Permission Required: Users with the Admin Profile and Card Manager can access this feature.
Regional Availability: Australia, India, Singapore, United States
Overview
Virtual cards can be issued effortlessly and in unlimited quantities at any time. They can be easily transferred or terminated as needed. Ideal for digital purchases like advertising, online shopping, and SaaS subscriptions, virtual cards can also be added to Apple Pay or Google Pay for in-store transactions at merchants that accept these payment methods. They offer greater security than physical cards and are simpler to manage.
As an admin or card manager, you can order a virtual card for yourself or your team by following these steps:
From the "Cards" menu, click on the "Virtual Card" section.
Select the + Virtual Card button in the top right corner.
When the new virtual card form opens, choose the user for whom you’re creating the card or opt to create one for yourself.
Select the card’s linkage, which can be tied to the cardholder’s department or any relevant project.
Fill in the required information and click "Request Card" to complete the process.
The virtual card details will be available for use immediately.
