CARDS INSIDE YOUR PRODUCT
Virtual cards
for your customers
Cards for work subscriptions and project expenses. Customers can check available funds, review charges and find a card by name in their account.
See the examplePurpose
Project or expense category
Card balance
Funds on the selected card
Search
By project or service name
A separate card for each project
Keep team subscriptions separate from client purchases. Each card's history helps reconcile the spending for that project.
Account and card balances
In a model with separate balances, account funds must be allocated to a card before spending. The workspace shows both amounts.
Separate recurring charges
Use one card for hosting and work tools, another for project purchases. Recurring charges stay easy to find.
Pay with the right card
Before a purchase, check which project the card belongs to and whether it has enough funds.
Decide what the payment is for
Assign the purchase to a project or to shared team spending.
Choose the card
Find the card by project name and confirm its last digits before paying.
Check the available funds
Compare the purchase amount with the card's available funds. With separate balances, money in the main account may still need to be moved to the card.
Serving teams and agencies?
Explore separate cards for shared subscriptions and client projects.
Card and payment
questions
Find answers about balances, card programs and working with white.cards.