Content Comparison

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• Customer Type Subclient- Parent Customer Advarra- Top Client Pathward

• Fill out company information

• Contact Name- Advarra Invoicing

• Contact Email michael.greenwood@advarra.com

• AM Will Turley

• Advarra Clients in the set up chose - show full card number

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Invoicing:

Contact person List Advarra Invoicing then michael.greenwood@advarra.com

And then for the naming convention do Advarra - location name

Order Approvals:

Payroll is just set up to have account management approval over 500 cards since payroll is not charged card fees and we cannot override it for clinical trials

**This is why Jane is listed as the Account Manager on all clinical trial clients so we don't miss any approval emails. Implementation Manager can approve the order as well.

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• No need to upload the contract click next

Program Setup

• Product Type-Corporate Payments

• Product Selection- For Generic Advarra Clients Visa-CT2-LAP-IIC

  • if Advarra client is branding likely will be on Mastercard CT2 LAP IIC

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• Enter Client ID

• Then create virtual funding account. Enter the VF Client ID and Click Create Virtual Account.

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• In First Name put the company name and then click save and add

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• Then select package id 162395 - Advarra CT2 Visa LAP PW

  • check box for EOY 1099 Report

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• Click Next

• Invoice Setup

  • Pricing plan-CT Direct

    • Card fee $2.50

    • Load fee $0.75

    • If client is branding add $500 branding fee

  • Payment Options leave blank

  • Click Invoice Value Load Fee

  • Click Invoice Client

  • Invoice Generate Period-Start of The Month

  • Due Date Period- 30 Days

  • Company Name = Advarra-Client Name

  • Contact Email michael.greenwood@advarra.com

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  • Add Fees to Invoice

    • Value Load Fee

    • Card Fee

    • Shipping

    • Branding if applicable

  • Then click next until you get to Finish

Advarra Portal Admin Setup/ Spreadsheet updates

• Go to Portal Admins

• Create User

• User Role-Customer Admin

• Customer-Client Name

• First Name- Emily

• Last Name- Ledney

• Email-emily.ledney@advarra.com

• Username- Advarra_Clientname

• Make sure all selections are applicable to program

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• Click Send User Registration Email

• https://fileshare.forteresearch.com/WebInterface/login.html#/ may need to email Emily to get access

• Complete spreadsheet with API IDs