Users can create a virtual card from the ConnexPay Portal. Some things to keep in mind:
- Users must have the approval to create virtual cards and be set up appropriately
- Issuance limits can be placed on users to limit the total amount they can apply to an individual virtual card or to limit the total amount they can issue per day (where a day is a 24 hour period running from 12:00 AM ET to 11:59 PM ET)
You may wish to allow different users to have different settings - we can easily accomplish that. Just let us know what you need. For example, you may want user ‘A' to be limited to only issuing virtual cards for $500 or less while user 'B’ can create virtual cards for any amount.
You may want one user who can only issue up to $20,000 in a given 24 hour period, and another user who can issue up to $50,000.
You can apply both limits, or just one or the other.
If no specific limits are indicated, no limits will be applied.
Talk to Customer Support to get your users configured correctly.
For our Pro clients who do both acquiring and issuing, you will need to create a sale first, then select the ‘Make Payment’ button for that sale. That will take you to the Make Payment modal where you can enter the customer and payment information:
Make sure all required fields are populated and either select ‘Submit’ or ‘Create Another' if you need to create a second virtual card for this order.
ConnexPay Employees can find more information here.
Some of you issue virtual cards without first creating a sale. For directions on how you will create a virtual card can be found here.
Updated 6 months ago