What does the Customers screen tell me?

You can view a list of all customers for whom you can create invoices within the Customers section.

In the Customers > My Customers screen, view a list of the locations and retailers you serve:

In the By Location tab:

• View a list of locations you serve (Location Name).
• View the retailer each location is associated with (Customer Name).
• View a location's address.
• View a location's account status and if you can send them invoices using the portal (Status).
• Click on a row to see location details, location contacts, submitted invoices, as well as create invoices, and manage contacts and customer IDs (location ID).
  

  ⚠️ Only Advanced and Admin users can manage contacts and IDs. Learn more here about user types here: How do I invite and manage users on the platform?

In the By Customer tab:

• View a list of the retailers you serve.
• Confirm whether all locations you serve have been invited to Fintech (reflected in the count seen in the Locations Served column).
• Find the date a retailer account began receiving invoices (Live Date).
• View each retailer account subscription plan (Free, Pro, Premium, etc.)
• Click on a retailer to view their locations and contacts. You can also click a location to see the same detailed view seen in the By Location tab.

Filtering and Searching for Customers

There are a few ways to find locations or retailer accounts among your customer lists:

• Click on a column name in the header of the table to sort by that column:
• Use the search bar on the page to filter the table by:
  • Customer ID
  • Customer Name (returns 10 customers at a time)
  • Location Name
  • Location Address
• Underneath the search bar, use the dropdown boxes to filter by a customer’s status or live date (i.e., when the relationship is active between both parties).
• Use the More Filters button to the right of the dropdown boxes to:
  • Filter by the person who created the invoice
  • Sort by a table column.
  • Sort in ascending or descending order.

💡 In the More Filters panel, you can click the Save as default filter toggle to maintain these settings for future log-in. 

• At the bottom of the page, you can filter the number of results returned, as well as go to the next page of results.
  

 

Managing Customers

Adding Customers

Adding locations and retailers within the portal is not yet enabled but coming soon. Contact Client Support for assistance.

Customer Status Types

There are two status types applied to retailer locations that indicate whether you are able to send them invoices through the vendor portal:

After you submit a relationship request, the retailer will be responsible for accepting the invitation and making the requested location Active. If an account has a Pending status for a long time, reach out to the retailer or contact Fintech's Client Support.

You can see a location's account status in the By Location tab under the Status column:

Adding or Editing Customer IDs

Customer IDs are provided by the retailer for each location. They can be viewed in the My Customers > By Location tab after your company has established a relationship with the retailer. They help to auto-populate location information when creating an invoice in the Manage Invoices or Customers section.

To add or edit customer IDs:

1. Go to My Customers > By Location and click on a row.
2. Click the manage IDs button to add or edit the Customer ID:
   

Adding or Editing Location Contacts

You can see a location's contacts by clicking on a row in My Customers > By Location, or by clicking on a retailer and opening a location within the By Customer tab.

If a location you requested to have a relationship with already has a Fintech account, its contacts will automatically appear in the location's details page. These contacts cannot be edited or deleted; you can only manage contacts you have manually added to the location.

⚠️ When adding a new contact for a location, confirm you are not adding a duplicate.

If there are not contacts and you'd like to add some:

1. Go to My Customers > By Location and click on a row.
2. Click the Add New button and fill out the contact form: 
   
3. Click Add once the form is accurate and complete.

You can edit your manually added contacts by clicking the pencil icon on the contact card (seen in the above screenshot).

Creating an Invoice

Not only can you create an invoice for a retailer within Invoices > Manage Invoices, but you can also do so within the My Customers tab. When viewing a location's details through either the By Location or By Customer tabs, click the Create Invoice button to open the builder:

For further instruction, click here: How do I use the Invoice Builder?