Advarra Client Set Ups

(L3) Advarra LAP, 743968

Company Information

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
Enter Client ID
Then create virtual funding account. Enter the VF Client ID and Click Create Virtual Account.
In First Name put the company name and then click save and add
Then select package id 162395 - Advarra CT2 Visa LAP PW
- check box for EOY 1099 Report
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
- 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
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

Implementations Procedures