Request a New Card

Before requesting a new card you need to ensure your account has enough balance, if not you'll need to add it.

To request a new card you will go to the billing section in the admin site, then choose the "Issuing Cards" tab, you should see the "+Add" button, located at the top right of the section.

After the button is clicked you will see the "Add Issuing Card" form, here you need to fill out the relevant information about the cardholder and the card limits. The fields are the following:

Card Type: Virtual

• Card Type: The type of card to issue, either physical or virtual. If virtual is chosen the cardholder will receive an email from us with the card information (card number, exp. date, and security code), if physical is selected then our issuing partner, Stripe, will ship a card for them to the specified shipping address.

• Cardholder First Name: The first name of the cardholder.

• Cardholder Last Name: The last name of the cardholder.

• Cardholder Email: The email of the cardholder.

• Cardholder Phone (optional): The phone of the cardholder.

• Add Spending Controls: Whether to add spending controls to the card. If checked the following fields will be presented:

  • Spending Control Amount: The spending control amount of the card.

  • Spending Control Interval: The spending control interval of the card, whose value is selected based on the following options: Per authorization, daily, weekly, monthly, yearly, and all time.

• Billing Address Line 1: The billing address line 1 of the cardholder.

• Billing Address Line 2 (optional): The billing address line 2 of the cardholder.

• Billing Address City: The billing address city of the cardholder.

• Billing Address State: The billing address state of the cardholder.

• Billing Address Postal Code: The billing address postal code of the cardholder.

• Billing Address Country: The billing address country of the cardholder.

Card type: Physical

The following fields only show up when the card type selected is "Physical":

• Use Billing Address For Shipping: Whether to use the billing address for shipping. If this option is not selected the following fields will need to be filled.

• Shipping Address Line 1: The shipping address line 1 of the cardholder.

• Shipping Address Line 2: The shipping address line 2 of the cardholder.

• Shipping Address City: The shipping address city of the cardholder.

• Shipping Address State: The shipping address state of the cardholder.

• Shipping Address Postal Code: The shipping address postal code of the cardholder.

• Shipping Address Country: The shipping address country of the cardholder.