Extend gives you the ability to create virtual credit cards and send them to yourself, team members, contractors, vendors, or anyone who needs to charge a business expense. Before you can create a virtual card you must first either have a Registered Account or a Budget.
To Create a Virtual Card:
Desktop
1. Click the Create Virtual Card button at the top right of your screen.
2. Select the card type you’d like to create. (Information on the different types of cards can be found in the Card Types article.)
3. Enter the recipient’s email address.
Note: You can enter more than one recipient by adding a comma.
4. Enter a Card Name.
Note: It may be helpful to name your card after what it’s for so you can easily identify and understand charges later.
5. Select the primary funding source for the card (Registered Account or Budget).
6. Enter the Credit Limit.
Note: A credit limit ensures the card can’t be charged more than the allotted amount. Any credit line you issue will not be charged to your account until a purchase is made. Credit limits cannot exceed the limit of the Registered Account or Budget.
7. Enter the Active Until date.
Note: This date determines the timeframe in which the card can be used, but should not be confused with the expiration date used for making purchases.
8. Optional: Tag the card with a custom reference fields and upload attachments.
9. Optional: Add any notes to the card.
10. Click the Create Virtual Card button. The recipient(s) will receive a notification that their card is ready to use, and you will receive notifications of their transaction activity in real time.
Mobile
1. Tap the blue + icon at the bottom right of your screen.
2. Select the card type you’d like to create. (Information on the different types of cards can be found in the Card Types article.)
3. Enter the recipient’s email address.
Note: You can enter more than one recipient by adding a comma.
4. Enter a Card Name.
Note: It may be helpful to name your card after what it’s for so you can easily identify and understand charges later.
5. Select the primary funding source for the card (Registered Account or Budget).
6. Enter the Credit Limit.
Note: A credit limit ensures the card can’t be charged more than the allotted amount. Any credit line you issue will not be charged to your account until a purchase is made. Credit limits cannot exceed the limit of the Registered Account or Budget.
7. Enter the Active Until date.
Note: This date determines the timeframe in which the card can be used, but should not be confused with the expiration date used for making purchases.
8. Optional: Tag the card with a custom reference fields and upload attachments.
9. Optional: Add any notes to the card.
10. Tap the Create Virtual Card button. The recipient(s) will receive a notification that their card is ready to use, and you will receive notifications of their transaction activity in real time.
Update a Virtual Card
You can update the Credit Limit or Active Until date on your virtual cards at any time through the desktop or mobile app. Your virtual card recipient(s) can also request an update from you.
Virtual Card Limits
If you reach your limit for creating virtual cards and need to create more, please contact support.