Fintech integration for payments (US)

fintech is an easy way to automate payment collection for self distributing beverage producers the breww integration will automatically push your applicable breww sales data to fintech, so they can handle payment for you these payments will then be reconciled back to breww there's no need to export csv files and import them to fintech manually, as with breww, the entire end to end process is fully automated once the integration has been set up, you'll be able to add a "fintech customer account id" to any applicable customer accounts this will ensure that the correct fintech customer account is billed you'll also be able to choose for these customers whether you'd like payments to be automatically sent to fintech for you or not any customers without a "fintech customer account number" set will be completely ignored by the integration, and you can continue to process their payments outside of fintech setting up the integration first, contact your fintech account manager and ask them to enable ftp access on your account for integration with breww they should also ensure that payment confirmation files are sent to breww via the ftp server once this has been done, they should send you ftp login details (username and password) you'll need these in breww within breww, go to integrations > payments > fintech and use the set up fintech integration button configuring customer references between breww and fintech for the integration to work, you need to tell breww the "fintech customer id" for each breww customer that you'd like to handle payments via fintech you can manage the fintech customer account number for any breww customer by visiting the customer's page in breww and using the "settings" tab we recommend using breww's fintech customer data management tool when you first set up the integration, as this will save you lots of time this tool allows you to import a csv file (that you can export from the fintech web portal) to breww, and breww will automatically map and validate your customer account ids this tool can be found by using the manage customer data button in the top right of the main fintech integration page this tool can also be used at any time (not just during the first set up) to validate all your customer account ids and quickly set missing values additionally, you can set the customer's fintech account id when initially creating the customer in the "invoicing and billing" section of the main customer creation form taking payments when a customer has been configured with their fintech customer account id, their invoices can be charged by fintech you've two options let breww automatically tell fintech to take the payment upon invoicing; you manually ask breww to request the payment via fintech automatically if you would like breww to take payments automatically, simply check the "automatically charge this customer for their orders via fintech when invoicing orders" box in the customer's fintech settings breww will now automatically process payments for this customer, which saves you from having to do each one manually if you'd prefer to take payments manually, please keep reading for how to do so manually if you choose to take payments manually, then on orders with a payment outstanding, you'll see a button a bit like the following image|690x391 how payments show in breww when a payment is taken (either automatically or manually), breww will initially queue this payment, and a "pending" payment will be added to breww, which looks like this screenshot 2024 05 20 at 11 17 16|690x111 fintech requires breww to submit payments once per day, so each evening, breww will automatically communicate with the fintech ftp server to submit all queued payments at this point, the payment's status will be updated from "pending" to "processing", so you know what stage each payment is at you'll also be able to see the customer account id that we used to request the payment in the blue box once the payment has been processed by fintech, they will send breww a payment confirmation at this point, breww will update the payment to show as "complete", and the blue box will be updated to show the "fintech trace number" to ensure that if you have any difficulties with the payment, you can easily reference the exact transaction within fintech itself it looks like this screenshot 2024 05 20 at 11 15 11|690x111 in your fintech integration settings, you can choose whether you'd like fintech payments automatically uploaded to your accounting software if you choose for these to be uploaded, this will only happen once the payment is showing as "complete" payment status in breww explanation pending breww will soon submit this payment request to fintech processing the payment request has been submitted to fintech and should be showing in their online dashboard within an hour of this status showing in breww complete fintech has confirmed to breww that the payment has been taken successfully viewing all fintech payments a report on all payments submitted to fintech is available at integrations > payments > fintech > tools & reports > view payments this report allows you to easily filter on the payment status if required