Order a card for your users in just a few clicks!
Issuing a card is easy. You can either order a card when creating a user or order it separately from the cards menu.
💡 As a standard, users can order cards for themselves. If you only want admins to have this ability, please email us at support@budgetly.com.au.
Ordering multiple cards at once? See here.
Step 1
Under Menu, go to Cards.
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Step 2
In the top right hand corner, click New Card.
Step 3
Select the cardholder from the dropdown.
Step 4
Choose a card type.
Step 5
Enter the card information. Line 1 is typically the user's name and line 2 is typically the name of your business.
Alpha-numeric characters are allowed only, no symbols. Hyphenated names can be replaced with a space.
If it is a physical card, select the address you wish to send the card to and postage method. We recommend express to avoid any delays.
Cards can only be sent to addresses within Australia at this time.
Step 6
Select Request Card.
Need to order multiple cards in one go? Get in touch with your Account Manager for help with bulk orders.
Still need help? Click here to get in touch with our friendly Support Team.