Business Support

Getting started with the CleverCards Online Shop

• Getting started with the CleverCards Online Shop
• Ordering limits and multiple recipients when using the CleverCards Online Shop
• Paying for your Online Shop order
• Delivery, timing and tracking your CleverCards Online Shop order
• Managing and correcting an order after purchase from the CleverCards Online Shop

Your Business Portal account

• Business verification (KYB): timing, documents and status
• Creating a Business Portal account
• Logging in, password and MFA
• Business Portal: users, roles and permissions
• Can I link multiple businesses to one account?

Managing your business account

• Employee Benefit Cards vs Business Cards: choosing the right CleverCard
• Card and order limits
• Viewing and downloading your Business Portal account statement
• Adding funds to your business account
• Fees when purchasing and funding cards
• Issuing CleverCards in multiple currencies

See all 9 articles

Finding and recording transactions

• Finding and filtering cards and transactions
• Customer and department accounting codes
• Adding and viewing notes and receipts on transactions

Employee Benefit Cards

• Employee Benefit card rules and restrictions
• Order confirmation: what happens after you issue your order
• Editing and resending Employee Benefit orders
• Issuing Employee Benefit cards

Business Cards

• Issuing Business Cards
• Reloading, unloading and viewing reload requests for Business Cards
• Cancelling and freezing Business Cards

Invoicing

• Proforma invoices

Getting Help

• How do I unsubscribe to your mailing list?