Prerequisites
Before you can create a card, make sure that:
You are on the Standard Side in ProcureDesk
You have been given access to Cards by your ProcureDesk administrator
You have ProcureDesk Virtual Cards added to your subscription
If you do not see the Cards option under the Pay menu, contact your admin for access.
How to Create a Virtual Card
Follow these steps to create a CorPay Virtual Card:
Go to Pay → Cards
Click Create Card and select Virtual Card
Enter the Cardholder Name
Select the Merchant / Supplier from the dropdown
Set the Spending Limit for the card
Set the Maximum Number of Transactions allowed
Select the Expiration Date
Enter the Purpose for creating the card
Click Create Virtual Card
Once the card is created, the virtual card details will be sent to your email.
How to Create a Physical Card
Follow these steps to create a CorPay Physical Card:
Go to Pay → Cards
Click Create Card and select Physical Card
Enter the Cardholder Name
Select the Merchant / Supplier from the dropdown
Set the Spending Limit for the card
Enter the Shipping Address
Address Line 1 is mandatory
Address Line 2 is optional
Select the Country
Select the State
Enter the City
Enter the Zip Code
If the Billing Address is the same as the Shipping Address, check the box
If not, enter the billing address details separately
Set the Maximum Number of Transactions allowed
Select the Expiration Date
Enter the Purpose for creating the card
Click Create Physical Card
Once created:
The card details will be sent to your email
The physical card will be shipped to the provided address
Tips & Best Practices
Use a clear and descriptive Purpose to make tracking and audits easier
Set spending and transaction limits carefully to reduce misuse
Always select the correct merchant for vendor-specific cards
Need Help?
If you are unable to create a card or do not see the Cards option:
Contact your ProcureDesk administrator, or
Reach out to ProcureDesk Support for assistance