice History, which includes the date, time, and person responsible for uploading, approving, and actioning payment:

💡 For regulated invoices, invoice approval and payment are handled automatically by the system. These actions are recorded under Invoice History as "Invoice approved by Auto Approval" and "Payment scheduled by Auto Pay...", respectively.

For non-regulated vendor-submitted invoices, approval is also handled automatically by the system, but for payment scheduling, there will be a user listed.

Exporting Invoice Data

You can export summary invoice data by month using the Export feature in My Invoices. The amount of data exported depends on your subscription level - click here if you'd like to expand the Fintech Portal's available services.

To export invoice data:

Click the Export button in the top right corner of the page.
Choose whether you want to download a PDF or CSV file of the data.

💡 If you wish to export detailed invoice data (and are using the Fintech Portal's non-alcohol services to pay vendor invoices), you will be asked to choose between Regulated (alcohol) and Non-Regulated (everything else).
Select the specific month and year of data you want to download. You can export 1 month at a time.
Click the Download button.