How to create a virtual card

To create a virtual card follow the steps below

This guide assumes you have access to view and create virtual cards on Paid Lite, if you do not please contact your administrator.

Navigate to "Virtual Cards" you will see a list of your current virtual cards or a message stating there are no virtual cards set up currently. From this page select "create virtual card" in the top right.

 

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You maybe asked to select the department for the virtual card. Once selected you will be presented with a interface to select the payee. Once selected we will show (if there is one) the most recent payment to this payee.

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Click "next" and enter the details for the card. 

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Click "next" takes you to a summary showing the details of the card. If you have approvers for payments set up these will also show on the summary screen.

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Click "create" the card will then be approved (if required) before being scheduled in Paid Lite