Send your retailer accounts invitations from the Home page, as well as from the Accounts page.
Inviting accounts to use Fintech's invoice paying services via email or text is the most important feature in E-Vite. There are several ways to do this, including:
- Home > Invitation widget > Click Send Invite.
- Accounts
- Select Map View > Hover over an account dot to reveal a popup window > Click Send Invite.
- Select List View > Click Send Invite on a row in the table.
Additionally, with the E-Vite mobile app, retailers can be invited to create a Fintech account by scanning a Quick Register code from your device:
Upon scanning the Quick Register code, the retailer must click the registration link on their mobile device to ensure their account has an Invited status. They may then complete the registration form at any time. For more information regarding invite statuses, click here: What does the Activity screen show me?
How to Send E-Vites using Accounts
The easiest way to send an E-Vite through email or text is by using the Accounts page:
- First, either:
- Select Map View > Hover over an account dot to reveal a popup window > Click Send Invite.
- Select List View > Click the Send Invite button on an account's row.
💡 If you cannot find the retailer you're looking for, you may need to add them as an account. Learn more: What if I can't find a retailer on the Accounts page?
- The invitation form will appear with the Account Name and Account Info prefilled:
- 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 include a custom message with the invite, but this is not required.
- When the invitation outline is ready, click Send Invite.
The retailer will receive an email or text to their account:
If the invitation's link is opened and a user begins registration but doesn't finish, they can click the link again and use it to set up their E-Vite account. You do not need to resend an E-Vite for this circumstance.
⚠️ If you ever deactivate a retailer account with active invitations, contact Fintech to get help expiring these E-Vites. Invitations that are still within their 90-day validity period can be used by accounts that have been deactivated.
Invitation Delivery Status
You can view the status of an E-Vite within the Activity page: What does the Activity screen show me?
Resending Invitations
⚠️ You can send E-Vites to multiple contacts for a location but cannot send a new invitation to the same contact until the original invitation has expired.
If an E-Vite isn't accepted within 90-days, you can resend it by following the process above: use Accounts to find the retailer, then click Send Invite and fill out the invitation form.
If a retailer declines an invitation, your account Admin will receive an email with further details. Contact your Admin or Fintech to determine whether the retailer can be sent another E-Vite.
Invitation Errors
If E-Vite is unable to send an invitation, message us for help via Settings > Contact Us. Learn more here: How can I contact Fintech for Help?
Managing Accounts
To learn more about finding and managing accounts, click here: How can I use the Accounts page to find retailers and manage current accounts?