All Reward clients must be set up within invoicing within the Dash 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:
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
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)
Invoice Generate Period: Select Start of the Month
Due Date Period: 30
Add the billing contact and address
The fee’s selected to add to the invoice will be determined by the product type:
Reloadable Reward - Value Load Fee, Card Fee, Postage, Branding Fee (If applicable)
Nonreloadable Reward - Card Fee & Postage, Branding Fee (if applicable)
