Skip to main content

​
What this is

This is the card-issuance flow page under the Cards module in the merchant dashboard (page title “Create a card”). Opened by clicking Create card in the top right of the Cards list page, it’s a full-screen form: create a new card in one pass by “choosing a card type -> filling in card details (cardholder / card purpose / nickname) -> choosing virtual or physical -> setting a spending limit.” Use this page whenever you need to issue a card to an employee or colleague, or issue a virtual or physical card. A live card-face preview on the right updates as you change the type and cardholder.
The X in the top right closes the page and returns to the previous page without saving; unsubmitted content is discarded. The create-card entry requires the corresponding permission — without it, the “Create card” entry point is not shown.

​
Steps

  1. On the Cards list page (left nav Cards -> top Cards tab), click Create card in the top right to open the issuance page.
  2. Choose Card Type: select a card type (the available options depend on which card products are assigned to your account — see “Fields and statuses” below). Each type has a Virtual badge; types that support physical cards also show a Physical badge, with a line of text below describing that card’s purpose. If it shows “No card type has been assigned to your account. Please contact your administrator,” your account has no card products available yet — contact your admin.
  3. Select a cardholder: in the card-details section, use Search by name or email to find and select the cardholder. Cardholder entries show a verification-status badge (Verified / Pending / Failed / Incomplete / Invited). If the person isn’t on the team yet, click Invite new team member, fill in legal first name, legal last name, and business email (phone optional), and send the invitation.
  4. Fill in Card Purpose: choose a purpose from the dropdown (Business Expenses / Travel Expenses / Marketing Expenses / Team Expenses / Client Expenses / Subscriptions / Online Purchasing / Office Supplies / Other). This is required.
  5. Fill in Card Nickname: the system auto-generates a nickname based on the cardholder; you can change it, up to 30 characters.
  6. Choose virtual or physical (Card selection): defaults to Virtual. If the card product supports physical, a Physical option appears; choosing physical opens an address picker requiring a shipping address for “Ship physical card to” (options: Company Address / Cardholder’s Address / Last Delivery Address / a custom address). Note physical cards can only be shipped to countries the product allows.
  7. Set a Spending Limit: fill in Card limit (the overall card limit; leave blank to use the default), Card currency (from the currencies the product supports, e.g. SGD/USD/EUR/GBP/HKD), and Amount (the per-transaction limit, default 500); Interval is fixed to Per transaction and cannot be changed. A blue hint below states the default transaction limit for that currency.
  8. After reviewing the card-face preview on the right, click Create Card in the bottom right. Missing required fields shows “Please fill in all required fields”; success shows “Card created successfully” and returns to the card list.

​
Fields and statuses

Card types:
Which types actually appear depends on the card products assigned to your account and visible on the web — not every merchant sees all four. This is consistent with the terminology on the Cards list page: type is Virtual or Physical; mode is Single or Share. Whether physical is supported is determined by the card product (if not supported, only “Virtual” is available).
Cardholder verification-status badges (shown on cardholder search results): Card purpose options: Business Expenses, Travel Expenses, Marketing Expenses, Team Expenses, Client Expenses, Subscriptions, Online Purchasing, Office Supplies, Other. Spending limit fields:
The preview on the right shows the selected card type (including virtual/physical), the per-transaction limit and currency, and the cardholder’s name.

​
Edge cases and troubleshooting

  • Can’t see the “Create card” button / can’t open the issuance page: usually means you lack card-issuance permission — ask your admin to assign it.
  • “Choose Card Type” is empty, showing “No card type has been assigned to your account”: the account has no card product visible on the web yet — contact your admin to assign a card product.
  • No “Physical” option, only virtual is selectable: the selected card product does not support physical cards — switch to a product that supports physical, or issue a virtual card.
  • Chose physical but the create button won’t click: physical cards require a complete shipping address (country, city, address line 1, postal code) — the button is disabled until the address is complete.
  • “Country is not supported for card delivery”: the shipping country is outside the product’s allowed delivery range — use an allowed address, or switch to a virtual card.
  • Clicking “Create Card” shows “Please fill in all required fields”: cardholder, card purpose, card nickname, and card product are all required — any missing field blocks submission.
  • Can’t find the cardholder: they’re not a team member yet — use Invite new team member to send an invitation first (fill in legal first/last name + business email). An already-registered email shows “This email is already registered.”
  • Can’t type more characters into the card nickname: the nickname limit is 30 characters.

​
Common questions (Q&A)

  • Q: How do I issue a new card? / Where do I create a card? A: Click Create card in the top right of the Cards list page, then choose a type -> fill in cardholder/purpose/nickname -> choose virtual or physical -> set the limit -> click Create Card.
  • Q: How do I issue a virtual card? A physical card? A: Choose “Virtual” or “Physical” in “Card selection”; physical also requires a shipping address, and the card product must support physical.
  • Q: Why can I only issue a virtual card, with no physical option? A: The selected card product doesn’t support physical cards — switch to a product that does, or issue a virtual card.
  • Q: I can’t find the person I want to issue a card to — what do I do? A: Click Invite new team member, fill in their legal first/last name and business email to send an invitation, then select them as the cardholder afterward.
  • Q: Is Card Purpose required? What are the options? A: Required. Options are Business Expenses, Travel Expenses, Marketing Expenses, Team Expenses, Client Expenses, Subscriptions, Online Purchasing, Office Supplies, Other.
  • Q: What’s the difference between Card limit and Amount? A: “Card limit” is the overall total limit for the card (can be left blank to use the default); “Amount” is the per-transaction limit (default 500, with Interval fixed to per transaction).
  • Q: What’s the difference between Employee Card and Share card? A: Employee Card is for travel/benefits/entertainment expenses; Share card is for personal expenses and online purchases; which types you can choose depends on the card product assigned to your account.
  • Q: How long can the card nickname be? A: Up to 30 characters; the system also auto-generates a default nickname based on the cardholder.
  • Q: I clicked Create Card and nothing happened / the button is grayed out? A: Check that cardholder, card purpose, and card nickname are all filled in; if physical is selected, also fill in the complete shipping address.
  • Q: Which countries can a physical card be shipped to? A: Only countries the card product allows for delivery — the address section on the page lists them; unsupported countries show “Country is not supported for card delivery.”
  • Q: It says the cardholder’s identity must be verified first when issuing a card — what now? A: The cardholder must complete identity/KYC verification (see the Cardholder Verification page); the verification-status badge shows Verified/Pending/Failed/Incomplete/Invited.