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8 docs tagged with "Templates"

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AP Automation Template

Create virtual card products for accounts payable automation. Onboard business account holders, issue cards with on-demand funding, and configure pseudo balance spending limits.

Commercial Charge Template

Create commercial charge card products with pay-in-full terms. Onboard business account holders, open applications, issue cards, and schedule repayments.

Commercial Credit Template

Create commercial revolving credit card products. Onboard business account holders, open applications, set credit limits, issue cards, and generate statements.

Commercial Prepaid Template

Create commercial prepaid card products for business expenses and disbursements. Onboard business account holders, issue cards, and fund accounts via ACH or direct deposit.

Consumer Charge Template

Create consumer charge card products with pay-in-full terms. Onboard account holders, open applications, issue cards, and schedule repayments.

Consumer Credit Template

Create consumer revolving credit card products. Onboard account holders, open applications, set credit limits, issue cards, schedule repayments, and generate statements.

Consumer Prepaid Template

Create consumer prepaid card products. Onboard account holders, issue cards, fund accounts via ACH or direct deposit, and add cards to digital wallets.

Fleet Credit Template

End-to-end template for issuing fleet credit cards, from account holder onboarding to card product creation and virtual card issuance.