To order a new Purchase Card
Banking dashboard > Purchase card tile > Manage > Order a New card
To request a new purchase card, you will need the following information for the cardholder:
- Name
- Officer position
- DOB
- Phone #
- Mailing address
The first two cards for your chapter are free, any orders after that are $5.00 per card. There are no transaction fees with the purchase cards.
NOTE: This mailing address is where the card will be shipped and is the billing address for any online transactions.
After submitting the cardholder information, the application will be reviewed for approval. The cardholder should receive the card in the mail within 7-10 business days after approval. Chapters can order as many cards as needed; there is no restriction on how many cards a chapter has.
Once you submit the information, you cannot edit the information. If you wanted to make any changes to the name or information entered, you will need to order another card.
NOTE: The card is shipped in an unmarked white envelope. It will come from a company called Trans Card and not greekbill. If the card does not arrive within 2 weeks, then it's recommended to re-order the card.
Once the card is ordered, it will appear on the purchase card dashboard with the note "Card is currently inactive and needs to be activated.” Once the card arrives in the mail, the cardholder needs to activate the card before you can load or unload funds.
Once the card is active, the chapter can add or remove funds at any time.
Adding funds to a card- Enter your requested loan amount and provide a reason. The Purchase Card is not a credit card; it acts as a prepaid card and needs funds loaded on it before it can be used. To load funds, you will need to fill out the information below and select 'Continue'
- How much do you want to add to the card?
- Provide a brief explanation of why you are loading funds.
After submitting this request, funds will be debited from the chapter’s bank account. Funds will be available to use within minutes; check the purchase card summary page to verify funds were loaded on this card.
Adding funds to the card will withdraw from your chapter’s bank account and load onto your purchase card. Removing funds will immediately unload from the
card and credited back to your chapter’s bank account. Cardholders can only spend money that’s available on the card. If you need to spend more than the card has available, it will need more funds loaded.
Remove funds from a card- Enter the amount that you are requesting to unload from the card. After submitted, funds will be removed immediately from the card and credited back into the chapter’s bank account. To unload funds, you will need to fill out “How much do you want to remove from the card?”
If you click “Remove all Funds” it will auto-populate the current balance on the card.
Cancel a card -Provide the reason for canceling the card. After submission, the card will be canceled immediately and all funds from the specified card will be unloaded. Any funds that are unloaded from the card will be credited back into the chapter’s bank account.
Activity Tab- Will list all of the activated cards along with all of the card load and unload activities. It will track when the card was activated and canceled. You can look at the activity for just one card or for all the cards within the selected date range.