What does the Activity screen show me?

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 - The account was sent an invitation to join Fintech.
Registered - The account registered with Fintech and the account is being reviewed before going Live.
Live - The account is ready to process your invoices through Fintech for faster payment.
Processed - The account has processed invoices through Fintech for your company.
Invite to Expire - The invitation has not been accepted in 55 days. You may want to send a reminder (learn more below) or reach out to the retailer.
Expired - The invitation has not been accepted within a 90-day period. You will need to re-send the E-Vite.

⚠️ An account may remain Invited even after they've joined Fintech and are receiving deliveries. This could happen if the account registered with Fintech on their own. Contact Client Services to confirm how an account was registered.

E-Vite Delivery Statuses

You 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, and if needed edit the contact.

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 9^th 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 view account details, send invitation reminders, or view invitation and reminder history:

The Activity Details tab includes account and invitation information. If an E-Vite was sent and the account hasn't responded (check Account Status), you can click Send Reminder (read more below: Sending Invitation Reminders).
The Invitation History tab lists the E-Vites 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 an E-Vite is sent and its status is Delivered, the retailer will be sent a total of 3 automatic reminders to their Fintech Portal account regarding the invitation:

24 hours after initial invite.
3 days after initial invite.
6 days after initial invite.

You can send an invitation reminder to an account that has not accepted an E-Vite:

Find and open the account within the Activity page.
Click the Send Reminder button next to their name.

Manual reminders can be sent at any time, but more than 24 hours will need to have passed since either the initial invitation, auto-reminder, or previous manual reminder we sent. You can send a maximum of two manual reminders per account; the Send Reminder button will become disabled for 24 hours after the first reminder, then permanently after the second.

⚠️ Once an invite has been Expired, reminders will be disabled, and you'll need to send a new invite to that account. Learn more here: How to Send an E-Vite

💡 Basic users can only send reminders to accounts they've invited, while administrators can send reminders to any account invited through E-Vite.