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What this is

This is the Cards page under the Cards module in the merchant dashboard (left nav Cards -> top tab Cards, page subtitle “Issue, freeze, and manage your cards”). This is where merchants view all cards issued on the account, filter by status/mode/type/card number/cardholder, and manage each card — create, assign, activate, freeze, adjust limits, recharge, and more. Use this page to issue a card, look up a card, find someone’s card, or manage a specific card — it’s the most frequently used page in the card issuing module.

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Steps

Open the card list:
  1. In the left nav, click Cards.
  2. Select the Cards tab at the top (siblings: Overview, Cardholders, Transactions, Low balance).
  3. The list shows all cards on the account by default; use the Status / Mode / Type / Card number / Cardholder filters at the top to narrow the range.
Create a new card: click Create card in the top right to open the card-issuance form — first choose a card type (Company Card / Employee Card / Individual Card (Single) / Individual Card (Share); the actual options depend on which card products your account is assigned) and virtual/physical, then fill in the cardholder, card purpose, limit, and so on. See the Create card page for the full flow. Manage a single card: click the row’s trailing … menu; available actions are shown based on the card’s current status (see “Row actions” below).

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Fields and statuses

List columns: Card status:
Merchants can manually set only three statuses: Active / Frozen / Cancelled (the rest are system-driven transitions).
Type / mode: Type is Virtual or Physical; mode is Single or Share — shown as badges in the list, with shared cards showing a “Share” badge. Row actions (the ”…” menu): a single card’s right-side … menu shows the following actions depending on the card’s current status:
  • Activate Card — activate a card pending activation
  • View Details — view the card’s full information
  • View Card Ledger — view the card’s ledger/statement
  • Update Card Status — switch between Active/Frozen/Cancelled (i.e. freeze, unfreeze, or cancel the card)
  • Update Card (limit) — adjust the card’s limit
  • Card Recharge — add funds to the card
  • Change PIN Code / Reset PIN code — physical card PIN management
  • Logistic Info — shipping information for a physical card
Which actions are shown depends on the card’s type (virtual/physical) and current status.

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Edge cases and troubleshooting

  • List shows “No cards yet”: this account has no cards yet; the hint reads “Create your first card to get started” — click Create card to add one.
  • Filtered to “No cards match your filters”: the current Status/Mode/Type filters have no match — clear filters and check again.
  • Card number shows only a mask: only a masked number is shown for security; use the inline copy button to copy the full card number.
  • You want to freeze/unfreeze/cancel a card: select Update Card Status from that card’s … menu, and change it to Active/Frozen/Cancelled.

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Common questions (Q&A)

  • Q: Where do I see my cards? / How do I check all my cards? A: Left nav Cards -> top Cards tab; the list shows all cards on the account.
  • Q: Where do I issue a card? / How do I create a new card? A: Click Create card in the top right of the Cards list page, choose a card type (Employee Card/Share Card), then fill in the cardholder and other details.
  • Q: How do I freeze a card? / How do I unfreeze it once frozen? A: Select Update Card Status from that card’s … menu, change it to “Frozen” to freeze it or back to “Active” to unfreeze.
  • Q: What does a “Pending” card status mean? A: The card is processing (e.g. just created and not yet ready) — it is not frozen.
  • Q: What card statuses exist? A: Pending, Active, Frozen, Blocked, Cancelled, Pre-Cancelled, Expired, Failed; of these, merchants can manually change Active/Frozen/Cancelled.
  • Q: What’s the difference between “Pre-Cancelled” and “Cancelled”? A: Pre-Cancelled means the card has entered the cancellation flow but is not yet formally cancelled; Cancelled means the card has been cancelled.
  • Q: What card types are available? What’s the difference between an employee card and an individual card? A: Company Card (marketing/subscriptions/supplier transactions), Employee Card (travel/benefits/entertainment expenses), Individual Card Single/Share (personal expenses and online purchases); all support virtual/physical. Which types you can choose depends on the card products assigned to your account — see the Create card page for details.
  • Q: How do I choose between a virtual and a physical card? A: Select virtual or physical for the card type when creating a card.
  • Q: How do I recharge a card / change its limit? A: Select Card Recharge or Update Card (to change the limit) from that card’s … menu.
  • Q: How do I find a card by cardholder? A: Use the Cardholder filter at the top of the list to search by cardholder name.
  • Q: How do I copy the card number? / Why is only half the card number shown? A: The list only shows a masked number for security; click the inline copy button next to the card number to copy the full number.
  • Q: What do “Available” and “Limit” mean in the list? A: Available = the card’s currently available amount; Limit = limit usage (used / total).