How do I create a card on the portal?

To get started, go to the payment tab in the portal header. Here you'll see a list of cards you've previously created.

Creating a card

1. Select + Card in the top-right corner of the screen.
2. Complete the following fields:
• Currency/Funding Account – the funding account the card payment(s) will be debited from when the transaction settles.
• Card Type – where possible, we suggest using the P2P-200 cards by default.
• Activation Date – This is the date the card is activated and cannot be used before this date. If you do not select an activation date, it will activate the day you create the card.
• Amount – this sets the card limit.
• Multi-use – tick this box if you want to use the card for more than one transaction.
• Send as email – sends a secure card link to an email address of your choice. Set the link expiry date to control how long the link stays active — after that date it will no longer work.
• Metadata – add any reference information you find useful. For example, you could use the "Supplier reference" field for a supplier name or product description.
3. Select Submit to create the card.
4. Your card details — including the card number and CVV — will appear on screen. Use these just as you would a physical card.
5. If you select "Send as Email," the card link will be sent to the email address you entered.

The clip below illustrates how to create a card.

Still need help? Raise a ticket with our support team.