Find new retailer accounts in your area to send e-vites to, as well as view those that have already been invited.
The Accounts page shows retailers in your area, and whether they have registered with Fintech to pay invoices. You can easily filter the map and find clusters of accounts that have never received an invitation.
Both basic and administrative users can:
- Search for accounts and see their invite/account status using the Search field and Filters.
- Send E-Vites to retailers who currently do not use Fintech to pay their invoices. Click here for more information: How do I send invitations to retailers in E-Vite?
- Manually create an account (if you can't find it) with the Add New Account feature. For more information, see What if I can't find a retailer in the map on the Accounts page?
- Filter the map and save the view.
View E-Vite invitation status definitions by hovering over the i icon next to the Account header: 
These include:
- No Activity -Retailer has not been invited to Fintech yet.
- Invited - Retailer was sent an invitation to join Fintech.
- Registered - Retailer took action and is registered but has not completed setup.
- Live - Retailer is ready to process your invoices through Fintech for faster payment.
- Processed - Retailer has processed invoices through Fintech for you.
Searching for Retailers and Sending Invites
Use the Search Field and Filters to narrow down the list of accounts on the map.
The Search field pulls accounts from Google. You can search by account name and/or account address. For example, if you wanted to search for an account by name and address since it’s part of a large chain, use the following format: Walmart 4010 N 9th Ave, Tampa, FL.
Map View and List View
Toggle between Map View and List View by clicking the 2 buttons to the right of the Search field:
- The View Map button will show retailers in your area on a map.
- The List View button will show retailers in your area in the form of a list. They are sorted by closest to farthest in miles from your current location. From here, you can click Send Invite on a retailer's row to invite them to use Fintech's PaymentSource. Learn more about inviting retailers here: How do I send invitations to retailers in E-Vite?
Basic Filter Options
The 3 filters beneath the Search field, Premises (On or Off), Invite Date (All Time selected by default, and Status (invitation status) can be used in tandem with the Search field. For example, you can search for Walmart accounts that have been invited through E-Vite in the last 7 days.
Extra Filtering Options
To the right of the 3 main map filters is a More Filters button, which includes Class of Trade (business type, e.g., Bar) and Select States (states where retailers are located). After selecting your options, click Apply Filters.
You also have the option to save all applied filters by toggling the Save as default filter option. If you navigate to another screen or log out of E-Vite, these filters will persist until you save new filter selections. You can also click Reset All Filters to return the filters to their default settings.
💡 You can stack several (or all) of the map filters to further narrow your account search. For example, you can search for On Premise accounts that were invited in the last 30 days with Class of Trade: RESTAURANT in the state of Colorado.
Removing an Account
To remove a retailer account from your company's Accounts list, you must contact Client Services. Go to Settings > Contact Us. Click here for more information: Contact Us.