(Self-service) How to send card to vendor
Navigate to the login page: https://dashboard.pexcard.com/
Open “Vendors”.
- If a card hasn’t been created yet, click the “ORDER CARDS” button in the upper corner of the page to create a new vendor card. Learn more
If you are an admin with “Funding of Cards”, and “View Card Usage” permissions, and MFA turned on, the “Send to vendor” button will be displayed on the card image.
Note:If you see the “Help” sub-tab, the “Send to Vendor” button will not be available. Please use the instructions displayed under the “Help” sub-tab to process your payment.
Provide the following information on the “Send to vendor” screen:
- Email (for remittance) — required
- Message for vendor — optional
- Invoice details — optional
We recommend you open “Spend rules” and set up the following rules: uncheck “Auto card funding”, set “Time-based spend limits”, set a whitelist in the “Merchants” and other spend rules to mitigate risks of compromised card usage.
Be aware that full card details (card number, expiration date, and CVV) will be sent to the vendor.
Vendor card sending FAQ
Can I send my vendor card multiple times?
Can I send my vendor card multiple times?
Yes, you can send your card multiple times.
How can the vendor review my card details?
How can the vendor review my card details?
To review full card details (card number, expiration date, CVV code) the vendor has to follow the link from the email.
How long will the vendor be able to open a link to review my card details?
How long will the vendor be able to open a link to review my card details?
There are two triggers for link expiration: following the link (first redemption) or 30 days from the moment of sending.
How can I mitigate the risks of compromised card usage?
How can I mitigate the risks of compromised card usage?
We recommend you open “Spend rules” on the “Card details” page and set up the following rules: uncheck “Auto card funding” if possible, set “Time-based spend limits”, and configure a whitelist in the “Merchants” section.
Will I receive any notifications about sending vendor cards to a supplier or viewing them by the supplier?
Will I receive any notifications about sending vendor cards to a supplier or viewing them by the supplier?
Yes, once the card is sent to the supplier all admins will receive an email notification. If the card is viewed by the vendor, email notifications will be sent to all administrators.
Can I review the history of vendor card sending?
Can I review the history of vendor card sending?
Yes, please open the “Send History” sub-tab on the “Card Details” page to review the history of vendor card sending.
Can I cancel the card sending?
Can I cancel the card sending?
No, once a vendor card has been sent to the vendor, you can’t cancel it. However, you can block or close it so as not to allow card use by the vendor.