Use the Activity tab to view an all-time list of your company's retailer accounts invited via E-Vite.
The Activity tab shows a list of accounts your team members have invited to use Fintech. It includes how they were invited (text or email), their status, and whether their invitation was received. You can click on the invitation detail (line item in the table) to view more account details and to send reminders to the account contacts.
Activity Table
The table shows all accounts that have been invited via E-Vite to use the Fintech Portal by the user selected in the Team Member field above the table.
The table defaults to sorting by the most recent invitation. Click on a column header with an arrow next to it to sort the table by that column in ascending or descending order.
💡 In the upper left corner of the table, Total Accounts shows the total number of accounts that the selected user has invited through E-Vite. The default view will show the first 10 accounts. You can increase the amount seen in the table by changing the value shown in Rows Per Page at the bottom right of the screen.
Invite Status
If an account has been sent an E-Vite, the status of their account will be shown within the Status column:
- Invited - account was sent an invitation to join Fintech.
- Registered - account registered with Fintech and the account is being reviewed before going Live.
- Live - account is ready to process your invoices through Fintech for faster payment.
- Processed - The account has processed invoices through Fintech for your company.
⚠️ An account may remain in "Invited" status even after they've jointed Fintech and are receiving your deliveries. This can happen if the account registered with Fintech on their own. You can contact us to confirm how an account was registered.
Delivery Status
You can also view the status of an E-Vite within the Delivery Status column, which includes:
- Delivered - the email successfully reached the recipient's inbox or phone.
- Not Delivered - the invitation failed to reach the recipient's inbox or phone (possibly incorrect contact information, inbox rules, etc.). Confirm that your recipient's contact information is correct.
Searching for accounts
Use the Search Field and Filters to narrow down the list of accounts in the Activity Table.
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 if it’s part of a large chain, use the following format: Walmart 4010 N 9th Ave, Tampa FL
You can use the filter options to narrow down results by:
- Type of invitation (email or text).
- Date the invite was sent (All Time is selected by default).
- Status of the account. (Learn more about invite statuses here: How can I use the Accounts page to manage accounts?
- Who invited the account to E-Vite (the Team Members filter can only be used by an administrator. Learn more here: How do I invite new users to E-Vite?).
- Status of the invitation.
Viewing Activity Details
Click on an account in the table to view its Activity Detail. Here, you can send a reminder to an account contact, as well as view accounts information and whether invitations and invitation reminders have been sent.
- The Activity Details tab includes accounts information and invitation information. If an E-Vite was sent, you can click Send Reminder if you see the accounts has not responded to their invite via their Account Status.
⚠️ You can send a maximum of 2 reminders per accounts, and they can only be sent 24 hours apart. You have to wait 24 hours before sending a second reminder (the Send Reminder button is disabled during this time and then permanently after the second reminder).
💡 If the Delivery Status is Not Delivered, you can Edit recipient information and resend the E-Vite. - The Invitation History tab lists the invitations that have been sent to this account. Each line shows who sent the invitation, date and time the invite was sent, the invite status (account status), and delivery status. The list of reminders is sorted from oldest to newest.
- The Reminder History tab lists the reminders that have been sent to this account. Each line shows the date and time the reminder was sent, and whether the reminder was Automatic (generated by E-Vite) or Manual (sent by a member of your organization). The list of reminders is sorted from oldest to newest.
Sending Invitation Reminders
After you send an invitation to a accounts through E-Vite, they will automatically be sent a total of 3 automatic reminders to their Fintech Portal account regarding the invite. This includes:
- 24 hours after initial invite.
- 3 days after initial invite.
- 6 days after initial invite.
If they do not respond after 6 days, you can manually re-invite the accounts. This will send them the same message as the original invitation via their preferred method of contact (text or email).
⚠️ Basic users can only send reminders to accounts they've invited, while administrators can send reminders to any accounts invited through E-Vite.
⚠️ You can send a maximum of two reminders per accounts, and they can only be sent 24 hours apart. The Send Reminder button becomes disabled for 24 hours after the first reminder is sent, then permanently for the accounts after the second.
To re-send an invitation reminder:
- Find and open the account within the Activity page.
- Click the Send Reminder button next to their name.