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Add New Customer- Customer Type Subclient- Parent Customer CRIO-Top Client Pathward

Complete company information.

No need to upload the contract click next

Program Setup

  • Product Type-Corporate Payments

  • Product Selection- Mastercard-CT2 LAP-IIC

    image-20241025-173634.png

  • Enter Client ID

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

  • image-20241025-173943.png

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

  • image-20241025-174045.png

  • Then select package id 19047 CRIO Clinical Research MC CT2 MB

    • check box for EOY 1099 Report

  • image-20241025-174214.png

  • 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

  • Add Fees to Invoice

    • Value Load Fee

    • Card Fee

    • Shipping

    • Branding if applicable

  • Then click next until you get to Finish

Move on to page CRIO-Client Email Page

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