Enable virtual cards
Cashflow360 Virtual Card offers you a free digital alternative to paying by check or ePayment and delivers faster payments to your vendor.
Even if you enable virtual cards for a vendor, you can still select an alternate payment method when you schedule payments as needed.
Enable virtual cards at the vendor level
This setting will enable virtual cards per vendor. To enable virtual cards for any vendor, the account level setting below must first be enabled.
- Select Vendors in the navigation menu
- Select the vendor's name
- Select More Actions then Edit Vendor
- Under Virtual Card Payment Option toggle virtual cards to enabled
- Enter the Remittance Email, which is where we will send the virtual card number
- Check Make this my vendor‘s default payment method if you'd like virtual cards to be the default for this vendor
- Select Save
Note: It may take up to 10 minutes to update the status.
Enable virtual cards at the account level
This setting will enable virtual cards for your all eligible vendors. To enable virtual cards for any vendor, this account level setting must first be enabled.
- Select Settings
- Select Virtual Card Preferences under Payables
- Select Opt In VCard Payment to enable virtual cards for all eligible vendors.
- You can still select an alternate payment method when you schedule payments as needed.
Note: It may take up to 10 minutes to update the status.
ACCOUNT SETUP View all