This video will show you how to create a card on the portal
You can create a card by navigating to the payment tab (card icon) on the header of the portal. You will see a list of historic cards that have previously been created.
- Select the green card button on the top right hand side of the screen
- Complete the fields that pop up:
- Currency/Funding Account: which funding account the card payment(s) should be be debited from when the transaction settles
- Card Type: This will determine the rebate you get
- Activation Date: The card cannot be used before the date you enter. It will default to today
- Amount: This is the card limit
- Tick the multi-use box if you want to use the card for more than one transaction
- Send as email: this will send a secure email link to whoever you email the card to. The link will be available until the "link expiry" date
- Enter the relevant meta data. You can use the meta data fields for whatever you'd like, for example in the "supplier reference" field, you could add supplier name or product description if that is more valuable for you
- Click the green arrow to create the cards
- The card image, with card details e.g. card number and CVV will be visible on the screen. You can now use the card details (card number and CVV) as you would with a physical card
- If you selected "send as email" it will then be sent to your supplier
The clip below illustrates how to create a card
If you require further assistance, please raise a ticket with our customer support team here.