Hi!
Now that your account has been approved you are ready to issue cards for you and your team! 

Issue virtual cards for online transactions

Virtual cards have the same qualities as physical ones. The only difference is, that you don't have the plastic card. Our customers use virtual cards for online payments like online marketing spend (GoogleAds, Facebook, etc.), online software subscriptions, flight tickets, hotels, etc. 

As an administrator, you can issue virtual cards by following these steps:

  • Log into your Payhawk account
  • Go to Cards on the on the right-hand side menu 
  • Click on the + button (issue card) on the top left menu
  • Select issue virtual card on the right-hand side
  • Select the employee assigned to the card
  • Choose whether users can request additional funds (available only for Premium and Enterprise plans)
  • Confirm by pressing Issue card

Remember! Virtual cards are automatically activated. Your team can start using them directly after you issued them. 

Issue physical cards 

The cool thing about physical cards is that you can take them with you. Hence, when you are on your business travels or having a business lunch, this is the card type that you'll need.

As an administrator, you can order physical cards by following these steps:

  • Log into your Payhawk account
  • Go to Cards on the on the right-hand side menu 
  • Click on the + button (issue card) on the top left menu
  • Choose whether ATM withdraws are enabled
  • Choose whether users can request additional funds (available only for Premium and Enterprise plans)

Physical cards arrive in less than 5 business days

Enterprise Plan

For Enterprise customers, we provide two different ways to issue cards

Stand-alone limits

Stand-alone limits are meant to allow you the flexibility to give cards individual monthly limits. Such cards are ideal for recurring payments that are easy to estimate and do not require complex approvals. For example, purchasing office expenses or paying subscriptions.

  • Choose between a physical or a virtual card on the right-hand side
  • Assign it to an employee
  • Enable ATM withdraws (for physical cards)
  • Enable fund requests (Start using Payhawk fund requests)
  • Press issue card to confirm your decision

Company policy (Do you know what are company policies?).

This feature is ideal for organizations that want to group their cardholders in different categories based on their spending behavior. For example, you can define a high-level management policy that can have a high spending limit. Whenever you choose a card to belong to this policy, the limits are automatically enforced.

  • Choose between a physical or a virtual card on the right-hand side
  • Assign it to an employee
  • Assign the card to an existing company policy
  • Press issue card to confirm your decision

Important! 

Please remember that each physical card is associated with individual employees. Each cardholder must activate their own physical card within the Payhawk mobile app.

More questions? Feel free to ping us on Intercom.

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