Important information to complete integration with Cheers POS:
How Does It Work?
Cheers POS integrates seamlessly with the Fintech platform, automatically delivering submitted invoice data to your back-office system on a fixed schedule. This integration helps streamline operations and ensures your records stay current without manual uploads.
Getting Started: What You'll Need
Information You Provide to Fintech
To complete the integration setup, please provide:
- File Transfer Details
Send your SFTP transfer information (or preferred delivery instructions) to Fintech so we
can route your invoice file correctly. - Cheers POS Contact Information
Name and email of your Cheers POS representative who will confirm the connection and
assist with testing.
Information Provided to Cheers POS
Once the feed is configured, Fintech will provide:
- SFTP Host
- Username
- Password
- Remote Path
Cheers POS will use these credentials to connect securely, validate file receipt, and guide you on
accessing invoice data in their systems.
Integration Timeline: What Happens Next
- Implementation Outreach. Our Implementation Team will contact you within 7–10 business days and include your Cheers POS contact if needed.
- Provide Vendor Codes & Platform Info. You (or Cheers POS on your behalf) send the SFTP transfer details needed to configure the feed.
- Activate the Feed. Fintech generates and shares SFTP credentials, then activates the secure invoice feed to Cheers POS.
- Confirmation Email. You and your Cheers POS contact will receive an email confirming that the integration is live.
- Cheers POS Guidance. Cheers POS confirms the successful receipt of files and provides instructions on viewing and using the invoice data in their software.
Once these steps are complete, your invoices will flow automatically to Cheers POS—streamlining your processes and reducing manual work.
Invoice File Delivery Schedule
Invoice files are delivered four times daily, seven days a week, at the following Eastern Time (ET)
intervals:
- 11:30 AM
- 2:30 PM
- 6:45 PM
- 10:30 PM
These delivery times ensure timely access to vendor-submitted invoices throughout the day.
Whatʼs Included in Each File
Each invoice file contains all invoices that have been successfully submitted to the Fintech platform within the corresponding delivery window. Files are batched based on submission time and aligned with your scheduled delivery cadence.
Cutoff Time for Submissions
Invoices submitted after 10:30 PM ET will be included in the next day’s 11:30 AM file. This ensures late-night submissions are captured and processed without delay.
Troubleshooting: Missing Invoices
If you're missing invoices for a given business day:
- Check Submission Timing: Fintech can only include invoices that have been successfully submitted to our platform. Late submissions will appear in the next scheduled file.
- Contact your Cheers POS representative for help.