Order a Spend card

Spend Admins can order a Spend card for themselves or for others through Spend  /  Overview and click New card:

To order physical Spend cards

1. Go to Overview and select New card

   To order a physical Spend card, go to the Overview tab and click the New card button.

2. Choose the cardholder

   Choose the cardholder (yourself or a team member). Once a card is assigned to a user, the ownership is non-transferrable.

3. Set the Spend limit

   Choose the Spend limit, which is the total amount that can be spent on the card during a set time period.

4. Set the frequency

   Choose the frequency, which is how often the spend limit resets.

5. Choose the delivery address

   Choose where we should deliver the physical Spend card. You can input the address at this step or, if you are creating the card for someone else, you can choose to let them input the delivery address themselves.

   They will receive an email asking them to fill out the delivery details. Please note that Cledara physical cards can only be sent to the country of your company's address.

   If your delivery address is a co-working space, add your company name in Address Line 1, followed by the street address. This ensures the building reception can correctly identify and route your physical card to you.

6. Name the card

   Choose the card name or label. This is the theme or use case so that the card is identifiable and differentiable. For example, "Office Card" or "Travel Card".

7. Confirm the card order

   Once the card is created, the cardholder will receive a notification via email. They will have to confirm the card order before it's issued and posted.

8. Activate the card

   Once the physical card is received, the cardholder will have to activate the card, and they will be able to start making payments.

If you are creating the card for someone else, and you have chosen the delivery address for them, they will not have the option to change the address when confirming the card.

If they need the card delivered to a different address, before they confirm the card, a Spend Admin can edit the shipping address under Overview  /  Card Details:

To order virtual Spend cards

1. Go to Overview and select New card

   To order a virtual Spend card, go to the Overview tab and click the New card button.

2. Choose the cardholder

   Choose the cardholder (yourself or a team member). Once a card is assigned to a user, the ownership is non-transferrable.

3. Set the Spend limit

   Choose the Spend limit, which is the total amount that can be spent on the card during a set time period.

4. Set the frequency

   Choose the frequency, which is how often the spend limit resets.

5. Name the card

   Choose the card name or label. This is the theme or use case so that the card is identifiable and differentiable. For example, "Coffee Card" or "Fuel Card".

6. Confirm the card order

   Once the card is created, the cardholder will receive a notification via email. Once they've confirmed the card order, they will be able to start making payments.