Find detailed information about your invoices and payment details here.
Where can I see my payment history?
To view payment history, go to Invoices > Payment Activity. See withdrawal dates, payment amounts, payment statuses, and more.
If you are on the Free plan, you can view 10 days of payment activity, while a Lite subscription will show the past 15 months. With a Lite (or better) subscription, you can download a PDF copy of an invoice. Read more here: Where can I find an invoice and payment history?
Learn about the benefits of upgrading your subscriptions here: Fintech AP Processing.
Why can't I see my payment?
If you do not see your invoices, check the Location filter at the top of the page or the filters by the search bar.
Learn more here: Where can I find Payment Activity for invoices from vendors and distributors?If you are still having trouble, contact Client Services.
What happens if an invoice payment fails?
For Free accounts, Fintech will notify the vendor of a failed payment. The vendor may contact you directly or resubmit the invoice to Fintech.
If you are subscribed to a plan, Fintech can help. A same-day wire transfer by 4 p.m. EST will be requested. You will receive an email detailing the reason for the failed payment with instructions on how to wire money to Fintech.
If the wire transfer is not received by the deadline, the vendor will be notified of the bank return and take the next step in helping you resolve the unpaid balance.
To avoid future failed payments, confirm the bank account added to your account is correct via Settings > Payment Management. For information regarding adding or editing a bank account, click here: How do I add or update a Bank Account?
If you need further help, contact Client Services.
Can I resend a failed payment?
A new payment cannot be sent to a vendor if the original payment has failed, unless the vendor resubmits the invoice to Fintech.
Why are my invoices not being paid?
If invoices from a vendor are not being paid, confirm that a bank account has been assigned to pay the vendor (How do I manage my current vendors & distributors? - Changing Bank Accounts for a Vendor).
Next, check the bank account details within Settings > Payment Management. You may need to also contact your bank and confirm payments are able to be processed for the vendor (How do I add or update a Bank Account?).
If you still need assistance, contact Client Services.
Information Regarding Credits
Incorrect charges are often refunded to the retailer’s bank account as credit. If you have received and already paid an incorrect invoice, contact the vendor to discuss their crediting process. Your bank may take time to process the credit, so contact them for information regarding a refund timeline.
What should I do if I was charged incorrectly, or if an invoice is wrong?
If there is an incorrect charge on your account for portal subscription fees, contact Client Services.
If there is an incorrect charge on your account because a regulated invoice is wrong, contact the associated vendor to review the issue. With incorrect charges, vendors will often issue credit to your bank account, which can be seen within Invoices > Payment Activity (Where can I find Payment Activity for invoices from vendors and distributors?).
If you uploaded and submitted payment for a non-regulated invoice after noticing it contained incorrect information, you will need to contact the vendor to discuss how to proceed.
How do I generate a payment activity report?
If your company is subscribed to a plan, you can export a list of invoices from Invoices > Payment Activity. Filter payments if needed, then click the Export button in the top right corner. Choose either the current month or a past month to download a PDF or CSV report reflecting that month’s invoices. (Where can I find Payment Activity for invoices from vendors and distributors?).
Why does my payment activity report not contain data?
If an exported payment activity report is blank, either the month exported may not have had any invoice payments, or there is a delay in the available data in the portal. Please note that once an invoice has a Paid status, it will not be shown on the Payment Activity until the following business day.
Also, confirm that there are not filters being applied to the table that may limit the invoices being shown. Learn more about filters here: Where can I find Payment Activity for invoices from vendors and distributors?
Can I order from the Fintech Portal?
No, you cannot order from the Fintech Portal at this time. Check back later, we are adding capabilities all the time.