Understand how to find, approve, and pay non-alcohol invoices, and how alcohol payments are paid automatically via EFT.
These FAQs cover regulated (alcohol invoices in most cases) and non-regulated invoices (everything else).
How do I find regulated (alcohol) invoices?
Payment for regulated invoices is done automatically through Fintech, so you do not need to pay the invoice. View invoices under My Invoices (if you both alcohol and non-alcohol invoices, you can filter to see just alcohol). You can filter by status, invoice date, time period, vendor and more.
Searching for invoices requires a subscription, which will allow you to find an invoice up to 15 months old. See Plans and Billing under Settings and scroll to Plan Features.
Can I pay regulated (alcohol) invoices early?
Yes, you can choose to pay alcohol invoices before the due date. An alcohol invoice cannot be paid after its due date. Go to My Invoices and hover over the row, click the edit pencil and change the Payment Date field.
You can get more information on early pay here.
How do I find and pay non-alcohol invoices?
The Fintech Portal makes it possible to digitize your vendor's non-alcohol invoices, streamlining your accounts payable process. Companies subscribed to Premium can upload or have invoices transmitted electronically for review and approval. With Premium Plus, a company can pay the invoices via ACH, check (generated by Fintech) or some other process outside of Fintech.
For more information about these subscription options, see Plans and Billing under Settings and scroll to Plan Features.
How do I approve an invoice?
If you are viewing an alcohol invoice with a Scheduled status, no approval is necessary. Fintech is processing the invoice to pay your vendor from your bank account.
Non-alcohol invoices do need to be approved for payment (available with a Premium Plus subscription) and payment can be scheduled before, on or after the due date. You can choose to automate approval and payment for specific vendors if you choose.
Learn more about auto-payment options here.Can I view my past invoices?
Viewing older invoices requires a subscription. This will provide you with the last 15 months of invoice and payment history. Look in Invoices > My Invoices or Payment Activity.
Why can't I see recent invoices?
If you cannot find certain invoices or payment, first confirm your subscription level in Settings > Plans. Depending on your subscription, you will only be able to view a certain number of invoices or payments made.
After confirming your subscription level, you can also review the filters being used on the Invoices pages. Saved filters may limit what is being shown, and this includes the location dropdown on the top left of the page. Learn more here: How do I see all of my invoices? and Where can I find Payment Activity for invoices from vendors and distributors?
If you are still having technical difficulties, contact Client Support.
How do I handle a missing or incorrect alcohol invoice?
If you have a missing alcohol invoice, check the filters being used on My Invoices. Saved filters may limit what is being shown. Also confirm whether you have chosen the correct location from the location dropdown on the top left of the page. Learn more here: How do I see all of my invoices?
If an invoice is still not showing after editing the filters, contact the vendor to confirm it was transmitted to Fintech. If you continue to have technical issues when trying to view invoices, please contact Client Support.
Invoices that are incorrect need to be rectified with the vendor – contact them to review the invoice in question.
Can I print or download my invoices?
If you have a Pro or Premium subscription, you can download and print your invoices. Choose an invoice from Invoices > My Invoices, then click the Download button on the top right. You can choose to export the invoice as a CSV or PDF file.
For more information about subscription options, see Plans and Billing under Settings and scroll to Plan Features.
Can I download Invoice Report Details?
To export a CSV or PDF summary of your invoice data by month, you will need a Pro or Premium subscription.
If you are subscribed to one of these plans, go to Invoices > My Invoices and click the Export button in the top right corner to download the report.
For more information about these subscription options, see Plans and Billing under Settings and scroll to Plan Features.
How can I change my payment date?
You can change or schedule payment dates for invoices with a subscription. To edit a regulated invoice’s scheduled payment date: Paying regulated invoices before the due date
To schedule or change a non-regulated invoice’s payment date: How do I schedule payments at a later time?