Apply for a Commercial Card
To create a new card, simply click "Create Card" at the top right of your dashboard — it’ll take you straight to the card setup page.
1. Apply for virtual cards
1.1 Initiate application
Go to Cards, select Virtual Card.
*If you are experiencing difficulty finding this feature on your interface, please refer to the following guide: <Funcation Management>. Or you can ask your account manager or online customer support for assistance.
1.2 Enter card details
Fill in the basic card details on this page and click Submit.
*You have the option to assign a card user and risk controls based on your needs. If you choose to skip this step, you can configure them anytime later. For more details, please refer to <Commercial card control>:
1.3 Manage your card
Once submitted, the card will be instantly activated. You can click on the number of the specific card under Card No. to view detailed information.
You can also manage the card by selecting the expanded menu under Action.
2. Apply for Physical Cards
2.1 Start application
Click Cards - Physical Card—Create Card.
2.2 Enter the card information
Enter the card information as required, then click Next.
*When applying for a physical card for the first time, you are required to enter a card name. After the card name has been approved, you may proceed to create the card.
2.3 Add shipping information
On the delivery page, click Address Book to add the information of recipient.
2.4 Create recipient
Click Create Recipient and enter your shipping information. Once you have confirmed the information, click Confirm.
*The first address will become your default address, you can edit in future.
2.5 Add & confirm the recipient
Select the recipient you just added, and the recipient information will automatically be displayed here. After confirming that the information is correct, click Next.
2.6 Submit the application
After ensuring that all information provided is accurate, click Submit.
2.7 Check and manage the order information
You can check or manage the order status under Cards - Physical Card - Order Management anytime.
