All Reward clients must be set up within invoicing within the Dash PortalIf a client is being charged a card fee, load fee, shipping fee, or branding fee then you should set them up for invoicing in the portal. The only exception is for FIS Referred clients, since they are billed directly by FIS. Follow the steps below to complete the invoicing section:
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Send FIS Referrals to the Slack Channel #FIS-Clients. Provide the Name, Client ID, and fee’s |
Pricing Plan Section
Select the Pricing Plan from the drop down list. There are a lot of options so pick the description that matches best and then review the details to ensure it is the correct option. Key Items to check are
Rate/Card Issued
% of Value Load
$ Fee per Value Load
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Payment Options
Leave the payment options dropdown Blank
Bypass Funding (DO NOT USE - this was custom built for a client and needs approval)
Invoice Section
Select Invoice this client (leave blank if FIS Referral)
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