Understand the different plans and find the one right for your company. Plans range from Free to Premium.
The monthly fee for using PaymentSource depends on your subscription level:
- The Free plan includes up to 10 locations, and an unlimited number of vendor relationships. This plan is limited to 2 users on the Fintech Portal and viewing 10 days of payment activity.
- Higher tier plans include features such as viewing and downloading invoices, detailed line-item information, non-alcoholic invoice processing, and longer invoice and payment activity history.
There are 4 plans: Free, Lite, Pro, and Premium. Subscription fees will vary based on promotions and discounts. You can view the fee schedule on Settings > Plans.
How long can I use the Free plan?
There is no limit on using the Free plan for registered users.
New registrants can try a paid higher tier plan free for 60 days. Existing clients on Auto-Pay can try a 30-day free trial of the Pro plan.
What features are included in the plans?
Plans include Free, Basic, Lite, and Pro, Premium.
Lower tier plans include recent invoice history, recent payment activity, and vendor relationship setup.
Higher tier plans include longer payment activity history, invoice history and the ability to download, non-alcoholic invoice processing, invoice editing, and more vendor relationships allowed to be set up.
To view what is included in each tier, go to Settings > Plans.
How do I downgrade or change my plan?
Please contact Client Services for help in changing your plan at support@fintech.com. Be sure to include your name, your company’s Fintech Customer Number (located in the upper right-hand corner of the screen), and a brief description of your request.
How do I cancel my subscription and account?
To cancel your subscription or account, you will need to contact Client Services at cas@fintech.com. Be sure to include your name, your company’s Fintech Customer Number (located in the upper right-hand corner of the screen), and a brief description of your request.