Flag Accounts with FIntech

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)

Go to the Accounts page
Click into the account you wish to make a Fintech account
On the left-hand side, under the account name, click Edit
Scroll to the Invoicing / Delivery section
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
Account:External Identifier (1) -- Fintech requires the account name to exactly match in Vinosmith. If the Fintech's account name is different, you may enter that name into this field
Scroll down and click on Save

Go to the Orders screen
Click on Export orders
Select Fintech
Select the supplier from the drop-down menu
Select the appropriate parameters
Optional: Toggle Account Payment Provider to Fintech. (Please only perform this step if you have communicated with Vinosmith and aware of this setting. Otherwise just skip this step).
Select a date range
Use Account: External Identifier(1) when populated? -- please check this box if this applies to you (please see bullet #6 in Part 1 above)
Click the blue Export button

Flag Accounts with Fintech