CleverCards Business Portal FAQs

Here you will find answers to some of the most common CleverCards Business Portal FAQs, along with step-by-step process and videos for assistance.

If you have a query and can't find the answer here, please reach out to us at support@clevercards.com and our Support Team will get back to you as soon as possible.

Business Account FAQs

1. How Do I Sign Up?
2. How To Log Into Your Business Account
3. How To Reset Your Password
4. How Do I Invite a New User To The Business Portal?
5. How To Resend The Business Portal Access Email
6. How To Top Up Your CleverCards Account
7. How Do I Issue a Business Card To An Employee?
8. How Do I Reload a Business Card?
9. How Do I Unload a Business Card?
10. How Do I Bulk Upload Multiple Business Cards?
11. Why Can't I Send Cards To My Employees?
12. How Do I Order Employee Benefits Cards From My Business Portal? (1-10 cards)
13. How Do I Order Employee Benefits Cards From My Business Portal? (Bulk Order)
14. How To Delete a Draft Order
15. How To View My Total Account Balance?
16. How To Edit & Resend An Employee Benefit Card?
17. Accessing a PROFORMA Invoice
18. How Can I Add a PO Number To a PROFORMA Invoice?
19. Accessing a VAT Invoice for Payment
20. Adding a Department Code
21. Adding a Customer Code
22. How Do I Search For a Business Card I Issued?
23. How To Filter Business Cards by Status
24. How To Filter Transactions By Status or Type (Individual Business Card)
25. How To Filter Transactions (All Cards)
26. How To View All Business Card Transactions
27. How To View Notes & Receipts of Transactions
28. How To View and Action Reload Requests In The Business Portal
29. How To View Completed Orders for Employee Benefits Cards
30. How To Customise Employee Benefits Recipient Emails
31. How To Change Your Business Portal Account Password
32. How To View & Download Your Account Statement
33. How To Disable & Delete a User From Your Business Portal
34. Business Cards vs. Employee Benefits: Key Differences Explained