CleverCards FAQs

Here you will find answers to some of the most common CleverCards FAQs, along with step-by-step process and videos for assistance.

If you have a query and can't find the answer here, please reach out to us at support@clevercards.com and our Support Team will get back to you as soon as possible.

Business Portal FAQs

  1. How Do I Sign Up?
  2. How To Log Into Your Business Account
  3. How To Verify Your Business Account
  4. How To Reset Your Password
  5. How Do I Invite a New User To The Business Portal?
  6. How To Set Manager Permissions
  7. How To Resend The Business Portal Access Email
  8. How To Top Up Your CleverCards Account
  9. How To Change Your Business Portal Account Password
  10. How To View & Download Your Account Statement
  11. How To Disable & Delete a User From Your Business Portal

Business Card FAQs

  1. Business Cards vs. Employee Benefits: Key Differences Explained
  2. How Do I Issue a Business Card To An Employee?
  3. How Do I Reload a Business Card?
  4. How Do I Unload a Business Card?
  5. How Do I Bulk Upload Multiple Business Cards?
  6. Why Can't I Send Cards To My Employees?
  7. Adding a Department Code
  8. Adding a Customer Code
  9. How Do I Search For a Business Card I Issued?
  10. How To Filter Business Cards by Status
  11. How To Filter Transactions By Status or Type (Individual Business Card)
  12. How To Filter Transactions (All Cards)
  13. How To View All Business Card Transactions
  14. How To View Notes & Receipts of Transactions
  15. How To View and Action Reload Requests In The Business Portal

Employee Benefits FAQs

  1. How Do I Order Employee Benefits Cards From My Business Portal? (1-10 cards)
  2. How Do I Order Employee Benefits Cards From My Business Portal? (Bulk Order)
  3. How Do I Order Employee Benefits Cards if I Don't Have a CleverCards Account?
  4. How To Delete a Draft Order
  5. How To View My Total Account Balance?
  6. How To Edit & Resend An Employee Benefit Card?
  7. Accessing a PROFORMA Invoice
  8. How Can I Add a PO Number To a PROFORMA Invoice?
  9. Downloading a VAT Invoice For a Processed Payment
  10. How To View Completed Orders for Employee Benefits Cards
  11. How To Customise Employee Benefits Recipient Emails

Tax Card FAQs

  1. How to Pay PAYE Return Submission Using Your Tax Card by CleverCards

Cardholder & App FAQs

  1. How to View My Card Details
  2. How to Add My CleverCards to Apple Pay or Google Pay
  3. How to View My Transactions
  4. How to Upload a Receipt & Add a Note To a Transaction
  5. How to Add Customer or Department Codes
  6. How to Request a Reload For a Business Card
  7. How to View or Cancel a Reload Request
  8. How to Extract Your Card Statement

General FAQs