Understand how to find, approve, and pay invoices below.
How do I find and pay an invoice?
Once you have registered for the Fintech Portal, regulated or non-regulated invoices from your vendors will be sent to your account and automatically paid for via the bank account you added during registration.
If you have a Pro or Premium subscription and upload non-regulated invoices, you can edit and approve them as well as schedule payment. Read more about this here: Where do I upload and manage my invoices?
How do I approve an invoice?
If you are viewing a regulated invoice with a Scheduled status, payment has already been approved via the Fintech Portal and the bank is in the process of withdrawing funds. You do not need to approve a regulated invoice with this status (How do I see all of my invoices?).
If you process non-regulated invoices, they will need to be manually approved if they have a Needs Review status. Read more about invoice statuses and how to manage them here: Where do I upload and manage my invoices?
Can I view my past invoices?
If you would like to view older invoices, you will need to have at least a Basic subscription. This will provide you with 90 days’ worth of invoice and payment history. Either look within 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 invoice?
If you have a missing 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 submitted to the Fintech Portal. 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.
Can I download Invoice Report Details?
To export a CSV or PDF summary of your invoice data by month, you will need a Basic subscription. If you’d like to export a detailed report, 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.
To learn more about our subscription options, go to Settings > Plans, or contact Client Services.
How can I change my payment date?
You can change or schedule payment dates for invoices if you have a Pro or Premium 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?
Is there a way to add or upload external invoices?
If you would like to upload non-regulated invoices to your account, you will need to have a Pro or Premium subscription. You will be able to edit these invoices and choose their payment schedules. Learn how to do so here: Where do I upload and manage my invoices?
If you’d like to learn more about this feature and upgrade your plan, click here: Fintech Automated Invoice Processing.
How can I auto-approve my non-regulated invoices like my regulated ones?
Regulated and non-regulated invoices sent from a vendor are automatically approved and scheduled for payment within the portal.
If you have a Pro or Premium subscription and upload non-regulated invoices, you can use the Auto-Approval feature to eliminate having to manually review uploaded invoices before being able to schedule payment. Auto-Approve is automatically enabled for vendor-submitted non-regulated invoices and cannot be disabled, but this is not the case for uploaded invoices.
To enable or disable Auto-Approve for uploaded invoices, choose a vendor within Vendors > My Vendors that you purchase non-regulated items from, then navigate to the Automated Invoice Approval message to activate the feature. Read more here How can I automate invoice approval for my non-regulated invoices?
How do I update my regulated and non-regulated net term?
To edit the net terms of regulated invoices, discuss your payment plan with the associated vendor. Any changes to your invoices due dates are dependent on the vendor.
If you upload non-regulated invoices within your Pro or Premium subscription, you can edit the net term if you’ve activated Auto-Approve for a vendor.
To do so, choose a non-regulated vendor within Vendors > My Vendors, click the Edit Net Terms button within the Auto-Approve message, then input the net term value (How can I automate invoice approval for my non-regulated invoices?).
How can I use Auto-Pay to schedule invoice payments?
Regulated and non-regulated invoices sent from a vendor through the Fintech Portal are automatically approved and scheduled for payment.
If you have a Pro or Premium subscription and upload non-regulated invoices, you can use the Auto-Pay feature to automatically schedule payments, making paying your vendors an easier and faster process. Auto-Pay is automatically enabled for vendor-submitted non-regulated invoices, but is not for uploaded invoices.
To enable or disable Auto-Pay for either type of invoice, choose a vendor you upload non-regulated invoices for within Vendors > My Vendors, then navigate to the Automated Invoice Payment message and click Let’s Activate. Read more here How can I automate payment scheduling for my invoices?