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How to create a virtual card as an admin?
How to create a virtual card as an admin?
David James avatar
Written by David James
Updated over a week ago

Virtual cards can be issued easily and at any time, in unlimited quantities, and can easily be transferred or terminated if need be. Virtual cards can be used for any digital purchases such as advertising, online purchases, SaaS, etc.

You can also add them to Apple or Google Pay for in-store purchases at merchants that accept these forms of payment. They are safer than physical cards and easier to manage.

For Admins and Card Managers

As an admin or card manager, you can order a virtual card for yourself or your team by following these steps:

  1. From your "cards" menu, click on "Virtual card section".

  2. Select the + Virtual card button, on the top right hand side.

  3. The new virtual card form open, select the user for whom you're creating the virtual card, or create one for yourself.

  4. Select the cards linkage. It can link to the cardholder's department or any additional project where the cardholder is added.

  5. Fill in the required information and click "Request Card" once finished.

  6. The virtual card details will be available immediately for use.

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