CleverCards

Madalina

Louise Bready

Jenny Kelly

Business Support

Getting started with the CleverCards Online Shop

Ordering limits and multiple recipients when using the CleverCards Online Shop

Delivery, timing and tracking your CleverCards Online Shop order

Paying for your Online Shop order

Managing and correcting an order after purchase from the CleverCards Online Shop

Verifying your business for Online Shop orders

Business verification (KYB): what to expect, documents and status

Logging in, password and MFA

Can I link multiple businesses to one account?

Business Portal: users, roles and permissions

Create your Business Portal account

Your Business Portal account

Employee Benefit Cards vs Business Cards: choosing the right CleverCard

Card and order limits

Viewing and downloading your Business Portal account statement

Fees when purchasing and funding cards

Adding funds to your business account

Issuing CleverCards in multiple currencies

Viewing your total account balance (Business Card accounts)

Viewing your balance (Employee Benefits only accounts)

Can you delete my business account?

How to get a refund of Business Portal funds that haven't been loaded onto a CleverCard

Refunding unused funds in your Business Portal

Managing your business account

Finding and filtering cards and transactions

Customer and department accounting codes

Adding and viewing notes and receipts on transactions

Finding and recording transactions

Employee Benefit card rules and restrictions

Editing and resending Employee Benefit orders

Order confirmation: what happens after you issue your order

Issuing Employee Benefit cards

Employee Benefit Cards

Issuing Business Cards

Cancelling and freezing Business Cards

Reloading, unloading and viewing reload requests for Business Cards

Business Cards

Downloading a VAT invoice

Proforma invoices

Invoicing

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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