Hi!
Now that your account has been approved you are ready to issue cards for you and your team! You can issue a physical card or a virtual one.

Important! Please remember that in order to be able to issue a card, you must have already deposited funds into your account.

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 issue a physical card by following these steps:

  • Log into your Payhawk account

  • Go to Cards on the right-hand side menu

  • Click on the + button (issue card) on the top left menu

  • Select issue Physical card on the right-hand side

  • Select the employee assigned to the card

  • (optional) Set a name of the card so it would be easily recognizable. You can also do this later. You can find more about the cards' names here.

  • Set limits of the card. You can set stand-alone limits valid only for this card or assign the card to an existing company policy used on many cards.

  • Choose delivery address. If you are about to issue a physical card in EUR or GBP, you can choose whether the cards to be delivered to your company address or you can fill in another delivery address (address, city, postal code and country) for the particular card.

  • Confirm by pressing Issue card.

Physical cards arrive in less than 5 business days from issuing.

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.

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 a virtual card by following these steps:

  • Log into your Payhawk account

  • Go to Cards 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

  • (optional) Set a name of the card so it would be easily recognizable. You can also do this later. You can find more about the cards' names here.

  • Set limits of the card. You can set stand-alone limits valid only for this card or assign the card to an existing company policy used on many cards.

  • Confirm by pressing Issue card

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

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.

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.

More questions? Feel free to ping us on Intercom.

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