Invoicing

If 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:

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)

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)

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