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 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 accounts and manage current accounts?
Sending Invites Using the Accounts page
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 already been sent through E-Vite to the retailer, when they were sent, who they were sent to, and the recipient's E-Vite account status. Learn about statuses here: How can I use the Accounts page to find accounts and manage current accounts?
- Invitation Outline - The Account Name and Account Info fields will have been prepopulated with the account'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 email and text that an account would receive upon invite:
E-Vites do not expire once sent to a retailer. 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 never expire and can still be used by an account that has been deactivated.
Invitation Delivery Status
You can view the status of an E-Vite within activity page: What does the Activity screen show me?
Invitation Error
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?