Keep’s Virtual cards provide a secure and convenient way to manage online payments and subscriptions without needing a physical card. They are instantly generated and can be used immediately for online purchases, making them an ideal solution for distributed teams that require quick, controlled payments.
This guide will walk you through the steps to order a virtual card within your Keep account.
In This Article
- How to Order a Virtual Card
- Troubleshooting and Common Issues
- Frequently Asked Questions
Before You Get Started
Before you can order a virtual card, make sure you have the following permissions. You will need admin or card management permissions.
How to Order a Virtual Card
- Log In to Your Keep Account
Begin by logging into your Keep account. Log in here. - Go to the Cards Section
Click on the Cards section in the left-hand menu. This section shows all your existing cards and options to manage them. - Click “Create a Card”
In the Cards section, click on Create a Card. If you’re using a mobile device, look for the “+” icon at the top right of your screen. - Choose “Virtual Card”
You’ll be prompted to choose the type of card you want to create. Select Virtual Card. - Assign a Cardholder
Select the cardholder from the dropdown menu listing all the users in your account. This assigns the virtual card to that person. - Add a Nickname
Give the card a nickname for easy identification. This is especially helpful if you have multiple cards and need to tell them apart quickly. - Set a Spending Limit
Specify the spending limit for this card. Choose the amount and set a frequency (daily, weekly, or monthly) to help the cardholder stick to the budget. - Complete the Process
Once you’ve filled in all the details, click Create to issue the virtual card. - View Your New Card
The newly created card will appear in the Cards menu, where you can view its details, manage settings, or make adjustments as needed.
Tip: Check out our guide on How to Add Your Keep Card to Your Digital Wallet to get the most out of your virtual card.
Check out this quick tutorial on how to issue your Virtual Keep Card or create one for your team!
Troubleshooting and Common Issues
- I can't find the "Create a Card" option.
Make sure you have the necessary permissions. Only admins or users with card management rights can create new cards. If you're still unable to see the option, contact support.
- The cardholder cannot see the virtual card.
Verify that the cardholder has been assigned the correct role and permissions. If necessary, review the card’s sharing settings to ensure visibility.
Frequently Asked Questions
- Can I assign a virtual card to multiple users?
No, each virtual card must be assigned to a single cardholder.
- Can I update the spending limit or permissions after the card is created?
Yes, you can modify spending limits and permissions at any time from the Cards menu.
- Can virtual cards be used for recurring subscriptions?
Yes, virtual cards can be used for subscriptions and other recurring payments, providing flexibility and control over online expenses.
Need more support?
For more help, visit our support page or contact us at support@trykeep.com.