You can send retailers invitations through E-Vite in multiple ways. See how to use the Accounts tab to do so.
Being able to invite retailers to use Fintech's invoice paying services is the most important feature in E-Vite. There are a few pages where you will find the Send Invite button in E-Vite:
- Home > Customers widget > Click Invite Your Customers.
- Accounts > Map View > Hover over an account dot to reveal a popup window.
- Accounts > List View > The Send Invite button will be on the account's row.
- Accounts > Click on and open an account.
💡 To learn more about the Accounts tab, click here: How can I use the Accounts page to find retailers and manage current accounts?.
Sending Invites Using the Accounts tab
The easiest way to send an invite to a retailer is through E-Vite's Accounts tab. You can either:
- Toggle to Map View > Hover over an account dot to reveal a popup window > Click Send Invite.
- Toggle to List View > Click the Send Invite button on an account's row.
After clicking Send Invite, the next screen will show you:
- Invitation History - See if invites have been sent through E-Vite to the retailer, when they were sent, who they were sent to, and the receiver's E-Vite account status. To learn more about invitation and account statuses click here: How can I use the Accounts page to find retailers and manage current accounts?.
- Invitation Outline - The Account Name and Account Info fields will have been prepopulated with the retailer's information. Choose to send the invite via email or text in the Send By field, then input the contact information in the field underneath. You can also include a custom message with the invite.
When the invitation outline is ready, click Send Invite:
Here’s an example of the email sent to the retailer:
Here’s an example of the text message sent to the retailer. The representative's name for the vendor will appear at the top of the message:
