Things to Know
- Purchase cards are not available on all net terms accounts
- If available, you will see the Purchase Cards setting on the Purchase Controls page in the Admin Settings
- Purchase cards can only be ordered for Account Admins, Group Admins, and Purchaser roles
- Payers do not have permissions to purchase on the account
- Purchase cards can only be ordered by Account Admins and Group Admins
- Account Admin is the only role that can order their own purchase card
Order Purchase Card Process
To order a purchase card for a new user when inviting them to the account…
*Process not available for all accounts
- Navigate to the Users page located under the Admin Settings
- Select Invite New User
- Enter the First Name and Last Name (legal name is required), Email, and Username/ID (optional)
- Select the Group and Role, and enter the Individual Credit Limit amount (optional)
- For physical cards, enter the shipping address of the user to whom the purchasing card should be sent and select Continue
- Once the new user activates their account, the new purchase card creation will be initiated
- For physical cards, the card will arrive in 7-10 business days
To order a new purchase card for an existing user…
- Navigate to the Purchase Controls page located under the Admin Settings
- Ensure Purchase Cards are enabled on your business account. If not, enable Purchase Cards
- Navigate to the Users page located under the Admin Settings
- Select the pencil icon on the record of the user you wish to order a purchase card for
- Navigate to the Purchasing subpage
- Enter an individual credit limit for the user and select Save
- On the same page, select Create Card under the Purchase Card section
- Verify that the cardholder's name is correct
- This should be the legal name of the cardholder
- If you need to change the legal name of the cardholder, go back to the previous page and navigate to the General subpage to modify the First and Last Name of the user
- For physical cards, enter the shipping address of the user to whom the purchasing card should be sent and select Create
- Confirm the card creation by selecting Create Card
- For physical cards, the card will arrive in 7-10 business days
To order a new purchase card for yourself (Account Admins ONLY)…
- Navigate to the Purchasing page located under the Profile Settings
- If you have an existing purchase card, terminate the card
- Select Create Card under the Purchase Card section
- Ensure your legal name is displayed as the Cardholder Name
- If you need to change your cardholder name to your legal name, navigate to the Profile Info page located under the Profile Settings to modify your First and Last Name
- For physical cards, enter the shipping address where the purchasing card should be sent and select Create
- Confirm the card creation by selecting Create Card
- For physical cards, the card will arrive in 7-10 business days
