CleverCards FAQs
Here you will find answers to some of the most common CleverCards 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 Portal FAQs
- How Do I Sign Up?
- How To Log Into Your Business Account
- How To Verify Your Business Account
- How To Reset Your Password
- How Do I Invite a New User To The Business Portal?
- How To Resend The Business Portal Access Email
- How To Top Up Your CleverCards Account
- How Do I Issue a Business Card To An Employee?
- How Do I Reload a Business Card?
- How Do I Unload a Business Card?
- How Do I Bulk Upload Multiple Business Cards?
- Why Can't I Send Cards To My Employees?
- How Do I Order Employee Benefits Cards From My Business Portal? (1-10 cards)
- How Do I Order Employee Benefits Cards From My Business Portal? (Bulk Order)
- How Do I Order Employee Benefits Cards if I Don't Have a CleverCards Account?
- How To Delete a Draft Order
- How To View My Total Account Balance?
- How To Edit & Resend An Employee Benefit Card?
- Accessing a PROFORMA Invoice
- How Can I Add a PO Number To a PROFORMA Invoice?
- Downloading a VAT Invoice For a Processed Payment
- Adding a Department Code
- Adding a Customer Code
- How Do I Search For a Business Card I Issued?
- How To Filter Business Cards by Status
- How To Filter Transactions By Status or Type (Individual Business Card)
- How To Filter Transactions (All Cards)
- How To View All Business Card Transactions
- How To View Notes & Receipts of Transactions
- How To View and Action Reload Requests In The Business Portal
- How To View Completed Orders for Employee Benefits Cards
- How To Customise Employee Benefits Recipient Emails
- How To Change Your Business Portal Account Password
- How To View & Download Your Account Statement
- How To Disable & Delete a User From Your Business Portal
- Business Cards vs. Employee Benefits: Key Differences Explained