You can assign Fintech as the payment provider and then export only the orders where the account is using Fintech.

There are 2 steps to enabling this function.

Part 1: Assign the payment provider to the account.

Part 2: Export Orders to Fintech (Admins Only)

Part 1: Assign the payment provider to the account. Payment Provider is visualized on the right column on the account page

  1. Go to the Accounts page
  2. Click into the account you wish to make a Fintech account
  3. On the left-hand side, under the account name, click Edit
  4. Scroll to the Invoicing / Delivery section
  5. Click the drop-down menu for Payment Provider and select Fintech

    • Note: Assigning the Payment Provider as Fintech does not change the payment terms on the invoice. You will also need to assign the Payment Terms: Label that matches the terms of an Alternate Payment Term that is aligned to your Fintech terms. Please see the Knowledge Base article about creating Alternate Payment Terms

  6. Click the blue Save button

Part 2: Export Orders to Fintech (Admins Only)

  1. Go to the Orders screen
  2. Click on Export orders
  3. Select Fintech
  4. Select the supplier from the drop-down menu
  5. Toggle Account Payment Provider to Fintech
  6. Select a date range
  7. Click the blue Export button

NOTE: If you currently use the QB export to process a Fintech order, reach out to your Fintech representative before transitioning to Vinosmith to ensure everything is processed correctly.

Fintech requires that the name of the account in Fintech matches the name of that account in Vinosmith exactly.